401(k) · DOL Form 5500 · 2023

Shepherd Insurance, LLC 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
433
Participants Below avg headcount
84th
Percentile by assets National rank
$98,533
Avg per participant Below avg balance/head
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Official DOL plan name: Shepherd Insurance, LLC 401(k) Plan · Sponsored by Shepherd Insurance, LLC · Indiana · Finance & Insurance

$43M in assets, 433 participants

Shepherd Insurance, LLC's Shepherd Insurance, LLC 401(k) Plan reported $43M in total assets and 433 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,662 in Finance & Insurance (8,869 peers)

Where Shepherd Insurance, LLC 401(k) Plan sits by assets

Shepherd Insurance, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $43M for 433 participants (~$98,533/participant), up 25.0% in 2023.

#6,662
in Finance & Insurance (8,869 peers)
+25.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Shepherd Insurance, LLC 401(k) Plan's outsized position by total assets

Shepherd Insurance, LLC 401(k) Plan vs every filed plan by assets

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

$42,664,904 Top 16% higher than 84% 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

Shepherd Insurance, 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. Shepherd Insurance, LLC 401(k) Plan sits mid-pack in the medium band (433 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shepherd Insurance, LLC 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Shepherd Insurance, LLC 401(k) Plan end-of-year assets rose from $34M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Shepherd Insurance, LLC 401(k) Plan reported participants rose from 425 in the plan year 2022 filing to 433 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 453540375 · Shepherd Insurance, LLC PY 2023 · 401(k)

Shepherd Insurance, LLC 401(k) Plan · $43M · 433 · 84th

  • ASSETS $43M
  • ASSETS 433
  • ASSETS 84th
  • ASSETS 401(k)
  • ASSETS near Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan
  • ASSETS ind #6662

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 Finance & Insurance retirement plans → · Plans in Indiana →

Shepherd Insurance, LLC 401(k) Plan in the asset neighbourhood

Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing PlanTravelers & Immigrants Aid's…$43MThe Broe Group 401(k) Retirement Savings PlanThe Broe Group 401(k) Retire…$43MShepherd Insurance, LLC 401(k) PlanShepherd Insurance, LLC 401(…$43MTuff Shed, Inc. Employee 401(k) PlanTuff Shed, Inc. Employee 401…$43MBright Wood 401(k) Savings and Profit Sharing PlanBright Wood 401(k) Savings a…$43M
End-of-year total assets ($M) among Shepherd Insurance, LLC 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)$34M
Net Assets (End of Year)$43M
Net Income$9M
Employer EIN453540375
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shepherd Insurance, LLC)

Sponsor-wide plan assets over time

All Shepherd Insurance, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$56M 63.10525622114128% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $34.1M $55.7M ▲ +63.1%
Year Plans Participants Total Assets
2022 1 425 $34M
2023 1 433 $43M
2024 1 551 $56M

Nearby 401(k) Plans in Indiana

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

Shepherd Insurance, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Shepherd Insurance, LLC 401(k) Plan, Total assets ($B): 0.042664904 · Participants: 433Shepherd Insurance, LLC 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Shepherd Insurance, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Shepherd Insurance, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan in IL ($43M); by covered participants it is Noah 403(b) Plan in AZ (433 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (433 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 Shepherd Insurance, LLC 401(k) Plan assets move in 2023? ▼
Shepherd Insurance, LLC 401(k) Plan grew sharply - up 25.0% during 2023, from $34M to $43M. Reported net income was $9M.
How have Shepherd Insurance, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shepherd Insurance, LLC's sponsor-wide assets grew 63.1%, from $34M to $56M.
Where does Shepherd Insurance, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Shepherd Insurance, LLC 401(k) Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shepherd Insurance, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan in IL ($43M, 1,176 participants).
Which 401(k) plans cover a similar participant headcount to Shepherd Insurance, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Noah 403(b) Plan in AZ (433 participants, $12M 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 453540375.

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.