401(k) · DOL Form 5500 · 2022

Sherman & Ross, Cpa's 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
37th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Sherman & Ross, Cpa's Employee Benefit Plan · Sponsored by Sherman & Ross, Cpa's · New Jersey · Professional & Technical Services

$2M in assets, 2 participants

Sherman & Ross, Cpa's's Sherman & Ross, Cpa's Employee Benefit Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,299 in Professional & Technical Services (21,562 peers)

2022 asset change

Sherman & Ross, Cpa's Employee Benefit Plan pulled back noticeably 13.8% in 2022 ($3M → $2M) for 2 participants.

#7,299
in Professional & Technical Services (21,562 peers)
-13.8%
assets change YoY

The plan reported a net loss of $395K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sherman & Ross, Cpa's Employee Benefit Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sherman & Ross, Cpa's Employee Benefit Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,456,134 37th percentile higher than 37% of 139,123 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 2022

Sherman & Ross, Cpa's Employee Benefit Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sherman & Ross, Cpa's Employee Benefit Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 222708923 · Sherman & Ross, Cpa's PY 2022 · 401(k)

Sherman & Ross, Cpa's Employee Benefit Plan · $2M · 2 · 37th

  • EOY $2M
  • 5500 2
  • ASSETS 37th
  • PCT 401(k)
  • EIN near Rally House/Sampler Stores, Inc. 401(k) Plan
  • RANK ind #7299

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

Sherman & Ross, Cpa's Employee Benefit Plan in the asset neighbourhood

Sherman & Ross, Cpa's Employee Benefit PlanSherman & Ross, Cpa's Employ…$2MRally House/Sampler Stores, Inc. 401(k) PlanRally House/Sampler Stores, …$2MCpap 401(k) Plan$2MJ.R. Vinagro Corporation 401 (K) Profit Sharing Plan & TrustJ.R. Vinagro Corporation 401…$2MSupreme Oil Co. 401(k) Profit Sharing PlanSupreme Oil Co. 401(k) Profi…$2M
End-of-year total assets ($M) among Sherman & Ross, Cpa's Employee Benefit Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sherman & Ross, Cpa's years around the 2022 move

Sponsor-wide plan assets over time

All Sherman & Ross, Cpa's plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.486779630101615% vs 2022
2023 filing year
$2.4M$2.45M$2.5M$2.55M$2.6M$2.65M 20222023 $2.46M $2.62M ▲ +6.5%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $3M

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$395K
Employer EIN222708923
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Sherman & Ross, Cpa's Employee Benefit Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Sherman & Ross, Cpa's Employee Benefit Plan, Total assets ($B): 0.002456134 · Participants: 2Sherman & Ross, Cpa's Employee Benefit PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Sherman & Ross, Cpa's Employee Benefit Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Sherman & Ross, Cpa's Employee Benefit Plan side-by-side with 3 peers →

Sherman & Ross, Cpa's Employee Benefit Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Rally House/Sampler Stores, Inc. 401(k) Plan in KS ($2M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sherman & Ross, Cpa's Employee Benefit Plan assets move in 2022? ▼
Sherman & Ross, Cpa's Employee Benefit Plan pulled back noticeably - down 13.8% during 2022, from $3M to $2M. Reported net income was -$395K.
How have Sherman & Ross, Cpa's plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Sherman & Ross, Cpa's's sponsor-wide assets grew 6.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Sherman & Ross, Cpa's Employee Benefit Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rally House/Sampler Stores, Inc. 401(k) Plan in KS ($2M, 340 participants).
Which 401(k) plans cover a similar participant headcount to Sherman & Ross, Cpa's Employee Benefit Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222708923.

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.