401(k) · DOL Form 5500 · 2024
Shepherd Electric Co., Inc. 401(k) Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 290
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $152,866
- Avg per participant Above avg balance/head
Official DOL plan name: Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan · Sponsored by Shepherd Electric Co., Inc. · Maryland · Wholesale Trade
$44M in assets, 290 participants
Shepherd Electric Co., Inc.'s Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan reported $44M in total assets and 290 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #5,064 in Wholesale Trade (6,080 peers)
Coverage in Maryland
Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan covers 290 participants in Maryland, about 31% of the average Maryland filer (state average ~929 per filing). Assets: $44M.
- #5,064
- in Wholesale Trade (6,080 peers)
- +3.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan's outsized position by total assets
Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$44,331,119 Top 17% higher than 83% 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
Shepherd Electric Company Inc. 401(k) and Profit Sharing 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. Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (290 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan reported net income fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan reported participants rose from 254 in the plan year 2023 filing to 290 in the plan year 2024 filing.
- Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $43M in the plan year 2023 filing to $44M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 520482550 · Shepherd Electric Co., Inc. PY 2024 · 401(k)
Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan · $44M · 290 · 83rd
- TYPE $44M
- TYPE 290
- TYPE 83rd
- TYPE 401(k)
- TYPE near Anderson Columbia Co., Inc. 401(k) Salary Reduction Plan
- TYPE ind #5064
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 Wholesale Trade retirement plans → · Plans in Maryland →
Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $2M |
| Employer EIN | 520482550 |
| Plan Effective Date | 1964-12-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shepherd Electric Co., Inc.)
Sponsor-wide plan assets over time
All Shepherd Electric Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 20.129457427444237% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 242 | $37M |
| 2023 | 1 | 254 | $43M |
| 2024 | 1 | 290 | $44M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Anderson Columbia Co., Inc. 401(k) Salary Reduction Plan in FL ($44M); by covered participants it is Bcinsourcing, LLC 401(k) Plan in KS (290 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
- Anderson Columbia Co., Inc. 401(k) Salary Reduction Plan (FL) $44M · 1,320
- In-Place Machining Company 401(k) Plan (WI) $44M · 422
- Bst Consultants. Inc. 401 (K) Plan (FL) $44M · 163
- Firetrol Protection Systems, Inc. 401(k) Savings Plan (TX) $44M · 1,016
Similar participant headcount
Nearest other-state filings by covered participants (290 participants); asset peers above are excluded.
- Bcinsourcing, LLC 401(k) Plan (KS) 290 · 0 off
- Care Partners Assisted Living Retirement Plan (WI) 290 · 0 off
- Western Holding Group, Inc. Profit Sharing & 401(k) Plan (MO) 290 · 0 off
- The Expo Group, LLC Employer 401(k) Plan (TX) 290 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.