401(k) · DOL Form 5500 · 2024

J L Shepherd & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
17
Participants Small participant base
43rd
Percentile by assets National rank
$316,333
Avg per participant High balance/head
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Official DOL plan name: J L Shepherd & Associates Profit Sharing 401(k) Plan · Sponsored by J L Shepherd & Associates, Inc. · California · Manufacturing

$5M in assets, 17 participants

J L Shepherd & Associates, Inc.'s J L Shepherd & Associates Profit Sharing 401(k) Plan reported $5M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,694 in Manufacturing (17,777 peers)

2024 asset change

J L Shepherd & Associates Profit Sharing 401(k) Plan pulled back noticeably 13.3% in 2024 ($6M → $5M) for 17 participants.

#4,694
in Manufacturing (17,777 peers)
-13.3%
assets change YoY

The plan reported a net loss of $826K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J L Shepherd & Associates Profit Sharing 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

J L Shepherd & Associates Profit Sharing 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,377,668 43rd percentile higher than 43% of 123,620 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 2024

J L Shepherd & Associates Profit Sharing 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J L Shepherd & Associates Profit Sharing 401(k) Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J L Shepherd & Associates Profit Sharing 401(k) Plan reported net income fell from $965K in the plan year 2023 filing to -$826K in the plan year 2024 filing.
  • J L Shepherd & Associates Profit Sharing 401(k) Plan end-of-year assets fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • J L Shepherd & Associates Profit Sharing 401(k) Plan reported participants fell from 19 in the plan year 2023 filing to 17 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 952477911 · J L Shepherd & Associates, Inc. PY 2024 · 401(k)

J L Shepherd & Associates Profit Sharing 401(k) Plan · $5M · 17 · 43rd

  • ASSETS $5M
  • PCT 17
  • EIN 43rd
  • RANK 401(k)
  • PHOTO near User Interviews 401(k) Plan
  • IND ind #4694

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 →

J L Shepherd & Associates Profit Sharing 401(k) Plan in the asset neighbourhood

J L Shepherd & Associates Profit Sharing 401(k) PlanJ L Shepherd & Associates Pr…$5MUser Interviews 401(k) Plan$5MMechanical Services Associates Corp. 401(k) Profit Sharing PlanMechanical Services Associat…$5MHochfelder & Weber, P.C. Cash or Deferred P/S PlanHochfelder & Weber, P.C. Cas…$5MCnc Manufacturing 401(k) Plan & TrustCnc Manufacturing 401(k) Pla…$5M
End-of-year total assets ($M) among J L Shepherd & Associates Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

J L Shepherd & Associates, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All J L Shepherd & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 2.6495644759423853% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.24M $5.38M ▲ +2.7%
Year Plans Participants Total Assets
2022 1 19 $5M
2023 1 19 $6M
2024 1 17 $5M

2024 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$826K
Employer EIN952477911
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

J L Shepherd & Associates Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants J L Shepherd & Associates Profit Sharing 401(k) Plan, Total assets ($B): 0.005377668 · Participants: 17J L Shepherd & Associates Profit Sharing 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
J L Shepherd & Associates Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare J L Shepherd & Associates Profit Sharing 401(k) Plan side-by-side with 3 peers →

J L Shepherd & Associates Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is User Interviews 401(k) Plan in NY ($5M); by covered participants it is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 participants); 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.

Frequently Asked Questions

How did J L Shepherd & Associates Profit Sharing 401(k) Plan assets move in 2024? ▼
J L Shepherd & Associates Profit Sharing 401(k) Plan pulled back noticeably - down 13.3% during 2024, from $6M to $5M. Reported net income was -$826K.
How have J L Shepherd & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J L Shepherd & Associates, Inc.'s sponsor-wide assets grew 2.6%, from $5M to $5M.
Which 401(k) plans are similar in size to J L Shepherd & Associates Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is User Interviews 401(k) Plan in NY ($5M, 115 participants).
Which 401(k) plans cover a similar participant headcount to J L Shepherd & Associates Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants, $343K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952477911.

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.