401(k) · DOL Form 5500 · 2023

The J. E. Shepard Company 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
95
Participants Small participant base
61st
Percentile by assets National rank
$119,412
Avg per participant Near avg balance/head
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Official DOL plan name: The J. E. Shepard Company Master 401(k) Savings Plan · Sponsored by The J. E. Shepard Company · Connecticut · Manufacturing

$11M in assets, 95 participants

The J. E. Shepard Company's The J. E. Shepard Company Master 401(k) Savings Plan reported $11M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #9,034 in Manufacturing (18,722 peers)

The J. E. Shepard Company multi-year trail

The J. E. Shepard Company's plans moved +17.5% in assets from 2022 to 2024; this filing shows The J. E. Shepard Company Master 401(k) Savings Plan at $11M / 95 participants.

#9,034
in Manufacturing (18,722 peers)
+16.8%
assets growth YoY

The J. E. Shepard Company Master 401(k) Savings Plan's mid-pack asset rank among Manufacturing and all filers

The J. E. Shepard Company Master 401(k) Savings Plan vs every filed plan by assets

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

$11,344,135 Top 39% higher than 61% 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 J. E. Shepard Company Master 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The J. E. Shepard Company Master 401(k) Savings Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The J. E. Shepard Company Master 401(k) Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The J. E. Shepard Company Master 401(k) Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • The J. E. Shepard Company Master 401(k) Savings Plan reported participants fell from 102 in the plan year 2022 filing to 95 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 060627729 · The J. E. Shepard Company PY 2023 · 401(k)

The J. E. Shepard Company Master 401(k) Savings Plan · $11M · 95 · 61st

  • BOY $11M
  • BOY 95
  • BOY 61st
  • BOY 401(k)
  • BOY near Terratest, Inc. Retirement Savings Plan
  • BOY ind #9034

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 Connecticut →

The J. E. Shepard Company Master 401(k) Savings Plan in the asset neighbourhood

Holmes Food, Inc. 401(k) Plan$11MEastman Footwear Group, Inc. 401(k) PlanEastman Footwear Group, Inc.…$11MThe J. E. Shepard Company Master 401(k) Savings PlanThe J. E. Shepard Company Ma…$11MTerratest, Inc. Retirement Savings PlanTerratest, Inc. Retirement S…$11MMorrison Express Corp. (USA) 401(k) Retirement PlanMorrison Express Corp. (USA)…$11M
End-of-year total assets ($M) among The J. E. Shepard Company Master 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The J. E. Shepard Company multi-year asset trail

Sponsor-wide plan assets over time

All The J. E. Shepard Company plans reported in each filing year

Latest sponsor-wide plan assets
$11M 17.476619852296444% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.71M $11.4M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 102 $10M
2023 1 95 $11M
2024 1 96 $11M

The J. E. Shepard Company filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN060627729
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

The J. E. Shepard Company Master 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The J. E. Shepard Company Master 401(k) Savings Plan, Total assets ($B): 0.011344135 · Participants: 95The J. E. Shepard Company Master 401(k) Savings PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
The J. E. Shepard Company Master 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare The J. E. Shepard Company Master 401(k) Savings Plan side-by-side with 3 peers →

The J. E. Shepard Company Master 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Terratest, Inc. Retirement Savings Plan in VA ($11M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (95 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 J. E. Shepard Company Master 401(k) Savings Plan assets move in 2023? ▼
The J. E. Shepard Company Master 401(k) Savings Plan grew sharply - up 16.8% during 2023, from $10M to $11M. Reported net income was $2M.
How have The J. E. Shepard Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The J. E. Shepard Company's sponsor-wide assets grew 17.5%, from $10M to $11M.
Which 401(k) plans are similar in size to The J. E. Shepard Company Master 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Terratest, Inc. Retirement Savings Plan in VA ($11M, 170 participants).
Which 401(k) plans cover a similar participant headcount to The J. E. Shepard Company Master 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants, $3M 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 060627729.

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.