401(k) · DOL Form 5500 · 2022

Securian Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
1,429
Participants Near avg headcount
75th
Percentile by assets National rank
$12,044
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Shepherd Pooled Employer Plan · Sponsored by Securian Life Insurance Company · Minnesota · Finance & Insurance

$17M in assets, 1,429 participants

Securian Life Insurance Company's Shepherd Pooled Employer Plan reported $17M in total assets and 1,429 participants in its 2022 DOL Form 5500 filing, ranking in the 75th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,608 in Finance & Insurance (9,261 peers)

Where Shepherd Pooled Employer Plan sits by assets

Shepherd Pooled Employer Plan sits in the top quartile of all filed plans by assets, $17M for 1,429 participants (~$12,044/participant).

#5,608
in Finance & Insurance (9,261 peers)
-$2M
reported net income
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shepherd Pooled Employer Plan's outsized position by total assets

Shepherd Pooled Employer Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$17,211,061 Top 25% higher than 75% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Shepherd Pooled Employer Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shepherd Pooled Employer Plan lands in the large band (1,429 participants).

Published 5500 schedule card

Filing strip 411412669 · Securian Life Insurance Company PY 2022 · 401(k)

Shepherd Pooled Employer Plan · $17M · 1,429 · 75th

  • PHOTO $17M
  • PHOTO 1,429
  • PHOTO 75th
  • PHOTO 401(k)
  • PHOTO near Delta Engineers, Architects & Land Surveyors, Dpc Retirement Savings Plan
  • PHOTO ind #5608

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Minnesota →

Shepherd Pooled Employer Plan in the asset neighbourhood

Shepherd Pooled Employer Plan$17MDelta Engineers, Architects & Land Surveyors, Dpc Retirement Savings PlanDelta Engineers, Architects …$17MSolaray LLC 401(k) Profit Sharing PlanSolaray LLC 401(k) Profit Sh…$17MSbera 401(k) Plan as Adopted by Northeast Retirement Services LLCSbera 401(k) Plan as Adopted…$17MSymphona LLP Retirement Plan$17M
End-of-year total assets ($M) among Shepherd Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN411412669
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Shepherd Pooled Employer Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Shepherd Pooled Employer Plan, Total assets ($B): 0.017211061 · Participants: 1429Shepherd Pooled Employer PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Shepherd Pooled Employer Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Shepherd Pooled Employer Plan side-by-side with 3 peers →

Shepherd Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Delta Engineers, Architects & Land Surveyors, Dpc Retirement Savings Plan in NY ($17M); by covered participants it is Bassett Furniture Ind. Inc. 401(k) Plan in VA (1,429 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,429 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does Shepherd Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Shepherd Pooled Employer Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shepherd Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Delta Engineers, Architects & Land Surveyors, Dpc Retirement Savings Plan in NY ($17M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Shepherd Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bassett Furniture Ind. Inc. 401(k) Plan in VA (1,429 participants, $59M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411412669.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.