401(k) · DOL Form 5500 · 2023
Shepherd Electric Co., Inc. 401(k) Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 254
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $167,998
- Avg per participant Above avg balance/head
Official DOL plan name: Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan · Sponsored by Shepherd Electric Co., Inc. · Maryland · Wholesale Trade
$43M in assets, 254 participants
Shepherd Electric Co., Inc.'s Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan reported $43M in total assets and 254 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #5,337 in Wholesale Trade (6,309 peers)
Coverage in Maryland
Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan covers 254 participants in Maryland, about 27% of the average Maryland filer (state average ~929 per filing). Assets: $43M.
- #5,337
- in Wholesale Trade (6,309 peers)
- +15.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan's outsized position by total assets
Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$42,671,434 Top 16% higher than 84% 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
Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (254 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $37M in the plan year 2022 filing to $43M in the plan year 2023 filing.
- Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan reported participants rose from 242 in the plan year 2022 filing to 254 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 520482550 · Shepherd Electric Co., Inc. PY 2023 · 401(k)
Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan · $43M · 254 · 84th
- 5500 $43M
- ASSETS 254
- PCT 84th
- EIN 401(k)
- RANK near Taw 401(k) and Profit Sharing Plan
- PHOTO ind #5337
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 Wholesale Trade retirement plans → · Plans in Maryland →
Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $6M |
| Employer EIN | 520482550 |
| Plan Effective Date | 1964-12-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shepherd Electric Co., Inc.)
Sponsor-wide plan assets over time
All Shepherd Electric Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 20.129457427444237% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 242 | $37M |
| 2023 | 1 | 254 | $43M |
| 2024 | 1 | 290 | $44M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Taw 401(k) and Profit Sharing Plan in FL ($43M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (254 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- Taw 401(k) and Profit Sharing Plan (FL) $43M · 441
- Ohiohealth Retirement Savings Plan 401(k) (OH) $43M · 245
- Associated Insurance Management, LLC 401(k) Plan (MA) $43M · 169
- The Broe Group 401(k) Retirement Savings Plan (CO) $43M · 535
Similar participant headcount
Nearest other-state filings by covered participants (254 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.