Profit Sharing · DOL Form 5500 · 2022

Sherwin I. Pogrund PC Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
4
Participants Small participant base
55th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Sherwin I. Pogrund PC Employees' Profit Sharing Trust · Sponsored by Sherwin I. Pogrund PC · Illinois · Professional & Technical Services

$6M in assets, 4 participants

Sherwin I. Pogrund PC's Sherwin I. Pogrund PC Employees' Profit Sharing Trust reported $6M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #11,543 in Professional & Technical Services (21,562 peers)

Sherwin I. Pogrund PC multi-year trail

Sherwin I. Pogrund PC's plans moved +36.2% in assets from 2022 to 2024; this filing shows Sherwin I. Pogrund PC Employees' Profit Sharing Trust at $6M / 4 participants.

#11,543
in Professional & Technical Services (21,562 peers)
-20.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sherwin I. Pogrund PC Employees' Profit Sharing Trust's mid-pack asset rank among Professional & Technical Services and all filers

Sherwin I. Pogrund PC Employees' Profit Sharing Trust vs every filed plan by assets

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

$6,325,236 Top 45% higher than 55% 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

Sherwin I. Pogrund PC Employees' Profit Sharing 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. Sherwin I. Pogrund PC Employees' Profit Sharing Trust is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 362893992 · Sherwin I. Pogrund PC PY 2022 · Profit Sharing

Sherwin I. Pogrund PC Employees' Profit Sharing Trust · $6M · 4 · 55th

  • RANK $6M
  • RANK 4
  • RANK 55th
  • RANK Profit Sharing
  • RANK near Anthony Napolitano, M.D., P.C. Profit Sharing Plan & Trust
  • RANK ind #11543

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 Illinois →

Sherwin I. Pogrund PC Employees' Profit Sharing Trust in the asset neighbourhood

Sherwin I. Pogrund PC Employees' Profit Sharing TrustSherwin I. Pogrund PC Employ…$6MAnthony Napolitano, M.D., P.C. Profit Sharing Plan & TrustAnthony Napolitano, M.D., P.…$6MRr Group, Inc. Employee's Profit Sharing PlanRr Group, Inc. Employee's Pr…$6MAppellate Defenders, Inc. Discretionary Contribution Ee Benefit PlanAppellate Defenders, Inc. Di…$6MDavid Colden a Professional Corporation Profit Sharing PlanDavid Colden a Professional …$6M
End-of-year total assets ($M) among Sherwin I. Pogrund PC Employees' Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Sherwin I. Pogrund PC multi-year asset trail

Sponsor-wide plan assets over time

All Sherwin I. Pogrund PC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 36.16995476532417% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.33M $8.61M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 4 $6M
2023 1 4 $7M
2024 1 4 $9M

Sherwin I. Pogrund PC filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN362893992
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sherwin I. Pogrund PC Employees' Profit Sharing Trust vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Sherwin I. Pogrund PC Employees' Profit Sharing Trust, Total assets ($B): 0.006325236 · Participants: 4Sherwin I. Pogrund PC Employees' Profit Sharing TrustW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 2.979108031 · Participants: 17181W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 2.855707618 · Participants: 21985Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.451303819 · Participants: 4327Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.415984134 · Participants: 16140Mid-America Carpenters Regional Council Supplemental Retirement PlanAccenture United States Discretionary Profit Sharing Plan, Total assets ($B): 0.893156479 · Participants: 10992Accenture United States Discretionary Profit Sharing Plan
Sherwin I. Pogrund PC Employees' Profit Sharing Trust vs. nearby Profit Sharing plans in Illinois, assets vs. participants

Sherwin I. Pogrund PC Employees' Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Anthony Napolitano, M.D., P.C. Profit Sharing Plan & Trust in NY ($6M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Sherwin I. Pogrund PC Employees' Profit Sharing Trust assets move in 2022? ▼
Sherwin I. Pogrund PC Employees' Profit Sharing Trust declined sharply - down 20.2% during 2022, from $8M to $6M. Reported net income was -$2M.
How have Sherwin I. Pogrund PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sherwin I. Pogrund PC's sponsor-wide assets grew 36.2%, from $6M to $9M.
Which Profit Sharing plans are similar in size to Sherwin I. Pogrund PC Employees' Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Anthony Napolitano, M.D., P.C. Profit Sharing Plan & Trust in NY ($6M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Sherwin I. Pogrund PC Employees' Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A in assets).