401(k) · DOL Form 5500 · 2023

The Shepherd Material Science Company 401(k) Plan

Data updated 2026-08-25

$120M
Total assets Near avg plan size
488
Participants Below avg headcount
92nd
Percentile by assets National rank
$245,691
Avg per participant Above avg balance/head
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Official DOL plan name: The Shepherd 401(k) Plan · Sponsored by The Shepherd Material Science Company · Ohio · Manufacturing

$120M in assets, 488 participants

The Shepherd Material Science Company's The Shepherd 401(k) Plan reported $120M in total assets and 488 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,549 in Manufacturing (18,722 peers)

Where The Shepherd 401(k) Plan sits by assets

The Shepherd 401(k) Plan sits in the top 10% of all filed plans by assets, $120M for 488 participants (~$245,691/participant), up 14.5% in 2023.

#16,549
in Manufacturing (18,722 peers)
+14.5%
assets growth YoY
1.2×
vs typical plan assets (national mean)

The Shepherd 401(k) Plan's outsized position by total assets

The Shepherd 401(k) Plan vs every filed plan by assets

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

$119,897,053 Top 8% higher than 92% 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

The Shepherd 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. The Shepherd 401(k) Plan sits mid-pack in the medium band (488 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Shepherd 401(k) Plan reported net income rose from -$28M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • The Shepherd 401(k) Plan end-of-year assets rose from $105M in the plan year 2022 filing to $120M in the plan year 2023 filing.
  • The Shepherd 401(k) Plan reported participants fell from 517 in the plan year 2022 filing to 488 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 310989650 · The Shepherd Material Science Company PY 2023 · 401(k)

The Shepherd 401(k) Plan · $120M · 488 · 92nd

  • BOOK $120M
  • BOOK 488
  • BOOK 92nd
  • BOOK 401(k)
  • BOOK near Pelican Products 401(k) Plan
  • BOOK ind #16549

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 Manufacturing retirement plans → · Plans in Ohio →

The Shepherd 401(k) Plan in the asset neighbourhood

Watkins & Eager PLLC 401(k) Savings PlanWatkins & Eager PLLC 401(k) …$120MBarilla America, Inc. 401(k) PlanBarilla America, Inc. 401(k)…$120MThe Shepherd 401(k) Plan$120MPelican Products 401(k) Plan$120MAllergy Partners Management LLC Retirement Savings PlanAllergy Partners Management …$120M
End-of-year total assets ($M) among The Shepherd 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$120M
Net Income$15M
Employer EIN310989650
Plan Effective Date1980-12-23
Filing StatusFILING RECEIVED

Sponsor Plan History (The Shepherd Material Science Company)

Sponsor-wide plan assets over time

All The Shepherd Material Science Company plans reported in each filing year

Latest sponsor-wide plan assets
$132M 26.093530923873825% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $105M $132M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 517 $105M
2023 1 488 $120M
2024 1 488 $132M

Nearby 401(k) Plans in Ohio

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

The Shepherd 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants The Shepherd 401(k) Plan, Total assets ($B): 0.119897053 · Participants: 488The Shepherd 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
The Shepherd 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Shepherd 401(k) Plan side-by-side with 3 peers →

The Shepherd 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Pelican Products 401(k) Plan in CA ($120M); by covered participants it is Pexco LLC Retirement Savings Plan in GA (488 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($120M here).

Similar participant headcount

Nearest other-state filings by covered participants (488 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 The Shepherd 401(k) Plan assets move in 2023? ▼
The Shepherd 401(k) Plan grew at a solid clip - up 14.5% during 2023, from $105M to $120M. Reported net income was $15M.
How have The Shepherd Material Science Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Shepherd Material Science Company's sponsor-wide assets grew 26.1%, from $105M to $132M.
Where does The Shepherd 401(k) Plan rank by assets among Form 5500 filers? ▼
The Shepherd 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Shepherd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pelican Products 401(k) Plan in CA ($120M, 1,088 participants).
Which 401(k) plans cover a similar participant headcount to The Shepherd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pexco LLC Retirement Savings Plan in GA (488 participants, $33M 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 310989650.

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.