Sheppard Bus Service, Inc. Employees Savings Trust
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Sheppard Bus Service, Inc. · New Jersey · Transportation & Warehousing
What the 2023 filing shows
Sheppard Bus Service, Inc. Employees Savings Trust holds $6M for 505 participants — about $10,922 per participant, up 20.7% over the 2024 plan year.
- $6M
- total plan assets (2024 EOY)
- 505
- covered participants
- $10,922
- avg assets per participant
- +20.7%
- assets growth YoY
What the Filing Says About Sheppard Bus Service, Inc. Employees Savings Trust
Sheppard Bus Service, Inc. Employees Savings Trust is a Profit Sharing retirement plan sponsored by Sheppard Bus Service, Inc., headquartered in New Jersey. As of the 2024 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 505 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 221734132, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $5M at the beginning of 2024 to $6M at year-end — a gain of 20.7%. Net assets (after liabilities) closed the year at $6M, with reported net income of $945K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $5M |
| Total Assets (End of Year) | $6M |
| Net Assets (End of Year) | $6M |
| Net Income | $945K |
| Plan Type | Profit Sharing |
| Employer EIN | 221734132 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheppard Bus Service, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 435 | $4M |
| 2023 | 1 | 470 | $5M |
| 2024 | 1 | 505 | $6M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Princeton University Retirement Plan $2.1B · 8,456
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.7B · 17,739
- Princeton University Retirement Savings Plan $1.5B · 7,955
- Kenvue Savings Plan $1.1B · 4,039
Related Data
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Frequently Asked Questions
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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 221734132.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.