401(k) · DOL Form 5500 · 2023

Shepard Steel Co., Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
88
Participants Small participant base
66th
Percentile by assets National rank
$160,780
Avg per participant Above avg balance/head
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Official DOL plan name: Shepard Steel Co., Inc. Section 401(k) Profit Sharing Plan · Sponsored by Shepard Steel Co., Inc. · Connecticut · Manufacturing

$14M in assets, 88 participants

Shepard Steel Co., Inc.'s Shepard Steel Co., Inc. Section 401(k) Profit Sharing Plan reported $14M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #10,134 in Manufacturing (18,722 peers)

Shepard Steel Co., Inc. multi-year trail

Shepard Steel Co., Inc.'s plans moved +29.5% in assets from 2022 to 2023; this filing shows Shepard Steel Co., Inc. Section 401(k) Profit Sharing Plan at $14M / 88 participants.

#10,134
in Manufacturing (18,722 peers)
+29.5%
assets growth YoY

Shepard Steel Co., Inc. Section 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Shepard Steel Co., Inc. Section 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,148,624 Top 34% higher than 66% 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 Steel Co., Inc. Section 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shepard Steel Co., Inc. Section 401(k) Profit Sharing Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shepard Steel Co., Inc. Section 401(k) Profit Sharing Plan reported net income rose from $687K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Shepard Steel Co., Inc. Section 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Shepard Steel Co., Inc. Section 401(k) Profit Sharing Plan reported participants rose from 78 in the plan year 2022 filing to 88 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 060743773 · Shepard Steel Co., Inc. PY 2023 · 401(k)

Shepard Steel Co., Inc. Section 401(k) Profit Sharing Plan · $14M · 88 · 66th

  • ASSETS $14M
  • PCT 88
  • EIN 66th
  • RANK 401(k)
  • PHOTO near First State Bank Employee Savings Plan
  • IND ind #10134

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 Connecticut →

Shepard Steel Co., Inc. Section 401(k) Profit Sharing Plan in the asset neighbourhood

Shepard Steel Co., Inc. Section 401(k) Profit Sharing PlanShepard Steel Co., Inc. Sect…$14MFirst State Bank Employee Savings PlanFirst State Bank Employee Sa…$14MPearlman Group 401(k) Plan$14MDallas Zoo Management, Inc. 401(k) PlanDallas Zoo Management, Inc. …$14MSmetana & Associates Construction Company Employee Stock Ownership Plan and TrustSmetana & Associates Constru…$14M
End-of-year total assets ($M) among Shepard Steel Co., Inc. Section 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Shepard Steel Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shepard Steel Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 29.514940886927675% vs 2022
2023 filing year
$10M$11M$12M$13M$14M$15M 20222023 $10.9M $14.2M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 78 $11M
2023 1 88 $14M

Shepard Steel Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN060743773
Plan Effective Date1975-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Shepard Steel Co., Inc. Section 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Shepard Steel Co., Inc. Section 401(k) Profit Sharing Plan, Total assets ($B): 0.014148624 · Participants: 88Shepard Steel Co., Inc. Section 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Shepard Steel Co., Inc. Section 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Shepard Steel Co., Inc. Section 401(k) Profit Sharing Plan side-by-side with 3 peers →

Shepard Steel Co., Inc. Section 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is First State Bank Employee Savings Plan in TX ($14M); by covered participants it is Martines Palmeiro Construction 401(k) Plan in CO (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Steel Co., Inc. Section 401(k) Profit Sharing Plan assets move in 2023? ▼
Shepard Steel Co., Inc. Section 401(k) Profit Sharing Plan grew sharply - up 29.5% during 2023, from $11M to $14M. Reported net income was $3M.
How have Shepard Steel Co., Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Shepard Steel Co., Inc.'s sponsor-wide assets grew 29.5%, from $11M to $14M.
Which 401(k) plans are similar in size to Shepard Steel Co., Inc. Section 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is First State Bank Employee Savings Plan in TX ($14M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Shepard Steel Co., Inc. Section 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Martines Palmeiro Construction 401(k) Plan in CO (88 participants, N/A 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 060743773.

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.