Civic Intelligence

Shepherd Companies

Plan context: Shepherd Companies Employees' Retirement Plan

EIN 95-1217578 • Brea, CA • 26 filings • 3 plans

3 Pointe Drive Suite 301Brea, CA 92821
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$9,879,574

2025 Contributions

$605,629

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$9,879,574$4,939,787$0200020132025YearValue
$9,879,574Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

4712360200020132025YearValue
13Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025113$9,879,574$605,629$46,587iApproximate average salary by contribution assumption: employee only about $1,164,671 at 4% or $776,447 at 6%; with 50% employer match about $776,447 at 4% or $517,632 at 6%; with 100% employer match about $582,336 at 4% or $388,224 at 6%.
Shepherd Companies Employees' Retirement Plan-13$9,879,574$605,629$46,587iApproximate average salary by contribution assumption: employee only about $1,164,671 at 4% or $776,447 at 6%; with 50% employer match about $776,447 at 4% or $517,632 at 6%; with 100% employer match about $582,336 at 4% or $388,224 at 6%.
2024117$9,214,215$410,757$24,162iApproximate average salary by contribution assumption: employee only about $604,054 at 4% or $402,703 at 6%; with 50% employer match about $402,703 at 4% or $268,469 at 6%; with 100% employer match about $302,027 at 4% or $201,351 at 6%.
Shepherd Companies Employees' Retirement Plan-17$9,214,215$410,757$24,162iApproximate average salary by contribution assumption: employee only about $604,054 at 4% or $402,703 at 6%; with 50% employer match about $402,703 at 4% or $268,469 at 6%; with 100% employer match about $302,027 at 4% or $201,351 at 6%.
2023117$7,932,984$413,130$24,302iApproximate average salary by contribution assumption: employee only about $607,544 at 4% or $405,029 at 6%; with 50% employer match about $405,029 at 4% or $270,020 at 6%; with 100% employer match about $303,772 at 4% or $202,515 at 6%.
Shepherd Companies Employees' Retirement Plan-17$7,932,984$413,130$24,302iApproximate average salary by contribution assumption: employee only about $607,544 at 4% or $405,029 at 6%; with 50% employer match about $405,029 at 4% or $270,020 at 6%; with 100% employer match about $303,772 at 4% or $202,515 at 6%.
2022120$6,747,312$387,506$19,375iApproximate average salary by contribution assumption: employee only about $484,383 at 4% or $322,922 at 6%; with 50% employer match about $322,922 at 4% or $215,281 at 6%; with 100% employer match about $242,191 at 4% or $161,461 at 6%.
Shepherd Companies Employees' Retirement Plan-20$6,747,312$387,506$19,375iApproximate average salary by contribution assumption: employee only about $484,383 at 4% or $322,922 at 6%; with 50% employer match about $322,922 at 4% or $215,281 at 6%; with 100% employer match about $242,191 at 4% or $161,461 at 6%.
2021121$7,459,712$328,580$15,647iApproximate average salary by contribution assumption: employee only about $391,167 at 4% or $260,778 at 6%; with 50% employer match about $260,778 at 4% or $173,852 at 6%; with 100% employer match about $195,583 at 4% or $130,389 at 6%.
Shepherd Companies Employees' Retirement Plan-21$7,459,712$328,580$15,647iApproximate average salary by contribution assumption: employee only about $391,167 at 4% or $260,778 at 6%; with 50% employer match about $260,778 at 4% or $173,852 at 6%; with 100% employer match about $195,583 at 4% or $130,389 at 6%.
2020120$6,295,727$318,489$15,924iApproximate average salary by contribution assumption: employee only about $398,111 at 4% or $265,408 at 6%; with 50% employer match about $265,408 at 4% or $176,938 at 6%; with 100% employer match about $199,056 at 4% or $132,704 at 6%.
Shepherd Companies Employees' Retirement Plan-20$6,295,727$318,489$15,924iApproximate average salary by contribution assumption: employee only about $398,111 at 4% or $265,408 at 6%; with 50% employer match about $265,408 at 4% or $176,938 at 6%; with 100% employer match about $199,056 at 4% or $132,704 at 6%.
2019121$5,839,742$304,757$14,512iApproximate average salary by contribution assumption: employee only about $362,806 at 4% or $241,871 at 6%; with 50% employer match about $241,871 at 4% or $161,247 at 6%; with 100% employer match about $181,403 at 4% or $120,935 at 6%.
Shepherd Companies Employees' Retirement Plan-21$5,839,742$304,757$14,512iApproximate average salary by contribution assumption: employee only about $362,806 at 4% or $241,871 at 6%; with 50% employer match about $241,871 at 4% or $161,247 at 6%; with 100% employer match about $181,403 at 4% or $120,935 at 6%.
2018120$4,781,450$263,250$13,163iApproximate average salary by contribution assumption: employee only about $329,063 at 4% or $219,375 at 6%; with 50% employer match about $219,375 at 4% or $146,250 at 6%; with 100% employer match about $164,531 at 4% or $109,688 at 6%.
Shepherd Companies Employees' Retirement Plan-20$4,781,450$263,250$13,163iApproximate average salary by contribution assumption: employee only about $329,063 at 4% or $219,375 at 6%; with 50% employer match about $219,375 at 4% or $146,250 at 6%; with 100% employer match about $164,531 at 4% or $109,688 at 6%.
2017120$4,884,336$238,792$11,940iApproximate average salary by contribution assumption: employee only about $298,490 at 4% or $198,993 at 6%; with 50% employer match about $198,993 at 4% or $132,662 at 6%; with 100% employer match about $149,245 at 4% or $99,497 at 6%.
Shepherd Companies Employees' Retirement Plan-20$4,884,336$238,792$11,940iApproximate average salary by contribution assumption: employee only about $298,490 at 4% or $198,993 at 6%; with 50% employer match about $198,993 at 4% or $132,662 at 6%; with 100% employer match about $149,245 at 4% or $99,497 at 6%.
2016119$4,550,973$242,176$12,746iApproximate average salary by contribution assumption: employee only about $318,653 at 4% or $212,435 at 6%; with 50% employer match about $212,435 at 4% or $141,623 at 6%; with 100% employer match about $159,326 at 4% or $106,218 at 6%.
Shepherd Companies Employees' Retirement Plan-19$4,550,973$242,176$12,746iApproximate average salary by contribution assumption: employee only about $318,653 at 4% or $212,435 at 6%; with 50% employer match about $212,435 at 4% or $141,623 at 6%; with 100% employer match about $159,326 at 4% or $106,218 at 6%.
2015120$4,457,792$226,746$11,337iApproximate average salary by contribution assumption: employee only about $283,433 at 4% or $188,955 at 6%; with 50% employer match about $188,955 at 4% or $125,970 at 6%; with 100% employer match about $141,716 at 4% or $94,478 at 6%.
Shepherd Companies Employees' Retirement Plan-20$4,457,792$226,746$11,337iApproximate average salary by contribution assumption: employee only about $283,433 at 4% or $188,955 at 6%; with 50% employer match about $188,955 at 4% or $125,970 at 6%; with 100% employer match about $141,716 at 4% or $94,478 at 6%.
2014122$4,268,979$217,818$9,901iApproximate average salary by contribution assumption: employee only about $247,520 at 4% or $165,014 at 6%; with 50% employer match about $165,014 at 4% or $110,009 at 6%; with 100% employer match about $123,760 at 4% or $82,507 at 6%.
Shepherd Companies Employees' Retirement Plan-22$4,268,979$217,818$9,901iApproximate average salary by contribution assumption: employee only about $247,520 at 4% or $165,014 at 6%; with 50% employer match about $165,014 at 4% or $110,009 at 6%; with 100% employer match about $123,760 at 4% or $82,507 at 6%.
2013122$4,058,797$219,529$9,979iApproximate average salary by contribution assumption: employee only about $249,465 at 4% or $166,310 at 6%; with 50% employer match about $166,310 at 4% or $110,873 at 6%; with 100% employer match about $124,732 at 4% or $83,155 at 6%.
Shepherd Companies Employees' Retirement Plan-22$4,058,797$219,529$9,979iApproximate average salary by contribution assumption: employee only about $249,465 at 4% or $166,310 at 6%; with 50% employer match about $166,310 at 4% or $110,873 at 6%; with 100% employer match about $124,732 at 4% or $83,155 at 6%.
2012123$3,337,364$227,430$9,888iApproximate average salary by contribution assumption: employee only about $247,207 at 4% or $164,804 at 6%; with 50% employer match about $164,804 at 4% or $109,870 at 6%; with 100% employer match about $123,603 at 4% or $82,402 at 6%.
Shepherd Companies Employees' Retirement Plan-23$3,337,364$227,430$9,888iApproximate average salary by contribution assumption: employee only about $247,207 at 4% or $164,804 at 6%; with 50% employer match about $164,804 at 4% or $109,870 at 6%; with 100% employer match about $123,603 at 4% or $82,402 at 6%.
2011126$3,096,809$242,627$9,332iApproximate average salary by contribution assumption: employee only about $233,295 at 4% or $155,530 at 6%; with 50% employer match about $155,530 at 4% or $103,687 at 6%; with 100% employer match about $116,648 at 4% or $77,765 at 6%.
Shepherd Companies Employees' Retirement Plan-26$3,096,809$242,627$9,332iApproximate average salary by contribution assumption: employee only about $233,295 at 4% or $155,530 at 6%; with 50% employer match about $155,530 at 4% or $103,687 at 6%; with 100% employer match about $116,648 at 4% or $77,765 at 6%.
2010127$2,863,383$247,373$9,162iApproximate average salary by contribution assumption: employee only about $229,049 at 4% or $152,699 at 6%; with 50% employer match about $152,699 at 4% or $101,800 at 6%; with 100% employer match about $114,525 at 4% or $76,350 at 6%.
Shepherd Companies Employees' Retirement Plan-27$2,863,383$247,373$9,162iApproximate average salary by contribution assumption: employee only about $229,049 at 4% or $152,699 at 6%; with 50% employer match about $152,699 at 4% or $101,800 at 6%; with 100% employer match about $114,525 at 4% or $76,350 at 6%.
2009117$2,539,686$251,512$14,795iApproximate average salary by contribution assumption: employee only about $369,871 at 4% or $246,580 at 6%; with 50% employer match about $246,580 at 4% or $164,387 at 6%; with 100% employer match about $184,935 at 4% or $123,290 at 6%.
Shepherd Companies Employees' Retirement Plan-17$2,539,686$251,512$14,795iApproximate average salary by contribution assumption: employee only about $369,871 at 4% or $246,580 at 6%; with 50% employer match about $246,580 at 4% or $164,387 at 6%; with 100% employer match about $184,935 at 4% or $123,290 at 6%.
2008117$2,058,383$232,216$13,660iApproximate average salary by contribution assumption: employee only about $341,494 at 4% or $227,663 at 6%; with 50% employer match about $227,663 at 4% or $151,775 at 6%; with 100% employer match about $170,747 at 4% or $113,831 at 6%.
Shepherd Companies Employees' Retirement Plan-17$2,058,383$232,216$13,660iApproximate average salary by contribution assumption: employee only about $341,494 at 4% or $227,663 at 6%; with 50% employer match about $227,663 at 4% or $151,775 at 6%; with 100% employer match about $170,747 at 4% or $113,831 at 6%.
2007117$2,227,495$233,808$13,753iApproximate average salary by contribution assumption: employee only about $343,835 at 4% or $229,224 at 6%; with 50% employer match about $229,224 at 4% or $152,816 at 6%; with 100% employer match about $171,918 at 4% or $114,612 at 6%.
Shepherd Companies Employees' Retirement Plan-17$2,227,495$233,808$13,753iApproximate average salary by contribution assumption: employee only about $343,835 at 4% or $229,224 at 6%; with 50% employer match about $229,224 at 4% or $152,816 at 6%; with 100% employer match about $171,918 at 4% or $114,612 at 6%.
2006114$2,139,380$240,770$17,198iApproximate average salary by contribution assumption: employee only about $429,946 at 4% or $286,631 at 6%; with 50% employer match about $286,631 at 4% or $191,087 at 6%; with 100% employer match about $214,973 at 4% or $143,315 at 6%.
Shepherd Companies Employees' Retirement Plan-14$2,139,380$240,770$17,198iApproximate average salary by contribution assumption: employee only about $429,946 at 4% or $286,631 at 6%; with 50% employer match about $286,631 at 4% or $191,087 at 6%; with 100% employer match about $214,973 at 4% or $143,315 at 6%.
2005116$2,305,257$61,969$3,873iApproximate average salary by contribution assumption: employee only about $96,827 at 4% or $64,551 at 6%; with 50% employer match about $64,551 at 4% or $43,034 at 6%; with 100% employer match about $48,413 at 4% or $32,276 at 6%.
Shepherd Companies Employees' Retirement Plan-16$2,305,257$61,969$3,873iApproximate average salary by contribution assumption: employee only about $96,827 at 4% or $64,551 at 6%; with 50% employer match about $64,551 at 4% or $43,034 at 6%; with 100% employer match about $48,413 at 4% or $32,276 at 6%.
2004134$2,243,830$287,640$8,460iApproximate average salary by contribution assumption: employee only about $211,500 at 4% or $141,000 at 6%; with 50% employer match about $141,000 at 4% or $94,000 at 6%; with 100% employer match about $105,750 at 4% or $70,500 at 6%.
Shepherd Companies Employees' Retirement Plan-34$2,243,830$287,640$8,460iApproximate average salary by contribution assumption: employee only about $211,500 at 4% or $141,000 at 6%; with 50% employer match about $141,000 at 4% or $94,000 at 6%; with 100% employer match about $105,750 at 4% or $70,500 at 6%.
2003134$1,924,688$958,133$28,180iApproximate average salary by contribution assumption: employee only about $704,510 at 4% or $469,673 at 6%; with 50% employer match about $469,673 at 4% or $313,115 at 6%; with 100% employer match about $352,255 at 4% or $234,837 at 6%.
Shepherd Companies Employees' Retirement Plan-34$1,924,688$958,133$28,180iApproximate average salary by contribution assumption: employee only about $704,510 at 4% or $469,673 at 6%; with 50% employer match about $469,673 at 4% or $313,115 at 6%; with 100% employer match about $352,255 at 4% or $234,837 at 6%.
20021471$0$0-
Shepherd Companies Employees' Retirement Plan-471---
20011429$8,308,186$0-
Shepherd Companies Employees' Retirement Plan-429$8,308,186--
20001410$9,200,856$0-
Shepherd Companies Employees' Retirement Plan-410$9,200,856--