ESOP · DOL Form 5500 · 2023

Shepard Exposition Services, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
298
Participants Below avg headcount
57th
Percentile by assets National rank
$31,423
Avg per participant Low balance/head
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Official DOL plan name: Shepard Exposition Services, Inc. Employee Stock Ownership Plan · Sponsored by Shepard Exposition Services, Inc. · Georgia · Construction

$9M in assets, 298 participants

Shepard Exposition Services, Inc.'s Shepard Exposition Services, Inc. Employee Stock Ownership Plan reported $9M in total assets and 298 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,018 in Construction (9,030 peers)

Coverage in Georgia

Shepard Exposition Services, Inc. Employee Stock Ownership Plan covers 298 participants in Georgia, about 27% of the average Georgia filer (state average ~1,096 per filing). Assets: $9M.

#5,018
in Construction (9,030 peers)
+9.3%
assets growth YoY

Shepard Exposition Services, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Shepard Exposition Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,364,002 Top 43% higher than 57% 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 Exposition Services, Inc. Employee Stock Ownership 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. Shepard Exposition Services, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (298 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shepard Exposition Services, Inc. Employee Stock Ownership Plan reported net income fell from $9M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Shepard Exposition Services, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Shepard Exposition Services, Inc. Employee Stock Ownership Plan reported participants rose from 284 in the plan year 2022 filing to 298 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 581463468 · Shepard Exposition Services, Inc. PY 2023 · ESOP

Shepard Exposition Services, Inc. Employee Stock Ownership Plan · $9M · 298 · 57th

  • SCH $9M
  • SCH 298
  • SCH 57th
  • SCH ESOP
  • SCH near Hawk Trailers, Inc. Employee Stock Ownership Plan
  • SCH ind #5018

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 What is an ESOP? → · Plans in Georgia →

Shepard Exposition Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Consolidated Carbide, Ltd. Employee Stock Ownership PlanConsolidated Carbide, Ltd. E…$9MShepard Exposition Services, Inc. Employee Stock Ownership PlanShepard Exposition Services,…$9MHawk Trailers, Inc. Employee Stock Ownership PlanHawk Trailers, Inc. Employee…$9MUltara Holdings, Inc. Employee Stock Ownership PlanUltara Holdings, Inc. Employ…$9MThe Northridge Group, Inc. Employee Stock Ownership PlanThe Northridge Group, Inc. E…$9M
End-of-year total assets ($M) among Shepard Exposition Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN581463468
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shepard Exposition Services, Inc.)

Sponsor-wide plan assets over time

All Shepard Exposition Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 35.15861049470714% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.1M $47.4M ▲ +35.1%
Year Plans Participants Total Assets
2022 2 756 $35M
2023 2 895 $41M
2024 2 1,089 $47M

Nearby ESOP Plans in Georgia

Peer ESOP plans, same state, same plan type, ranked by total assets.

Shepard Exposition Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Shepard Exposition Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 9.364002 · Participants: 298Shepard Exposition Services, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 664.601691 · Participants: 1772Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 407.968435 · Participants: 454Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 366.989824 · Participants: 439Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 222.074562 · Participants: 424Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 208.200343 · Participants: 327Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Shepard Exposition Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Shepard Exposition Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Shepard Exposition Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Hawk Trailers, Inc. Employee Stock Ownership Plan in WI ($9M); by covered participants it is Mission Bell Mfg, Inc. Employee Stock Ownership Plan in CA (298 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (298 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 Exposition Services, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Shepard Exposition Services, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.3% during 2023, from $9M to $9M. Reported net income was $1M.
How have Shepard Exposition Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shepard Exposition Services, Inc.'s sponsor-wide assets grew 35.2%, from $35M to $47M.
Which ESOP plans are similar in size to Shepard Exposition Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hawk Trailers, Inc. Employee Stock Ownership Plan in WI ($9M, 33 participants).
Which ESOP plans cover a similar participant headcount to Shepard Exposition Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mission Bell Mfg, Inc. Employee Stock Ownership Plan in CA (298 participants, $336K 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 581463468.

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.