401(k) · DOL Form 5500 · 2023

Shepard Bros., Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
72
Participants Small participant base
58th
Percentile by assets National rank
$137,160
Avg per participant Near avg balance/head
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Official DOL plan name: Shepard Bros., Inc. 401(k) Profit Sharing Plan · Sponsored by Shepard Bros., Inc. · California · Manufacturing

$10M in assets, 72 participants

Shepard Bros., Inc.'s Shepard Bros., Inc. 401(k) Profit Sharing Plan reported $10M in total assets and 72 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #8,327 in Manufacturing (18,722 peers)

2023 asset change

Shepard Bros., Inc. 401(k) Profit Sharing Plan grew at a solid clip 13.9% in 2023 ($9M → $10M) for 72 participants.

#8,327
in Manufacturing (18,722 peers)
+13.9%
assets growth YoY

Shepard Bros., Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Shepard Bros., Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,875,517 Top 42% higher than 58% 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 Bros., Inc. 401(k) Profit Sharing 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. Shepard Bros., Inc. 401(k) Profit Sharing Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shepard Bros., Inc. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Shepard Bros., Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Shepard Bros., Inc. 401(k) Profit Sharing Plan reported participants fell from 81 in the plan year 2022 filing to 72 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953097472 · Shepard Bros., Inc. PY 2023 · 401(k)

Shepard Bros., Inc. 401(k) Profit Sharing Plan · $10M · 72 · 58th

  • TYPE $10M
  • NET 72
  • BOOK 58th
  • VS-ST 401(k)
  • BOY near Champion Chevrolet 401(k) Salary Savings Plan
  • SCH ind #8327

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 California →

Shepard Bros., Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Shepard Bros., Inc. 401(k) Profit Sharing PlanShepard Bros., Inc. 401(k) P…$10MChampion Chevrolet 401(k) Salary Savings PlanChampion Chevrolet 401(k) Sa…$10MPetersen Hastings Investment Management, Inc. 401(k) PlanPetersen Hastings Investment…$10MAlpha Grainger Manufacturing, Inc. 401(k) Savings and Profit Sharing PlanAlpha Grainger Manufacturing…$10MCrif Select Corporation 401(k) Profit Sharing Plan and TrustCrif Select Corporation 401(…$10M
End-of-year total assets ($M) among Shepard Bros., Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Shepard Bros., Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Shepard Bros., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 4.305114652286169% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.67M $9.04M ▲ +4.3%
Year Plans Participants Total Assets
2022 1 81 $9M
2023 1 72 $10M
2024 1 59 $9M

2023 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN953097472
Plan Effective Date1983-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Shepard Bros., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Shepard Bros., Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.009875517 · Participants: 72Shepard Bros., Inc. 401(k) 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 Bros., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Shepard Bros., Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Champion Chevrolet 401(k) Salary Savings Plan in NV ($10M); by covered participants it is Gryphon Healthcare 401(k) Plan in TX (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Bros., Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Shepard Bros., Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 13.9% during 2023, from $9M to $10M. Reported net income was $1M.
How have Shepard Bros., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shepard Bros., Inc.'s sponsor-wide assets grew 4.3%, from $9M to $9M.
Which 401(k) plans are similar in size to Shepard Bros., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Champion Chevrolet 401(k) Salary Savings Plan in NV ($10M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Shepard Bros., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gryphon Healthcare 401(k) Plan in TX (72 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 953097472.

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.