Profit Sharing · DOL Form 5500 · 2023

Shepherd Engineering Inc Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
37th
Percentile by assets National rank
$463,625
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shepherd Engineering Inc Profit Sharing Plan · Sponsored by Shepherd Engineering Inc · Massachusetts · Professional & Technical Services

$3M in assets, 7 participants

Shepherd Engineering Inc's Shepherd Engineering Inc Profit Sharing Plan reported $3M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,869 in Professional & Technical Services (20,321 peers)

Shepherd Engineering Inc multi-year trail

Shepherd Engineering Inc's plans moved +45.4% in assets from 2022 to 2024; this filing shows Shepherd Engineering Inc Profit Sharing Plan at $3M / 7 participants.

#6,869
in Professional & Technical Services (20,321 peers)
+34.6%
assets growth YoY

Shepherd Engineering Inc Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Shepherd Engineering Inc Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,245,375 37th percentile higher than 37% of 127,068 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 2023

Shepherd Engineering Inc Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shepherd Engineering Inc Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shepherd Engineering Inc Profit Sharing Plan reported net income rose from -$255K in the plan year 2022 filing to $834K in the plan year 2023 filing.
  • Shepherd Engineering Inc Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Shepherd Engineering Inc Profit Sharing Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042438534 · Shepherd Engineering Inc PY 2023 · Profit Sharing

Shepherd Engineering Inc Profit Sharing Plan · $3M · 7 · 37th

  • BOOK $3M
  • BOOK 7
  • BOOK 37th
  • BOOK Profit Sharing
  • BOOK near Area Residential Care, Inc. Retirement Savings Plan
  • BOOK ind #6869

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Shepherd Engineering Inc Profit Sharing Plan in the asset neighbourhood

Shepherd Engineering Inc Profit Sharing PlanShepherd Engineering Inc Pro…$3MArea Residential Care, Inc. Retirement Savings PlanArea Residential Care, Inc. …$3MMetalworks of Montana, Inc. Profit Sharing PlanMetalworks of Montana, Inc. …$3MWoodland Pond 403(b) Pension PlanWoodland Pond 403(b) Pension…$3MCardiac Management, Inc. Profit Sharing PlanCardiac Management, Inc. Pro…$3M
End-of-year total assets ($M) among Shepherd Engineering Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Shepherd Engineering Inc multi-year asset trail

Sponsor-wide plan assets over time

All Shepherd Engineering Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 45.37214452794506% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.41M $3.51M ▲ +45.6%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 7 $3M
2024 1 9 $4M

Shepherd Engineering Inc filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$834K
Employer EIN042438534
Plan Effective Date1985-03-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

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

Shepherd Engineering Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Shepherd Engineering Inc Profit Sharing Plan, Total assets ($B): 0.003245375 · Participants: 7Shepherd Engineering Inc Profit Sharing PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Shepherd Engineering Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Shepherd Engineering Inc Profit Sharing Plan side-by-side with 3 peers →

Shepherd Engineering Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Area Residential Care, Inc. Retirement Savings Plan in IA ($3M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Shepherd Engineering Inc Profit Sharing Plan assets move in 2023? ▼
Shepherd Engineering Inc Profit Sharing Plan surged - up 34.6% during 2023, from $2M to $3M. Reported net income was $834K.
How have Shepherd Engineering Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shepherd Engineering Inc's sponsor-wide assets grew 45.4%, from $2M to $4M.
Which Profit Sharing plans are similar in size to Shepherd Engineering Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Area Residential Care, Inc. Retirement Savings Plan in IA ($3M, 116 participants).
Which Profit Sharing plans cover a similar participant headcount to Shepherd Engineering Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042438534.

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.