401(k) · DOL Form 5500 · 2024
The Shepherd Material Science Company 401(k) Plan
Data updated 2026-08-11
- $132M
- Total assets
- 488
- Participants
- 92nd
- Percentile by assets
- $270,635
- Avg per participant
Official DOL plan name: The Shepherd 401(k) Plan · Sponsored by The Shepherd Material Science Company · Ohio · Manufacturing
$132M in assets, 488 participants
The Shepherd Material Science Company's The Shepherd 401(k) Plan reported $132M in total assets and 488 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #15,715 in Manufacturing (17,777 peers)
Where The Shepherd 401(k) Plan sits by assets
The Shepherd 401(k) Plan sits in the top 10% of all filed plans by assets, $132M for 488 participants (~$270,635/participant), up 10.2% in 2024.
- $132M
- total plan assets (2024 EOY)
- 488
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $270,635
- avg assets per participant
Where The Shepherd 401(k) Plan sits by total assets
The Shepherd 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$132,069,812 Top 8% higher than 92% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Shepherd 401(k) Plan reported net income fell from $15M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- The Shepherd 401(k) Plan end-of-year assets rose from $120M in the plan year 2023 filing to $132M in the plan year 2024 filing.
The Shepherd 401(k) Plan vs the 2024 asset distribution
By assets, The Shepherd 401(k) Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $120M |
|---|---|
| Net Assets (End of Year) | $132M |
| Net Income | $12M |
| Employer EIN | 310989650 |
| Plan Effective Date | 1980-12-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Shepherd Material Science Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 517 | $105M |
| 2023 | 1 | 488 | $120M |
| 2024 | 1 | 488 | $132M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Shepherd 401(k) Plan by total assets, not by location.
- Ginkgo 401(k) Plan (MA) $132M · 1,193
- Pcb Piezotronics and Affiliated Companies Retirement Savings Plan (NY) $132M · 1,440
- Hawaiian Telcom 401(k) Plan for Hourly Employees (HI) $132M · 570
- The Dentists' Guild Retirement Program Pep (IA) $132M · N/A
Frequently Asked Questions
How did The Shepherd 401(k) Plan assets move in 2024? ▼
How have The Shepherd Material Science Company plan assets changed over time? ▼
Where does The Shepherd 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Shepherd 401(k) Plan? ▼
Next read for The Shepherd 401(k) Plan
Scale reading
Ways to act on The Shepherd 401(k) Plan's numbers.
- By total assets, The Shepherd 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- The Shepherd Material Science Company's sponsor-wide assets have grown 26.1% since 2022 across 3 plan years on file. More Manufacturing plans