401(k) · DOL Form 5500 · 2023

Sheppard Bus Service, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
470
Participants Below avg headcount
43rd
Percentile by assets National rank
$9,724
Avg per participant Low balance/head
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Official DOL plan name: Sheppard Bus Service, Inc. Employees Savings Trust · Sponsored by Sheppard Bus Service, Inc. · New Jersey · Transportation & Warehousing

$5M in assets, 470 participants

Sheppard Bus Service, Inc.'s Sheppard Bus Service, Inc. Employees Savings Trust reported $5M in total assets and 470 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #1,425 in Transportation & Warehousing (3,362 peers)

Sheppard Bus Service, Inc. multi-year trail

Sheppard Bus Service, Inc.'s plans moved +48.1% in assets from 2022 to 2024; this filing shows Sheppard Bus Service, Inc. Employees Savings Trust at $5M / 470 participants.

#1,425
in Transportation & Warehousing (3,362 peers)
+22.7%
assets growth YoY

Sheppard Bus Service, Inc. Employees Savings Trust's mid-pack asset rank among Transportation & Warehousing and all filers

Sheppard Bus Service, Inc. Employees Savings Trust vs every filed plan by assets

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

$4,570,285 43rd percentile higher than 43% 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

Sheppard Bus Service, Inc. Employees Savings Trust 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. Sheppard Bus Service, Inc. Employees Savings Trust sits mid-pack in the medium band (470 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sheppard Bus Service, Inc. Employees Savings Trust reported net income rose from -$402K in the plan year 2022 filing to $846K in the plan year 2023 filing.
  • Sheppard Bus Service, Inc. Employees Savings Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Sheppard Bus Service, Inc. Employees Savings Trust reported participants rose from 435 in the plan year 2022 filing to 470 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 221734132 · Sheppard Bus Service, Inc. PY 2023 · 401(k)

Sheppard Bus Service, Inc. Employees Savings Trust · $5M · 470 · 43rd

  • IND $5M
  • IND 470
  • IND 43rd
  • IND 401(k)
  • IND near Authenticid 401(k) Retirement Plan
  • IND ind #1425

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 New Jersey →

Sheppard Bus Service, Inc. Employees Savings Trust in the asset neighbourhood

Sheppard Bus Service, Inc. Employees Savings TrustSheppard Bus Service, Inc. E…$5MAuthenticid 401(k) Retirement PlanAuthenticid 401(k) Retiremen…$5MThe Wilson Law Group 401(k) Profit Sharing PlanThe Wilson Law Group 401(k) …$5MAmerican Telecast Products, L.L.C. 401(k) PlanAmerican Telecast Products, …$5MSafe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc.Safe Harbor 401(k) Profit Sh…$5M
End-of-year total assets ($M) among Sheppard Bus Service, Inc. Employees Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sheppard Bus Service, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sheppard Bus Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 48.10715768342373% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.72M $5.52M ▲ +48.4%
Year Plans Participants Total Assets
2022 1 435 $4M
2023 1 470 $5M
2024 1 505 $6M

Sheppard Bus Service, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$846K
Employer EIN221734132
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Sheppard Bus Service, Inc. Employees Savings Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Sheppard Bus Service, Inc. Employees Savings Trust, Total assets ($B): 0.004570285 · Participants: 470Sheppard Bus Service, Inc. Employees Savings TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Sheppard Bus Service, Inc. Employees Savings Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Sheppard Bus Service, Inc. Employees Savings Trust side-by-side with 3 peers →

Sheppard Bus Service, Inc. Employees Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Authenticid 401(k) Retirement Plan in WA ($5M); by covered participants it is Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan in IA (470 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (470 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 Sheppard Bus Service, Inc. Employees Savings Trust assets move in 2023? ▼
Sheppard Bus Service, Inc. Employees Savings Trust grew sharply - up 22.7% during 2023, from $4M to $5M. Reported net income was $846K.
How have Sheppard Bus Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheppard Bus Service, Inc.'s sponsor-wide assets grew 48.1%, from $4M to $6M.
Which 401(k) plans are similar in size to Sheppard Bus Service, Inc. Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Authenticid 401(k) Retirement Plan in WA ($5M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Sheppard Bus Service, Inc. Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan in IA (470 participants, $55M 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 221734132.

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.