Profit Sharing · DOL Form 5500 · 2023
Joseph L. Shepard Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $4.9M
- Avg per participant High balance/head
Official DOL plan name: Joseph L. Shepard Profit Sharing Plan · Sponsored by Joseph L. Shepard · Texas · Real Estate
$5M in assets, 1 participants
Joseph L. Shepard's Joseph L. Shepard Profit Sharing Plan reported $5M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #3,004 in Real Estate (4,727 peers)
Real Estate sector rank
Within Real Estate, Joseph L. Shepard Profit Sharing Plan ranks #3,004 of 4,727 2023 filers by assets (532% of the sector average)-$5M for 1 participant.
- #3,004
- in Real Estate (4,727 peers)
- -7.3%
- assets change YoY
The plan reported a net loss of $382K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Joseph L. Shepard Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers
Joseph L. Shepard Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,880,215 44th percentile higher than 44% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Joseph L. Shepard 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. Joseph L. Shepard Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Joseph L. Shepard Profit Sharing Plan reported net income fell from $300K in the plan year 2022 filing to -$382K in the plan year 2023 filing.
- Joseph L. Shepard Profit Sharing Plan end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 621655112 · Joseph L. Shepard PY 2023 · Profit Sharing
Joseph L. Shepard Profit Sharing Plan · $5M · 1 · 44th
- VS-ST $5M
- BOY 1
- SCH 44th
- EBSA Profit Sharing
- PART near Parviz Javdan, M.D. P.C. Profit Sharing Plan
- TYPE ind #3004
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 Real Estate retirement plans → · Plans in Texas →
Joseph L. Shepard Profit Sharing Plan in the asset neighbourhood
Real Estate filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$382K |
| Employer EIN | 621655112 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joseph L. Shepard)
Sponsor-wide plan assets over time
All Joseph L. Shepard plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 6.43627637864143% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $5M |
| 2023 | 1 | 1 | $5M |
| 2024 | 1 | 1 | $5M |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Joseph L. Shepard Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Parviz Javdan, M.D. P.C. Profit Sharing Plan in CA ($5M); by covered participants it is Jdb Associates of the Triad, Inc. Retirement Plan in NC (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.