Chevrolet

Shepherd'S Chevrolet, Inc.

1002 STATE ROAD 114 WEST

NORTH MANCHESTER, IN 46962

Latest Filing: 2023Financial Data Through: 2023Source: DOL Form 5500-SF

Plan Data Available

Source-backed retirement-plan information is available to benchmark this dealership.

The leading signal

Shepherd'S Chevrolet, Inc.

No Trend YetParticipation Rate · 3-Year Trend
No trend yet
The participation-rate trend appears once at least two consecutive filings report both active and total participants.
No trend yet · Workforce footprint
Employer Contribution / Participant
$2,459
vs $852 National Median
Employer Percentile
Top 25%
Higher than 89% of peers
Where this sits vs national auto-dealer peers.

Participation rate is filed, but a 3-year trend is not available yet — it appears once at least two consecutive filings report both active and total participants. Employer contribution per participant is shown below.

Secondary context · Employer-contribution standing
Workhorse ↔ Racehorse
Top 25% Nationally
89th
percentile
WorkhorseRacehorse
Median

Benchmark Scorecard

Observable, source-backed metrics. No inferred grades or quality scores.

Employer Contribution / Participant
$2,459
vs $852 National Median
Top 25% Nationally

The lagging confirmation of plan health. Below median signals under-investment in workforce retention — the dollar has yet to follow the leading active-saver signal.

Participant Contribution / Participant
$3,827
vs $3,435 National Median
Above Median Nationally

The leading signal of plan engagement. A rising trajectory precedes the lagging employer-contribution dollar; below median can signal gaps in auto-enrollment or plan design.

Plan Assets / Participant
$64,176
vs $48,309 National Median
Above Median Nationally

How seasoned the workforce is. Below national median can also indicate higher-than-needed employee turnover.

Employer Contributions
$95,891
Latest source filing

Total annual employer contribution from the latest DOL filing.

Plan Assets
$2.5M
Latest source filing

The retirement pool employees are building. Larger pools reflect longer-tenured workforces.

Plan Participants
39
Latest source filing

Active employees covered by the plan — the scope of the dealership's retirement offering.

All-In Plan Cost

The total cost of running this plan — recordkeeping, administration, custody, advisory, and fiduciary fees — as a percentage of plan assets. Community-sourced from the dealership's own 408(b)(2) fee disclosure.

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Peer Position

Where this dealership ranks on Employer Contribution / Participant across cohorts of similarly comparable dealerships.

National Auto Dealers
Top 25%
Higher than 89% of peers
4966 valid peers
IN Dealers
Top 25%
Higher than 83% of peers
119 valid peers
Chevrolet Dealers
Top 10%
Higher than 91% of peers
557 valid peers
Similar-Size Dealers
Top 25%
Higher than 84% of peers
2198 valid peers

How You Compare

A side-by-side read of this dealership’s plan against the national industry average — and the gap you need to close to reach the peer median.

Peer averages from the DOL Form 5500 national dataset, 2023

Employer Contribution / Participant
Annual employer match & profit share per active participant.
Your Plan$2,459
Industry Avg$8524966 peers
Gap vs Avg+$1,607(+189%)above avg
Percentile89th
Participant Contribution / Participant
Employee deferrals per active participant.
Your Plan$3,827
Industry Avg$3,4355531 peers
Gap vs Avg+$392(+11%)above avg
Percentile58th
Plan Assets / Participant
Total plan assets per active participant.
Your Plan$64,176
Industry Avg$48,3095605 peers
Gap vs Avg+$15,867(+33%)above avg
Percentile64th
Admin Cost / Participant
All-in administrative expenses per participant. Lower is better.
Your Plan—
Industry AvgInsufficient peer dataContribute plan data
Gap vs Avg—
Percentile—
Admin Cost (bps of Assets)
Admin expenses as basis points of plan assets. Lower is better.
Your Plan—
Industry AvgInsufficient peer dataContribute plan data
Gap vs Avg—
Percentile—
Fee-to-Outcome Ratio
Employer $ generated per $1 of admin spend. Higher is better.
Your Plan—
Industry AvgInsufficient peer dataContribute plan data
Gap vs Avg—
Percentile—

Engagement Trajectory

Active-saver trajectory is the leading signal; employer contribution is the lagging confirmation. Public filings from 2022 to 2023. Missing years are not interpolated.

20222023015304560
Fewer than three annual filings with usable values — no trend available for active-saver trajectory.
Years available: 2022, 2023

Reported Plan Data

The public filing record behind every metric on this page — for audit and trust.

Plan SponsorSHEPHERD'S CHEVROLET, INC.
Plan NameSHEPHERD'S 401(K) PLAN
EIN Members351149511
Plan Number001
RecordkeeperNot yet contributed — contribute plan data
Waiting PeriodNot reported on this filing — contribute plan data
Trustee / Custodian—
Custodian Phone—
Recordkeeping Fees—
Latest Filing Year2023
Financial Data Year2023
Participants (active, EOY)39
Plan Assets$2.5M
Employer Contributions$95,891
Participant Contributions$149,251
Total Contributions$245,142
Plan Type401(k) + Profit Sharing + 401(m)
Source FormDOL Form 5500-SF
Source Filing ID20241126105621NAL0003556467001
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