401(k) · DOL Form 5500 · 2024

Shepherd Insurance, LLC 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
551
Participants Below avg headcount
85th
Percentile by assets National rank
$101,024
Avg per participant Below avg balance/head
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Official DOL plan name: Shepherd Insurance, LLC 401(k) Plan · Sponsored by Shepherd Insurance, LLC · Indiana · Finance & Insurance

$56M in assets, 551 participants

Shepherd Insurance, LLC's Shepherd Insurance, LLC 401(k) Plan reported $56M in total assets and 551 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,596 in Finance & Insurance (8,549 peers)

Where Shepherd Insurance, LLC 401(k) Plan sits by assets

Shepherd Insurance, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $56M for 551 participants (~$101,024/participant), up 30.5% in 2024.

#6,596
in Finance & Insurance (8,549 peers)
+30.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Shepherd Insurance, LLC 401(k) Plan's outsized position by total assets

Shepherd Insurance, LLC 401(k) Plan vs every filed plan by assets

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

$55,664,402 Top 15% higher than 85% 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

Shepherd Insurance, 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. Shepherd Insurance, LLC 401(k) Plan sits mid-pack in the medium band (551 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shepherd Insurance, LLC 401(k) Plan end-of-year assets rose from $43M in the plan year 2023 filing to $56M in the plan year 2024 filing.
  • Shepherd Insurance, LLC 401(k) Plan reported participants rose from 433 in the plan year 2023 filing to 551 in the plan year 2024 filing.
  • Shepherd Insurance, LLC 401(k) Plan reported net income rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 453540375 · Shepherd Insurance, LLC PY 2024 · 401(k)

Shepherd Insurance, LLC 401(k) Plan · $56M · 551 · 85th

  • IND $56M
  • EOY 551
  • 5500 85th
  • ASSETS 401(k)
  • PCT near Littlejohn & Co., LLC 401(k) Profit Sharing Plan
  • EIN ind #6596

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 Finance & Insurance retirement plans → · Plans in Indiana →

Shepherd Insurance, LLC 401(k) Plan in the asset neighbourhood

Great Clips, Inc. 401(k) Plan$56MLittlejohn & Co., LLC 401(k) Profit Sharing PlanLittlejohn & Co., LLC 401(k)…$56MShepherd Insurance, LLC 401(k) PlanShepherd Insurance, LLC 401(…$56MBalls Food Stores 401(k) Retirement PlanBalls Food Stores 401(k) Ret…$56MDelaney Radiologists, P.a. 401(k) Profit-Sharing Plan and TrustDelaney Radiologists, P.a. 4…$56M
End-of-year total assets ($M) among Shepherd Insurance, LLC 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)$43M
Net Assets (End of Year)$56M
Net Income$10M
Employer EIN453540375
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shepherd Insurance, LLC)

Sponsor-wide plan assets over time

All Shepherd Insurance, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$56M 63.10525622114128% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $34.1M $55.7M ▲ +63.1%
Year Plans Participants Total Assets
2022 1 425 $34M
2023 1 433 $43M
2024 1 551 $56M

Nearby 401(k) Plans in Indiana

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

Shepherd Insurance, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Shepherd Insurance, LLC 401(k) Plan, Total assets ($B): 0.055664402 · Participants: 551Shepherd Insurance, LLC 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Shepherd Insurance, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Shepherd Insurance, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Littlejohn & Co., LLC 401(k) Profit Sharing Plan in CT ($56M); by covered participants it is Ivx Health 401(k) Plan in TN (551 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (551 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 Shepherd Insurance, LLC 401(k) Plan assets move in 2024? ▼
Shepherd Insurance, LLC 401(k) Plan surged - up 30.5% during 2024, from $43M to $56M. Reported net income was $10M.
How have Shepherd Insurance, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shepherd Insurance, LLC's sponsor-wide assets grew 63.1%, from $34M to $56M.
Where does Shepherd Insurance, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Shepherd Insurance, LLC 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shepherd Insurance, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Littlejohn & Co., LLC 401(k) Profit Sharing Plan in CT ($56M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Shepherd Insurance, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ivx Health 401(k) Plan in TN (551 participants, $18M 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 453540375.

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.