401(k) · DOL Form 5500 · 2024
Sheffer Family, Inc. 401(k) Plan
Data updated 2026-08-25
- $93K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 6th
- Percentile by assets National rank
- $46,489
- Avg per participant Low balance/head
Official DOL plan name: Sheffer Family Retirement Plan · Sponsored by Sheffer Family, Inc. · Indiana · Finance & Insurance
$93K in assets, 2 participants
Sheffer Family, Inc.'s Sheffer Family Retirement Plan reported $93K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 6th 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.
- #273 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Sheffer Family Retirement Plan holds $93K for 2 participants - about $46,489 per participant, among the smaller plans by assets on file.
- #273
- in Finance & Insurance (8,549 peers)
- -3.1%
- assets change YoY
The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sheffer Family Retirement Plan among the smaller filed plans by assets
Sheffer Family Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$92,978 6th percentile higher than 6% 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
Sheffer Family Retirement 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. Sheffer Family Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheffer Family Retirement Plan reported net income fell from -$2K in the plan year 2023 filing to -$3K in the plan year 2024 filing.
- Sheffer Family Retirement Plan end-of-year assets fell from $96K in the plan year 2023 filing to $93K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 461131846 · Sheffer Family, Inc. PY 2024 · 401(k)
Sheffer Family Retirement Plan · $93K · 2 · 6th
- VS-ST $93K
- BOY 2
- SCH 6th
- EBSA 401(k)
- PART near Robust Hauling Inc. Retirement Plan
- TYPE ind #273
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 →
Sheffer Family Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $96K |
|---|---|
| Net Assets (End of Year) | $93K |
| Net Income | -$3K |
| Employer EIN | 461131846 |
| Plan Effective Date | 2012-10-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheffer Family, Inc.)
Sponsor-wide plan assets over time
All Sheffer Family, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $93K 5.309040543430661% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $98K |
| 2023 | 1 | 2 | $96K |
| 2024 | 1 | 2 | $93K |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Sheffer Family Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Robust Hauling Inc. Retirement Plan in TN ($93K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($93K here).
- Robust Hauling Inc. Retirement Plan (TN) $93K · 2
- Wildwood Ventures, Inc. 401(k) Plan (VA) $93K · 3
- Goot Acquisitions Inc 401(k) Plan (WV) $93K · N/A
- Sd Screenmobile 401(k) Plan (CA) $93K · 3
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.