401(k) · DOL Form 5500 · 2023

Shepherding Walk Incorporated 401(k) Plan

Data updated 2026-08-25

$196K
Total assets Small plan by assets: 3
Participants Small participant base: 10th
Percentile by assets National rank: $65,306
Avg per participant Low balance/head

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Official DOL plan name: Shepherding Walk Incorporated Retirement Plan · Sponsored by Shepherding Walk Incorporated · Texas · Construction

$196K in assets, 3 participants

Shepherding Walk Incorporated's Shepherding Walk Incorporated Retirement Plan reported $196K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

#873 in Construction (9,030 peers)

Shepherding Walk Incorporated multi-year trail

Shepherding Walk Incorporated's plans moved -100.0% in assets from 2023 to 2024; this filing shows Shepherding Walk Incorporated Retirement Plan at $196K / 3 participants.

#873
in Construction (9,030 peers): $196K
reported net income

Shepherding Walk Incorporated Retirement Plan among the smaller filed plans by assets

Shepherding Walk Incorporated Retirement Plan vs every filed plan by assets

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

$195,917 10th percentile higher than 10% 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

Shepherding Walk Incorporated Retirement 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. Shepherding Walk Incorporated Retirement Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

EBSA filing schedule strip

Filing strip 922064609 · Shepherding Walk Incorporated PY 2023 · 401(k)

Shepherding Walk Incorporated Retirement Plan · $196K · 3 · 10th

SCH $196K
SCH 3
SCH 10th
SCH 401(k)
SCH near Bksquared, Inc. 401(k) Plan
SCH ind #873

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 Texas →

End-of-year total assets ($M) among Shepherding Walk Incorporated Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Shepherding Walk Incorporated multi-year asset trail

Latest sponsor-wide plan assets: $24 99.9877499145046% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	3	$196K
2024	1	3	$24

Shepherding Walk Incorporated filing trail (2023)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$196K
Net Income	$196K
Employer EIN	922064609
Plan Effective Date	2023-08-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Shepherding Walk Incorporated Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Shepherding Walk Incorporated Retirement Plan side-by-side with 3 peers →

Shepherding Walk Incorporated Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bksquared, Inc. 401(k) Plan in OH ($196K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($196K here).

Bksquared, Inc. 401(k) Plan (OH) $196K · 3
North Branch Distribution Co. 401(k) Plan (PA) $196K · 5
Holder & Sons Company Retirement Plan (GA) $196K · 7
Sparklelash Corporation 401(k) Profit Sharing Plan (CA) $196K · 1

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
P&j Holdings, Inc. 401(k) Profit Sharing Plan (MN) 3 · 0 off

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 have Shepherding Walk Incorporated plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Shepherding Walk Incorporated's sponsor-wide assets declined 100.0%, from $196K to $24.

Where does Shepherding Walk Incorporated Retirement Plan rank by assets among Form 5500 filers? ▼

Shepherding Walk Incorporated Retirement Plan ranks in the 10th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Shepherding Walk Incorporated Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bksquared, Inc. 401(k) Plan in OH ($196K, 3 participants).

Which 401(k) plans cover a similar participant headcount to Shepherding Walk Incorporated Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 922064609.