401(k) · DOL Form 5500 · 2024

The Shepherd Material Science Company 401(k) Plan

Data updated 2026-08-25

$132M
Total assets Near avg plan size
488
Participants Below avg headcount
92nd
Percentile by assets National rank
$270,635
Avg per participant High balance/head
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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.

  • #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.

#15,715
in Manufacturing (17,777 peers)
+10.2%
assets growth YoY
1.3×
vs typical plan assets (national mean)

The Shepherd 401(k) Plan's outsized position 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

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

The Shepherd 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Shepherd 401(k) Plan sits mid-pack in the medium band (488 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 310989650 · The Shepherd Material Science Company PY 2024 · 401(k)

The Shepherd 401(k) Plan · $132M · 488 · 92nd

  • EBSA $132M
  • PART 488
  • TYPE 92nd
  • NET 401(k)
  • BOOK near Ginkgo 401(k) Plan
  • VS-ST ind #15715

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 Ohio →

The Shepherd 401(k) Plan in the asset neighbourhood

The Dentists' Guild Retirement Program PepThe Dentists' Guild Retireme…$132MHawaiian Telcom 401(k) Plan for Hourly EmployeesHawaiian Telcom 401(k) Plan …$132MGinkgo 401(k) Plan$132MThe Shepherd 401(k) Plan$132MPcb Piezotronics and Affiliated Companies Retirement Savings PlanPcb Piezotronics and Affilia…$132M
End-of-year total assets ($M) among The Shepherd 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$132M
Net Income$12M
Employer EIN310989650
Plan Effective Date1980-12-23
Filing StatusFILING RECEIVED

Sponsor Plan History (The Shepherd Material Science Company)

Sponsor-wide plan assets over time

All The Shepherd Material Science Company plans reported in each filing year

Latest sponsor-wide plan assets
$132M 26.093530923873825% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $105M $132M ▲ +26.1%
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.

The Shepherd 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Shepherd 401(k) Plan, Total assets ($B): 0.132069812 · Participants: 488The Shepherd 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
The Shepherd 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Shepherd 401(k) Plan side-by-side with 3 peers →

The Shepherd 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Ginkgo 401(k) Plan in MA ($132M); by covered participants it is Avanquest North America LLC. Retirement Plan in CA (488 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($132M here).

Similar participant headcount

Nearest other-state filings by covered participants (488 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 The Shepherd 401(k) Plan assets move in 2024? ▼
The Shepherd 401(k) Plan grew at a solid clip - up 10.2% during 2024, from $120M to $132M. Reported net income was $12M.
How have The Shepherd Material Science Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Shepherd Material Science Company's sponsor-wide assets grew 26.1%, from $105M to $132M.
Where does The Shepherd 401(k) Plan rank by assets among Form 5500 filers? ▼
The Shepherd 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Shepherd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ginkgo 401(k) Plan in MA ($132M, 1,193 participants).
Which 401(k) plans cover a similar participant headcount to The Shepherd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avanquest North America LLC. Retirement Plan in CA (488 participants, $33M 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 310989650.

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.