Profit Sharing · DOL Form 5500 · 2024
Joseph L. Shepard Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $4.9M
- Avg per participant High balance/head
Official DOL plan name: Joseph L. Shepard Profit Sharing Plan · Sponsored by Joseph L. Shepard · Texas · Real Estate
$5M in assets, 1 participants
Joseph L. Shepard's Joseph L. Shepard Profit Sharing Plan reported $5M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #2,830 in Real Estate (4,605 peers)
What the 2024 filing shows
Joseph L. Shepard Profit Sharing Plan holds $5M for 1 participant - about $4.9M per participant, in the lower half of filed plans by assets.
- #2,830
- in Real Estate (4,605 peers)
- +0.9%
- assets growth YoY
Joseph L. Shepard Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers
Joseph L. Shepard Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,923,078 42nd percentile higher than 42% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Joseph L. Shepard Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph L. Shepard Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Joseph L. Shepard Profit Sharing Plan reported net income rose from -$382K in the plan year 2023 filing to $43K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 621655112 · Joseph L. Shepard PY 2024 · Profit Sharing
Joseph L. Shepard Profit Sharing Plan · $5M · 1 · 42nd
- ASSETS $5M
- ASSETS 1
- ASSETS 42nd
- ASSETS Profit Sharing
- ASSETS near Clean Sciences, Inc. Profit Sharing Plan
- ASSETS ind #2830
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 Real Estate retirement plans → · Plans in Texas →
Joseph L. Shepard Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $43K |
| Employer EIN | 621655112 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joseph L. Shepard)
Sponsor-wide plan assets over time
All Joseph L. Shepard plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 6.43627637864143% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $5M |
| 2023 | 1 | 1 | $5M |
| 2024 | 1 | 1 | $5M |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
Joseph L. Shepard Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Clean Sciences, Inc. Profit Sharing Plan in CA ($5M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.