401(k) · DOL Form 5500 · 2022
Sheridan Asset Management LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $341,595
- Avg per participant High balance/head
Official DOL plan name: Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Sheridan Asset Management LLC · New York · Finance & Insurance
$2M in assets, 5 participants
Sheridan Asset Management LLC's Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.
- #1,959 in Finance & Insurance (9,261 peers)
Sheridan Asset Management LLC multi-year trail
Sheridan Asset Management LLC's plans moved +25.0% in assets from 2022 to 2024; this filing shows Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust at $2M / 5 participants.
- #1,959
- in Finance & Insurance (9,261 peers)
- -3.8%
- assets change YoY
The plan reported a net loss of $68K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,707,977 31st percentile higher than 31% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.
Published 5500 schedule card
Filing strip 010631944 · Sheridan Asset Management LLC PY 2022 · 401(k)
Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust · $2M · 5 · 31st
- BOOK $2M
- VS-ST 5
- BOY 31st
- SCH 401(k)
- EBSA near Golden Valley Engineering & Surveying Inc. 401(k) Profit Sharing Plan
- PART ind #1959
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 Finance & Insurance retirement plans → · Plans in New York →
Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Sheridan Asset Management LLC multi-year asset trail
Sponsor-wide plan assets over time
All Sheridan Asset Management LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 24.989914969580973% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 5 | $2M |
| 2024 | 1 | 5 | $2M |
Sheridan Asset Management LLC filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$68K |
| Employer EIN | 010631944 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Golden Valley Engineering & Surveying Inc. 401(k) Profit Sharing Plan in CA ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.