401(k) · DOL Form 5500 · 2022

Sherin and Lodgen LLP 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
74
Participants Small participant base
74th
Percentile by assets National rank
$226,410
Avg per participant Above avg balance/head
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Official DOL plan name: Sherin and Lodgen Tax Deferred Savings Plan and Trust · Sponsored by Sherin and Lodgen LLP · Massachusetts · Professional & Technical Services

$17M in assets, 74 participants

Sherin and Lodgen LLP's Sherin and Lodgen Tax Deferred Savings Plan and Trust reported $17M in total assets and 74 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #16,018 in Professional & Technical Services (21,562 peers)

Sherin and Lodgen LLP multi-year trail

Sherin and Lodgen LLP's plans moved +33.9% in assets from 2022 to 2024; this filing shows Sherin and Lodgen Tax Deferred Savings Plan and Trust at $17M / 74 participants.

#16,018
in Professional & Technical Services (21,562 peers)
-17.9%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sherin and Lodgen Tax Deferred Savings Plan and Trust's outsized position by total assets

Sherin and Lodgen Tax Deferred Savings Plan and Trust vs every filed plan by assets

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

$16,754,363 Top 26% higher than 74% 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

Sherin and Lodgen Tax Deferred Savings Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sherin and Lodgen Tax Deferred Savings Plan and Trust is a small filing (74 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 042023901 · Sherin and Lodgen LLP PY 2022 · 401(k)

Sherin and Lodgen Tax Deferred Savings Plan and Trust · $17M · 74 · 74th

  • TYPE $17M
  • NET 74
  • BOOK 74th
  • VS-ST 401(k)
  • BOY near Puris, LLC 401(k) Plan
  • SCH ind #16018

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 Massachusetts →

Sherin and Lodgen Tax Deferred Savings Plan and Trust in the asset neighbourhood

Sherin and Lodgen Tax Deferred Savings Plan and TrustSherin and Lodgen Tax Deferr…$17MPuris, LLC 401(k) Plan$17MComresource, Inc. 401(k) Profit Sharing PlanComresource, Inc. 401(k) Pro…$17MPrecision Roll Grinders Savings & Investment PlanPrecision Roll Grinders Savi…$17MPalmer Johnson Incentive Savings PlanPalmer Johnson Incentive Sav…$17M
End-of-year total assets ($M) among Sherin and Lodgen Tax Deferred Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sherin and Lodgen LLP multi-year asset trail

Sponsor-wide plan assets over time

All Sherin and Lodgen LLP plans reported in each filing year

Latest sponsor-wide plan assets
$46M 33.93359960339756% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.6M $46.4M ▲ +33.9%
Year Plans Participants Total Assets
2022 2 148 $35M
2023 2 141 $39M
2024 2 155 $46M

Sherin and Lodgen LLP filing trail (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN042023901
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Sherin and Lodgen Tax Deferred Savings Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Sherin and Lodgen Tax Deferred Savings Plan and Trust, Total assets ($B): 0.016754363 · Participants: 74Sherin and Lodgen Tax Deferred Savings Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Sherin and Lodgen Tax Deferred Savings Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sherin and Lodgen Tax Deferred Savings Plan and Trust side-by-side with 3 peers →

Sherin and Lodgen Tax Deferred Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Puris, LLC 401(k) Plan in GA ($17M); by covered participants it is Perkins Motor Plex LLC Safe Harbor 401(k) Plan in KY (74 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 (74 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 Sherin and Lodgen Tax Deferred Savings Plan and Trust assets move in 2022? ▼
Sherin and Lodgen Tax Deferred Savings Plan and Trust declined sharply - down 17.9% during 2022, from $20M to $17M. Reported net income was -$4M.
How have Sherin and Lodgen LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sherin and Lodgen LLP's sponsor-wide assets grew 33.9%, from $35M to $46M.
Which 401(k) plans are similar in size to Sherin and Lodgen Tax Deferred Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Puris, LLC 401(k) Plan in GA ($17M, 585 participants).
Which 401(k) plans cover a similar participant headcount to Sherin and Lodgen Tax Deferred Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Perkins Motor Plex LLC Safe Harbor 401(k) Plan in KY (74 participants, $3M 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 042023901.

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.