401(k) · DOL Form 5500 · 2023

Howard Sheppard, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 584
Participants Below avg headcount: 60th
Percentile by assets National rank: $18,388
Avg per participant Low balance/head

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Official DOL plan name: Howard Sheppard, LLC 401(k) Plan · Sponsored by Howard Sheppard, LLC · Georgia · Transportation & Warehousing

$11M in assets, 584 participants

Howard Sheppard, LLC's Howard Sheppard, LLC 401(k) Plan reported $11M in total assets and 584 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

#2,049 in Transportation & Warehousing (3,362 peers)

2023 asset change

Howard Sheppard, LLC 401(k) Plan grew sharply 23.3% in 2023 ($9M → $11M) for 584 participants.

#2,049
in Transportation & Warehousing (3,362 peers): +23.3%
assets growth YoY

Howard Sheppard, LLC 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Howard Sheppard, LLC 401(k) Plan vs every filed plan by assets

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

$10,738,345 Top 40% higher than 60% 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

Howard Sheppard, LLC 401(k) 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. Howard Sheppard, LLC 401(k) Plan sits mid-pack in the medium band (584 participants).

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 884056071 · Howard Sheppard, LLC PY 2023 · 401(k)

Howard Sheppard, LLC 401(k) Plan · $11M · 584 · 60th

PCT $11M
EIN 584
RANK 60th
PHOTO 401(k)
IND near Jcm Industries, Inc. 401(k) Profit Sharing Savings Plan
EOY ind #2049

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 Transportation & Warehousing retirement plans → · Plans in Georgia →

End-of-year total assets ($M) among Howard Sheppard, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Howard Sheppard, LLC years around the 2023 move

Latest sponsor-wide plan assets: $11M 2.0815870602034114% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	584	$11M
2024	1	523	$11M

2023 asset-move particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$11M
Net Income	$2M
Employer EIN	884056071
Plan Effective Date	1993-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Howard Sheppard, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
Delta 401(k) Retirement Plan $16.2B · 83,136
Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
UPS 401(k) Savings Plan $13.1B · 102,231
The Home Depot Futurebuilder $12.6B · 413,365

Compare Howard Sheppard, LLC 401(k) Plan side-by-side with 3 peers →

Howard Sheppard, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Jcm Industries, Inc. 401(k) Profit Sharing Savings Plan in TX ($11M); by covered participants it is C.L. Thomas, Inc. 401(k) Profit Sharing Plan in TX (584 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Jcm Industries, Inc. 401(k) Profit Sharing Savings Plan (TX) $11M · 130
Miller Global Properties 401(k) Plan (CO) $11M · 33
401(k) Profit Sharing Plan for Employees of Beacon Group, Inc. (AZ) $11M · 410
Lew a. Cummings Co., Inc. 401(k) Profit Sharing Plan and Trust (NH) $11M · 64

Similar participant headcount

Nearest other-state filings by covered participants (584 participants); asset peers above are excluded.

C.L. Thomas, Inc. 401(k) Profit Sharing Plan (TX) 584 · 0 off
Staar Surgical Company 401(k) Plan (CA) 584 · 0 off
Polymer Enterprises, Inc. Retirement Savings Plan (PA) 584 · 0 off
Rolex Watch U.S.a., Inc. Profit Sharing Plan (NY) 584 · 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 did Howard Sheppard, LLC 401(k) Plan assets move in 2023? ▼

Howard Sheppard, LLC 401(k) Plan grew sharply - up 23.3% during 2023, from $9M to $11M. Reported net income was $2M.

How have Howard Sheppard, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Howard Sheppard, LLC's sponsor-wide assets declined 2.1%, from $11M to $11M.

Which 401(k) plans are similar in size to Howard Sheppard, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Jcm Industries, Inc. 401(k) Profit Sharing Savings Plan in TX ($11M, 130 participants).

Which 401(k) plans cover a similar participant headcount to Howard Sheppard, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is C.L. Thomas, Inc. 401(k) Profit Sharing Plan in TX (584 participants, $24M 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 884056071.