401(k) · DOL Form 5500 · 2023

Shepard Capital Management, Inc. 401(k) Plan

Data updated 2026-08-25

$19K
Total assets Small plan by assets
3
Participants Small participant base
2nd
Percentile by assets National rank
$6,302
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shepard Capital Management, Inc. Profit Sharing Plan · Sponsored by Shepard Capital Management, Inc. · California · Professional & Technical Services

$19K in assets, 3 participants

Shepard Capital Management, Inc.'s Shepard Capital Management, Inc. Profit Sharing Plan reported $19K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

  • #382 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Shepard Capital Management, Inc. Profit Sharing Plan holds $19K for 3 participants - about $6,302 per participant, among the smaller plans by assets on file.

#382
in Professional & Technical Services (20,321 peers)
+0.3%
assets growth YoY

Shepard Capital Management, Inc. Profit Sharing Plan among the smaller filed plans by assets

Shepard Capital Management, Inc. Profit Sharing Plan vs every filed plan by assets

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

$18,906 2nd percentile higher than 2% 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

Shepard Capital Management, Inc. Profit Sharing 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. Shepard Capital Management, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shepard Capital Management, Inc. Profit Sharing Plan reported net income rose from -$171K in the plan year 2022 filing to $60 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330935495 · Shepard Capital Management, Inc. PY 2023 · 401(k)

Shepard Capital Management, Inc. Profit Sharing Plan · $19K · 3 · 2nd

  • NET $19K
  • NET 3
  • NET 2nd
  • NET 401(k)
  • NET near Redm Infra 401(k)
  • NET ind #382

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 Professional & Technical Services retirement plans → · Plans in California →

Shepard Capital Management, Inc. Profit Sharing Plan in the asset neighbourhood

Shepard Capital Management, Inc. Profit Sharing PlanShepard Capital Management, …$19KRedm Infra 401(k)$19KTuthill Corporation Supplemental Investment Retirement Plan and TrustTuthill Corporation Suppleme…$19KDlh Fitness, Inc. 401(k) Profit Sharing PlanDlh Fitness, Inc. 401(k) Pro…$19KF45 Sugarhouse Inc. 401(k) PlanF45 Sugarhouse Inc. 401(k) P…$19K
End-of-year total assets ($M) among Shepard Capital Management, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$19K
Net Assets (End of Year)$19K
Net Income$60
Employer EIN330935495
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shepard Capital Management, Inc.)

Sponsor-wide plan assets over time

All Shepard Capital Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19K 0.7481693728112067% vs 2022
2024 filing year
$0.02M 202220232024 $0.02M $0.02M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 3 $19K
2023 1 3 $19K
2024 1 3 $19K

Nearby 401(k) Plans in California

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

Shepard Capital Management, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Shepard Capital Management, Inc. Profit Sharing Plan, Total assets ($B): 0.000018906 · Participants: 3Shepard Capital Management, Inc. Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Shepard Capital Management, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Shepard Capital Management, Inc. Profit Sharing Plan side-by-side with 3 peers →

Shepard Capital Management, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Redm Infra 401(k) in TX ($19K); 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.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Shepard Capital Management, Inc. Profit Sharing Plan assets move in 2023? ▼
Shepard Capital Management, Inc. Profit Sharing Plan held essentially flat - up 0.3% during 2023, from $19K to $19K. Reported net income was $60.
How have Shepard Capital Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shepard Capital Management, Inc.'s sponsor-wide assets grew 0.7%, from $19K to $19K.
Where does Shepard Capital Management, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Shepard Capital Management, Inc. Profit Sharing Plan ranks in the 2nd 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 Shepard Capital Management, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Redm Infra 401(k) in TX ($19K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Shepard Capital Management, Inc. Profit Sharing 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 330935495.

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.