ESOP · DOL Form 5500 · 2024

Shepard Exposition Services, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
408
Participants Below avg headcount
52nd
Percentile by assets National rank
$20,686
Avg per participant Low balance/head
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Official DOL plan name: Shepard Exposition Services, Inc. Employee Stock Ownership Plan · Sponsored by Shepard Exposition Services, Inc. · Georgia · Construction

$8M in assets, 408 participants

Shepard Exposition Services, Inc.'s Shepard Exposition Services, Inc. Employee Stock Ownership Plan reported $8M in total assets and 408 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #4,568 in Construction (9,039 peers)

Coverage in Georgia

Shepard Exposition Services, Inc. Employee Stock Ownership Plan covers 408 participants in Georgia, about 37% of the average Georgia filer (state average ~1,096 per filing). Assets: $8M.

#4,568
in Construction (9,039 peers)
-9.9%
assets change YoY

The plan reported a net loss of $644K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shepard Exposition Services, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Shepard Exposition Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,439,810 Top 48% higher than 52% 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

Shepard Exposition Services, Inc. Employee Stock Ownership 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. Shepard Exposition Services, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (408 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shepard Exposition Services, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to -$644K in the plan year 2024 filing.
  • Shepard Exposition Services, Inc. Employee Stock Ownership Plan reported participants rose from 298 in the plan year 2023 filing to 408 in the plan year 2024 filing.
  • Shepard Exposition Services, Inc. Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 581463468 · Shepard Exposition Services, Inc. PY 2024 · ESOP

Shepard Exposition Services, Inc. Employee Stock Ownership Plan · $8M · 408 · 52nd

  • EOY $8M
  • EOY 408
  • EOY 52nd
  • EOY ESOP
  • EOY near Ms Consultants, Inc. ESOP Profit Sharing/Stock Bonus Plan
  • EOY ind #4568

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 What is an ESOP? → · Plans in Georgia →

Shepard Exposition Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Tsc 401(k) Employee Stock Ownership PlanTsc 401(k) Employee Stock Ow…$8MScott Sales Co. Employee Stock Ownership PlanScott Sales Co. Employee Sto…$8MReed Manufacturing Company, Inc. Employee Stock Ownership PlanReed Manufacturing Company, …$8MShepard Exposition Services, Inc. Employee Stock Ownership PlanShepard Exposition Services,…$8MMs Consultants, Inc. ESOP Profit Sharing/Stock Bonus PlanMs Consultants, Inc. ESOP Pr…$8M
End-of-year total assets ($M) among Shepard Exposition Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$6M
Net Income-$644K
Employer EIN581463468
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shepard Exposition Services, Inc.)

Sponsor-wide plan assets over time

All Shepard Exposition Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 35.15861049470714% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.1M $47.4M ▲ +35.1%
Year Plans Participants Total Assets
2022 2 756 $35M
2023 2 895 $41M
2024 2 1,089 $47M

Nearby ESOP Plans in Georgia

Peer ESOP plans, same state, same plan type, ranked by total assets.

Shepard Exposition Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Shepard Exposition Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 8.43981 · Participants: 408Shepard Exposition Services, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 681.121519 · Participants: 1745Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 548.082498 · Participants: 494Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 522.430924 · Participants: 485Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 281.399754 · Participants: 488Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 230.799825 · Participants: 324Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Shepard Exposition Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Shepard Exposition Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Shepard Exposition Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Ms Consultants, Inc. ESOP Profit Sharing/Stock Bonus Plan in OH ($8M); by covered participants it is Urban Engineers, Inc. Employee Stock Ownership Plan in PA (408 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (408 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 Shepard Exposition Services, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Shepard Exposition Services, Inc. Employee Stock Ownership Plan pulled back noticeably - down 9.9% during 2024, from $9M to $8M. Reported net income was -$644K.
How have Shepard Exposition Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shepard Exposition Services, Inc.'s sponsor-wide assets grew 35.2%, from $35M to $47M.
Which ESOP plans are similar in size to Shepard Exposition Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ms Consultants, Inc. ESOP Profit Sharing/Stock Bonus Plan in OH ($8M, 185 participants).
Which ESOP plans cover a similar participant headcount to Shepard Exposition Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Urban Engineers, Inc. Employee Stock Ownership Plan in PA (408 participants, $9M 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 581463468.

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.