401(k) · DOL Form 5500 · 2024

Shepherding Walk Incorporated 401(k) Plan

Data updated 2026-08-25

$24
Total assets Small plan by assets
3
Participants Small participant base
0th
Percentile by assets National rank
$8
Avg per participant Low balance/head
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Official DOL plan name: Shepherding Walk Incorporated Retirement Plan · Sponsored by Shepherding Walk Incorporated · Texas · Construction

$24 in assets, 3 participants

Shepherding Walk Incorporated's Shepherding Walk Incorporated Retirement Plan reported $24 in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 0th 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.

  • #14 in Construction (9,039 peers)

Shepherding Walk Incorporated multi-year trail

Shepherding Walk Incorporated's plans moved -100.0% in assets from 2023 to 2024; this filing shows Shepherding Walk Incorporated Retirement Plan at $24 / 3 participants.

#14
in Construction (9,039 peers)
-100.0%
assets change YoY

The plan reported a net loss of $196K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shepherding Walk Incorporated Retirement Plan among the smaller filed plans by assets

Shepherding Walk Incorporated Retirement Plan vs every filed plan by assets

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

$24 0th percentile higher than 0% 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

Shepherding Walk Incorporated 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. Shepherding Walk Incorporated Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shepherding Walk Incorporated Retirement Plan reported net income fell from $196K in the plan year 2023 filing to -$196K in the plan year 2024 filing.
  • Shepherding Walk Incorporated Retirement Plan end-of-year assets fell from $196K in the plan year 2023 filing to $24 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 922064609 · Shepherding Walk Incorporated PY 2024 · 401(k)

Shepherding Walk Incorporated Retirement Plan · $24 · 3 · 0th

  • NET $24
  • NET 3
  • NET 0th
  • NET 401(k)
  • NET near Lake Doctors Inc. 401(k) Profit Sharing Plan & Trust
  • NET ind #14

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 Construction retirement plans → · Plans in Texas →

Shepherding Walk Incorporated Retirement Plan in the asset neighbourhood

Shepherding Walk Incorporated Retirement PlanShepherding Walk Incorporate…$24Lake Doctors Inc. 401(k) Profit Sharing Plan & TrustLake Doctors Inc. 401(k) Pro…$24Kaczmarek & Associates Retirement PlanKaczmarek & Associates Retir…$24Hoosier Fitness, Inc. 401(k) PlanHoosier Fitness, Inc. 401(k)…$23B&w Southern Holdings, Ltd. Retirement PlanB&w Southern Holdings, Ltd. …$23
End-of-year total assets ($M) among Shepherding Walk Incorporated Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Shepherding Walk Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Shepherding Walk Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$24 99.9877499145046% vs 2023
2024 filing year
$0M$0.1M$0.2M$0.3M 20232024 $0.2M $0M ▼ -100.0%
Year Plans Participants Total Assets
2023 1 3 $196K
2024 1 3 $24

Shepherding Walk Incorporated filing trail (2024)

Total Assets (Beginning of Year)$196K
Net Assets (End of Year)$24
Net Income-$196K
Employer EIN922064609
Plan Effective Date2023-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Shepherding Walk Incorporated Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Shepherding Walk Incorporated Retirement Plan, Total assets ($B): 2.4e-8 · Participants: 3Shepherding Walk Incorporated Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Shepherding Walk Incorporated Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Shepherding Walk Incorporated Retirement Plan side-by-side with 3 peers →

Shepherding Walk Incorporated Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Lake Doctors Inc. 401(k) Profit Sharing Plan & Trust in FL ($24); by covered participants it is Arizona Mortgage & Investments 401(k) Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Shepherding Walk Incorporated Retirement Plan assets move in 2024? ▼
Shepherding Walk Incorporated Retirement Plan contracted severely - down 100.0% during 2024, from $196K to $24. Reported net income was -$196K.
How have Shepherding Walk Incorporated plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Shepherding Walk Incorporated's sponsor-wide assets declined 100.0%, from $196K to $24.
Where does Shepherding Walk Incorporated Retirement Plan rank by assets among Form 5500 filers? ▼
Shepherding Walk Incorporated Retirement Plan ranks in the 0th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Shepherding Walk Incorporated Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lake Doctors Inc. 401(k) Profit Sharing Plan & Trust in FL ($24, 129 participants).
Which 401(k) plans cover a similar participant headcount to Shepherding Walk Incorporated Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arizona Mortgage & Investments 401(k) Plan in AZ (3 participants, $1M 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 922064609.

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.