ESOP · DOL Form 5500 · 2022

Shepard Exposition Services, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
284
Participants Below avg headcount
62nd
Percentile by assets National rank
$30,171
Avg per participant Low balance/head
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Official DOL plan name: Shepard Exposition Services, Inc. Employee Stock Ownership Plan · Sponsored by Shepard Exposition Services, Inc. · Georgia · Construction

$9M in assets, 284 participants

Shepard Exposition Services, Inc.'s Shepard Exposition Services, Inc. Employee Stock Ownership Plan reported $9M in total assets and 284 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,099 in Construction (9,927 peers)

Coverage in Georgia

Shepard Exposition Services, Inc. Employee Stock Ownership Plan covers 284 participants in Georgia, about 26% of the average Georgia filer (state average ~1,096 per filing). Assets: $9M.

#6,099
in Construction (9,927 peers)
+3577.7%
assets growth YoY

Shepard Exposition Services, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Shepard Exposition Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,568,429 Top 38% higher than 62% 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

Shepard Exposition Services, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shepard Exposition Services, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (284 participants).

Published 5500 schedule card

Filing strip 581463468 · Shepard Exposition Services, Inc. PY 2022 · ESOP

Shepard Exposition Services, Inc. Employee Stock Ownership Plan · $9M · 284 · 62nd

  • RANK $9M
  • RANK 284
  • RANK 62nd
  • RANK ESOP
  • RANK near Eei Employee Stock Ownership Plan
  • RANK ind #6099

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 What is an ESOP? → · Plans in Georgia →

Shepard Exposition Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Van Boerum & Frank Associates, Inc. Employee Stock Ownership PlanVan Boerum & Frank Associate…$9MEei Employee Stock Ownership PlanEei Employee Stock Ownership…$9MShepard Exposition Services, Inc. Employee Stock Ownership PlanShepard Exposition Services,…$9MClimate Design Air Conditioning, Inc. Employee Stock Ownership PlanClimate Design Air Condition…$9MHigman Equipment Company, Inc. Employee Stock Ownership Plan and Trust AgreementHigman Equipment Company, In…$9M
End-of-year total assets ($M) among Shepard Exposition Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$233K
Net Assets (End of Year)$6M
Net Income$9M
Employer EIN581463468
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shepard Exposition Services, Inc.)

Sponsor-wide plan assets over time

All Shepard Exposition Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 35.15861049470714% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.1M $47.4M ▲ +35.1%
Year Plans Participants Total Assets
2022 2 756 $35M
2023 2 895 $41M
2024 2 1,089 $47M

Nearby ESOP Plans in Georgia

Peer ESOP plans, same state, same plan type, ranked by total assets.

Shepard Exposition Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Shepard Exposition Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 8.568429 · Participants: 284Shepard Exposition Services, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 688.646729 · Participants: 1759Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 315.657741 · Participants: 424Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 252.895792 · Participants: 427Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 189.698153 · Participants: 397Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 137.399647 · Participants: 314Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Shepard Exposition Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Shepard Exposition Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Shepard Exposition Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Eei Employee Stock Ownership Plan in CO ($9M); by covered participants it is Triad Manufacturing, Inc. Employee Stock Ownership Plan in MO (284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (284 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

How did Shepard Exposition Services, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Shepard Exposition Services, Inc. Employee Stock Ownership Plan surged - up 3577.7% during 2022, from $233K to $9M. Reported net income was $9M.
How have Shepard Exposition Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shepard Exposition Services, Inc.'s sponsor-wide assets grew 35.2%, from $35M to $47M.
Which ESOP plans are similar in size to Shepard Exposition Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Eei Employee Stock Ownership Plan in CO ($9M, 57 participants).
Which ESOP plans cover a similar participant headcount to Shepard Exposition Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Triad Manufacturing, Inc. Employee Stock Ownership Plan in MO (284 participants, $36M 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 581463468.

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.