401(k) · DOL Form 5500 · 2024

Howard Sheppard, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
523
Participants Below avg headcount
57th
Percentile by assets National rank
$20,105
Avg per participant Low balance/head
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Official DOL plan name: Howard Sheppard, LLC 401(k) Plan · Sponsored by Howard Sheppard, LLC · Georgia · Transportation & Warehousing

$11M in assets, 523 participants

Howard Sheppard, LLC's Howard Sheppard, LLC 401(k) Plan reported $11M in total assets and 523 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,912 in Transportation & Warehousing (3,299 peers)

Coverage in Georgia

Howard Sheppard, LLC 401(k) Plan covers 523 participants in Georgia, about 48% of the average Georgia filer (state average ~1,096 per filing). Assets: $11M.

#1,912
in Transportation & Warehousing (3,299 peers)
-2.1%
assets change YoY

The plan reported a net loss of $224K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Howard Sheppard, LLC 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Howard Sheppard, LLC 401(k) Plan vs every filed plan by assets

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

$10,514,817 Top 43% higher than 57% 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

Howard Sheppard, LLC 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. Howard Sheppard, LLC 401(k) Plan sits mid-pack in the medium band (523 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Howard Sheppard, LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$224K in the plan year 2024 filing.
  • Howard Sheppard, LLC 401(k) Plan reported participants fell from 584 in the plan year 2023 filing to 523 in the plan year 2024 filing.
  • Howard Sheppard, LLC 401(k) Plan end-of-year assets fell from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 884056071 · Howard Sheppard, LLC PY 2024 · 401(k)

Howard Sheppard, LLC 401(k) Plan · $11M · 523 · 57th

  • PART $11M
  • TYPE 523
  • NET 57th
  • BOOK 401(k)
  • VS-ST near Citizens Bank Group, Inc. Retirement Savings Plan
  • BOY ind #1912

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 Transportation & Warehousing retirement plans → · Plans in Georgia →

Howard Sheppard, LLC 401(k) Plan in the asset neighbourhood

Howard Sheppard, LLC 401(k) PlanHoward Sheppard, LLC 401(k) …$11MCitizens Bank Group, Inc. Retirement Savings PlanCitizens Bank Group, Inc. Re…$11MRadian Generation LLC 401(k) PlanRadian Generation LLC 401(k)…$11MKing Machine of Charlotte 401(k) PlanKing Machine of Charlotte 40…$11MOhio Shared Information Services, Inc. 401(k) PlanOhio Shared Information Serv…$11M
End-of-year total assets ($M) among Howard Sheppard, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income-$224K
Employer EIN884056071
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Howard Sheppard, LLC)

Sponsor-wide plan assets over time

All Howard Sheppard, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 2.0815870602034114% vs 2023
2024 filing year
$10.4M$10.5M$10.6M$10.7M$10.8M 20232024 $10.7M $10.5M ▼ -2.1%
Year Plans Participants Total Assets
2023 1 584 $11M
2024 1 523 $11M

Nearby 401(k) Plans in Georgia

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

Howard Sheppard, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Howard Sheppard, LLC 401(k) Plan, Total assets ($B): 0.010514817 · Participants: 523Howard Sheppard, LLC 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Howard Sheppard, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Howard Sheppard, LLC 401(k) Plan side-by-side with 3 peers →

Howard Sheppard, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Citizens Bank Group, Inc. Retirement Savings Plan in MN ($11M); by covered participants it is Optimizely 401(k) Profit Sharing Plan & Trust in NH (523 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (523 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 Howard Sheppard, LLC 401(k) Plan assets move in 2024? ▼
Howard Sheppard, LLC 401(k) Plan edged down modestly - down 2.1% during 2024, from $11M to $11M. Reported net income was -$224K.
How have Howard Sheppard, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Howard Sheppard, LLC's sponsor-wide assets declined 2.1%, from $11M to $11M.
Which 401(k) plans are similar in size to Howard Sheppard, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Citizens Bank Group, Inc. Retirement Savings Plan in MN ($11M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Howard Sheppard, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Optimizely 401(k) Profit Sharing Plan & Trust in NH (523 participants, $75M 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 884056071.

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.