401(k) · DOL Form 5500 · 2022

Sher/Gelb, an Accountancy Corporation 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
13
Participants Small participant base
51st
Percentile by assets National rank
$395,642
Avg per participant High balance/head
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Official DOL plan name: Sher / Gelb, an Acct. Corp Profit Sharing Plan · Sponsored by Sher/Gelb, an Accountancy Corporation · California · Professional & Technical Services

$5M in assets, 13 participants

Sher/Gelb, an Accountancy Corporation's Sher / Gelb, an Acct. Corp Profit Sharing Plan reported $5M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,575 in Professional & Technical Services (21,562 peers)

Sher/Gelb, an Accountancy Corporation multi-year trail

Sher/Gelb, an Accountancy Corporation's plans moved +36.8% in assets from 2022 to 2024; this filing shows Sher / Gelb, an Acct. Corp Profit Sharing Plan at $5M / 13 participants.

#10,575
in Professional & Technical Services (21,562 peers)
-7.9%
assets change YoY

The plan reported a net loss of $439K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sher / Gelb, an Acct. Corp Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sher / Gelb, an Acct. Corp Profit Sharing Plan vs every filed plan by assets

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

$5,143,350 Top 49% higher than 51% 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

Sher / Gelb, an Acct. Corp 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. Sher / Gelb, an Acct. Corp Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 954279109 · Sher/Gelb, an Accountancy Corporation PY 2022 · 401(k)

Sher / Gelb, an Acct. Corp Profit Sharing Plan · $5M · 13 · 51st

  • VS-ST $5M
  • BOY 13
  • SCH 51st
  • EBSA 401(k)
  • PART near On Tap Credit Union 401(k) Salary Reduction Plan
  • TYPE ind #10575

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 California →

Sher / Gelb, an Acct. Corp Profit Sharing Plan in the asset neighbourhood

Sher / Gelb, an Acct. Corp Profit Sharing PlanSher / Gelb, an Acct. Corp P…$5MOn Tap Credit Union 401(k) Salary Reduction PlanOn Tap Credit Union 401(k) S…$5MKnowles Industrial Services Corporation 401(k) PlanKnowles Industrial Services …$5MPetal Card, Inc. 401(k) Plan$5MYakama Nation Legends Casino 401(k) PlanYakama Nation Legends Casino…$5M
End-of-year total assets ($M) among Sher / Gelb, an Acct. Corp Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sher/Gelb, an Accountancy Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Sher/Gelb, an Accountancy Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 36.84003616320103% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.14M $7.04M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 13 $5M
2023 1 13 $6M
2024 1 14 $7M

Sher/Gelb, an Accountancy Corporation filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$439K
Employer EIN954279109
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sher / Gelb, an Acct. Corp Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sher / Gelb, an Acct. Corp Profit Sharing Plan, Total assets ($B): 0.00514335 · Participants: 13Sher / Gelb, an Acct. Corp Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Sher / Gelb, an Acct. Corp Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sher / Gelb, an Acct. Corp Profit Sharing Plan side-by-side with 3 peers →

Sher / Gelb, an Acct. Corp Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is On Tap Credit Union 401(k) Salary Reduction Plan in CO ($5M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Sher / Gelb, an Acct. Corp Profit Sharing Plan assets move in 2022? ▼
Sher / Gelb, an Acct. Corp Profit Sharing Plan pulled back noticeably - down 7.9% during 2022, from $6M to $5M. Reported net income was -$439K.
How have Sher/Gelb, an Accountancy Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sher/Gelb, an Accountancy Corporation's sponsor-wide assets grew 36.8%, from $5M to $7M.
Which 401(k) plans are similar in size to Sher / Gelb, an Acct. Corp Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is On Tap Credit Union 401(k) Salary Reduction Plan in CO ($5M, 59 participants).
Which 401(k) plans cover a similar participant headcount to Sher / Gelb, an Acct. Corp Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants, N/A 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 954279109.

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.