401(k) · DOL Form 5500 · 2024
Pelton Shepherd Industries 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 171
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $18,248
- Avg per participant Low balance/head
Official DOL plan name: Pelton Shepherd Industries 401(k) Profit Sharing Plan & Trust · Sponsored by Pelton Shepherd Industries · California · Other Services
$3M in assets, 171 participants
Pelton Shepherd Industries's Pelton Shepherd Industries 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 171 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #4,503 in Other Services (7,719 peers)
Coverage in California
Pelton Shepherd Industries 401(k) Profit Sharing Plan & Trust covers 171 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $3M.
- #4,503
- in Other Services (7,719 peers)
- +22.6%
- assets growth YoY
Pelton Shepherd Industries 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers
Pelton Shepherd Industries 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,120,391 35th percentile higher than 35% 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
Pelton Shepherd Industries 401(k) Profit Sharing Plan & Trust 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. Pelton Shepherd Industries 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (171 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pelton Shepherd Industries 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Pelton Shepherd Industries 401(k) Profit Sharing Plan & Trust reported participants rose from 142 in the plan year 2023 filing to 171 in the plan year 2024 filing.
- Pelton Shepherd Industries 401(k) Profit Sharing Plan & Trust reported net income fell from $678K in the plan year 2023 filing to $575K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 941551414 · Pelton Shepherd Industries PY 2024 · 401(k)
Pelton Shepherd Industries 401(k) Profit Sharing Plan & Trust · $3M · 171 · 35th
- BOOK $3M
- VS-ST 171
- BOY 35th
- SCH 401(k)
- EBSA near St. Cloud Window, LLC
- PART ind #4503
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 Other Services retirement plans → · Plans in California →
Pelton Shepherd Industries 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $575K |
| Employer EIN | 941551414 |
| Plan Effective Date | 2011-02-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pelton Shepherd Industries)
Sponsor-wide plan assets over time
All Pelton Shepherd Industries plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 67.04743713352538% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 109 | $2M |
| 2023 | 1 | 142 | $3M |
| 2024 | 1 | 171 | $3M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Pelton Shepherd Industries 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is St. Cloud Window, LLC in MN ($3M); by covered participants it is Life Tech Inc in NJ (171 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- St. Cloud Window, LLC (MN) $3M · 37
- Trison Business Solutions, Inc. 401(k) Plan (NY) $3M · 77
- Trinity Stairs, Inc. 401(k) Plan (TX) $3M · 48
- Blueshift 401(k) Plan (NJ) $3M · 11
Similar participant headcount
Nearest other-state filings by covered participants (171 participants); asset peers above are excluded.
- Life Tech Inc (NJ) 171 · 0 off
- Associated Hardwoods, Inc. 401(k) Profit Sharing Plan (NC) 171 · 0 off
- Ace Precision Machining, LLC 401(k) Profit Sharing Plan (WI) 171 · 0 off
- Serving Children and Adults in Need, Inc. 401(k) Plan (TX) 171 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.