401(k) · DOL Form 5500 · 2022

Sheehan & Company, C.P.a., P.C. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
47
Participants Small participant base
75th
Percentile by assets National rank
$360,022
Avg per participant High balance/head
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Official DOL plan name: Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan · Sponsored by Sheehan & Company, C.P.a., P.C. · New York · Professional & Technical Services

$17M in assets, 47 participants

Sheehan & Company, C.P.a., P.C.'s Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan reported $17M in total assets and 47 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #16,058 in Professional & Technical Services (21,562 peers)

Where Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan sits by assets

Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $17M for 47 participants (~$360,022/participant), down 21.3% in 2022.

#16,058
in Professional & Technical Services (21,562 peers)
-21.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,921,050 Top 25% higher than 75% 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

Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan is a small filing (47 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 132709344 · Sheehan & Company, C.P.a., P.C. PY 2022 · 401(k)

Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan · $17M · 47 · 75th

  • ASSETS $17M
  • ASSETS 47
  • ASSETS 75th
  • ASSETS 401(k)
  • ASSETS near Centerspace 401(k) Plan
  • ASSETS ind #16058

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 York →

Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing PlanSheehan & Company, C.P.a., P…$17MCenterspace 401(k) Plan$17MThe Urology Center P C 401(k) Plan and TrustThe Urology Center P C 401(k…$17MSystems Technologies, Inc. 401(k) PlanSystems Technologies, Inc. 4…$17MReingold, Inc. 401(k) Plan$17M
End-of-year total assets ($M) among Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$17M
Net Income-$5M
Employer EIN132709344
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sheehan & Company, C.P.a., P.C.)

Sponsor-wide plan assets over time

All Sheehan & Company, C.P.a., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 14.39049586166343% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $16.9M $19.4M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 47 $17M
2023 1 50 $18M
2024 1 53 $19M

Nearby 401(k) Plans in New York

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

Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.01692105 · Participants: 47Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Centerspace 401(k) Plan in ND ($17M); by covered participants it is Gpd Optoelectronics Corp. 401(k) Profit Sharing Plan in NH (47 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan assets move in 2022? ▼
Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan declined sharply - down 21.3% during 2022, from $21M to $17M. Reported net income was -$5M.
How have Sheehan & Company, C.P.a., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheehan & Company, C.P.a., P.C.'s sponsor-wide assets grew 14.4%, from $17M to $19M.
Where does Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Centerspace 401(k) Plan in ND ($17M, 428 participants).
Which 401(k) plans cover a similar participant headcount to Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gpd Optoelectronics Corp. 401(k) Profit Sharing Plan in NH (47 participants, $5M 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 132709344.

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.