401(k) · DOL Form 5500 · 2023

Sheffer Construction & Development LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
29th
Percentile by assets National rank
$359,633
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sheffer Construction Safe Harbor 401(k) Plan · Sponsored by Sheffer Construction & Development LLC · Indiana · Construction

$2M in assets, 5 participants

Sheffer Construction & Development LLC's Sheffer Construction Safe Harbor 401(k) Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,435 in Construction (9,030 peers)

Sheffer Construction & Development LLC multi-year trail

Sheffer Construction & Development LLC's plans moved +48.5% in assets from 2022 to 2024; this filing shows Sheffer Construction Safe Harbor 401(k) Plan at $2M / 5 participants.

#2,435
in Construction (9,030 peers)
+22.0%
assets growth YoY

Sheffer Construction Safe Harbor 401(k) Plan among the smaller filed plans by assets

Sheffer Construction Safe Harbor 401(k) Plan vs every filed plan by assets

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

$1,798,163 29th percentile higher than 29% 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

Sheffer Construction Safe Harbor 401(k) 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. Sheffer Construction Safe Harbor 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sheffer Construction Safe Harbor 401(k) Plan reported net income rose from -$352K in the plan year 2022 filing to $325K in the plan year 2023 filing.
  • Sheffer Construction Safe Harbor 401(k) Plan reported participants fell from 8 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Sheffer Construction Safe Harbor 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 263138263 · Sheffer Construction & Development LLC PY 2023 · 401(k)

Sheffer Construction Safe Harbor 401(k) Plan · $2M · 5 · 29th

  • NET $2M
  • NET 5
  • NET 29th
  • NET 401(k)
  • NET near Fasteners for Retail, Inc. 401(k) Profit Sharing Plan and Trust
  • NET ind #2435

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 Construction retirement plans → · Plans in Indiana →

Sheffer Construction Safe Harbor 401(k) Plan in the asset neighbourhood

Sheffer Construction Safe Harbor 401(k) PlanSheffer Construction Safe Ha…$2MFasteners for Retail, Inc. 401(k) Profit Sharing Plan and TrustFasteners for Retail, Inc. 4…$2MElite Ambulance & Affiliates 401(k) PlanElite Ambulance & Affiliates…$2MCharles E. Allen Company 401(k) PlanCharles E. Allen Company 401…$2MShed Capital, Inc. Retirement PlanShed Capital, Inc. Retiremen…$2M
End-of-year total assets ($M) among Sheffer Construction Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sheffer Construction & Development LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sheffer Construction & Development LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 48.458839497794365% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.47M $2.19M ▲ +49.0%
Year Plans Participants Total Assets
2022 1 8 $1M
2023 1 5 $2M
2024 1 4 $2M

Sheffer Construction & Development LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$325K
Employer EIN263138263
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Sheffer Construction Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Sheffer Construction Safe Harbor 401(k) Plan, Total assets ($B): 0.001798163 · Participants: 5Sheffer Construction Safe Harbor 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Sheffer Construction Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Sheffer Construction Safe Harbor 401(k) Plan side-by-side with 3 peers →

Sheffer Construction Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Fasteners for Retail, Inc. 401(k) Profit Sharing Plan and Trust in OH ($2M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Sheffer Construction Safe Harbor 401(k) Plan assets move in 2023? ▼
Sheffer Construction Safe Harbor 401(k) Plan grew sharply - up 22.0% during 2023, from $1M to $2M. Reported net income was $325K.
How have Sheffer Construction & Development LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheffer Construction & Development LLC's sponsor-wide assets grew 48.5%, from $1M to $2M.
Which 401(k) plans are similar in size to Sheffer Construction Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fasteners for Retail, Inc. 401(k) Profit Sharing Plan and Trust in OH ($2M, 377 participants).
Which 401(k) plans cover a similar participant headcount to Sheffer Construction Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 263138263.

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.