401(k) · DOL Form 5500 · 2024

Shepard Exposition Services, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
681
Participants Below avg headcount
81st
Percentile by assets National rank
$57,242
Avg per participant Low balance/head
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Official DOL plan name: Shepard Exposition Services, Inc. 401(k) Plan · Sponsored by Shepard Exposition Services, Inc. · Georgia · Construction

$39M in assets, 681 participants

Shepard Exposition Services, Inc.'s Shepard Exposition Services, Inc. 401(k) Plan reported $39M in total assets and 681 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,189 in Construction (9,039 peers)

Where Shepard Exposition Services, Inc. 401(k) Plan sits by assets

Shepard Exposition Services, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $39M for 681 participants (~$57,242/participant), up 21.4% in 2024.

#7,189
in Construction (9,039 peers)
+21.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Shepard Exposition Services, Inc. 401(k) Plan's outsized position by total assets

Shepard Exposition Services, Inc. 401(k) Plan vs every filed plan by assets

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

$38,981,490 Top 19% higher than 81% 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. 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. Shepard Exposition Services, Inc. 401(k) Plan sits mid-pack in the medium band (681 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shepard Exposition Services, Inc. 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Shepard Exposition Services, Inc. 401(k) Plan end-of-year assets rose from $32M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Shepard Exposition Services, Inc. 401(k) Plan reported participants rose from 597 in the plan year 2023 filing to 681 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 581463468 · Shepard Exposition Services, Inc. PY 2024 · 401(k)

Shepard Exposition Services, Inc. 401(k) Plan · $39M · 681 · 81st

  • VS-ST $39M
  • BOY 681
  • SCH 81st
  • EBSA 401(k)
  • PART near Burke, Williams & Sorensen, LLP Associate 401(k) Profit Sharing Plan
  • TYPE ind #7189

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 Construction retirement plans → · Plans in Georgia →

Shepard Exposition Services, Inc. 401(k) Plan in the asset neighbourhood

Shepard Exposition Services, Inc. 401(k) PlanShepard Exposition Services,…$39MBurke, Williams & Sorensen, LLP Associate 401(k) Profit Sharing PlanBurke, Williams & Sorensen, …$39MJ.F. Lehman & Company, LLC Savings PlanJ.F. Lehman & Company, LLC S…$39MCovert Auto Group 401(k) Plan$39MHydromat, Inc. of St. Louis Mo 401(k) PlanHydromat, Inc. of St. Louis …$39M
End-of-year total assets ($M) among Shepard Exposition Services, Inc. 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)$32M
Net Assets (End of Year)$39M
Net Income$7M
Employer EIN581463468
Plan Effective Date1987-09-01
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 401(k) Plans in Georgia

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

Shepard Exposition Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Shepard Exposition Services, Inc. 401(k) Plan, Total assets ($B): 0.03898149 · Participants: 681Shepard Exposition Services, Inc. 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
Shepard Exposition Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Shepard Exposition Services, Inc. 401(k) Plan side-by-side with 3 peers →

Shepard Exposition Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Burke, Williams & Sorensen, LLP Associate 401(k) Profit Sharing Plan in CA ($39M); by covered participants it is National Frozen Foods Corporation Hourly 401(k) Plan and Trust in WA (681 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (681 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. 401(k) Plan assets move in 2024? ▼
Shepard Exposition Services, Inc. 401(k) Plan grew sharply - up 21.4% during 2024, from $32M to $39M. Reported net income was $7M.
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.
Where does Shepard Exposition Services, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Shepard Exposition Services, Inc. 401(k) Plan ranks in the 81st 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 Shepard Exposition Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Burke, Williams & Sorensen, LLP Associate 401(k) Profit Sharing Plan in CA ($39M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Shepard Exposition Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is National Frozen Foods Corporation Hourly 401(k) Plan and Trust in WA (681 participants, $10M 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.