Money Purchase · DOL Form 5500 · 2022

Sherin and Lodgen LLP Money Purchase Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
74
Participants Small participant base
76th
Percentile by assets National rank
$241,292
Avg per participant Above avg balance/head
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Official DOL plan name: Sherin and Lodgen Retirement Plan · Sponsored by Sherin and Lodgen LLP · Massachusetts · Professional & Technical Services

$18M in assets, 74 participants

Sherin and Lodgen LLP's Sherin and Lodgen Retirement Plan reported $18M in total assets and 74 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #16,288 in Professional & Technical Services (21,562 peers)

Where Sherin and Lodgen Retirement Plan sits by assets

Sherin and Lodgen Retirement Plan sits in the top quartile of all filed plans by assets, $18M for 74 participants (~$241,292/participant), down 17.7% in 2022.

#16,288
in Professional & Technical Services (21,562 peers)
-17.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

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 Retirement Plan's outsized position by total assets

Sherin and Lodgen Retirement Plan vs every filed plan by assets

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

$17,855,611 Top 24% higher than 76% 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 Retirement 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. Sherin and Lodgen Retirement Plan is a small filing (74 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 042023901 · Sherin and Lodgen LLP PY 2022 · Money Purchase

Sherin and Lodgen Retirement Plan · $18M · 74 · 76th

  • RANK $18M
  • PHOTO 74
  • IND 76th
  • EOY Money Purchase
  • 5500 near Critical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan
  • ASSETS ind #16288

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 Retirement Plan in the asset neighbourhood

Alameda Alliance for Health Pension PlanAlameda Alliance for Health …$18MOregon Health & Science University Foundation Pension PlanOregon Health & Science Univ…$18MLocal 445 Annuity Fund$18MCritical Care & Pulmonary Consultants, PC, Money Purchase Pension PlanCritical Care & Pulmonary Co…$18MSherin and Lodgen Retirement PlanSherin and Lodgen Retirement…$18M
End-of-year total assets ($M) among Sherin and Lodgen Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$18M
Net Income-$4M
Employer EIN042023901
Plan Effective Date2000-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sherin and Lodgen LLP)

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

Nearby Money Purchase Plans in Massachusetts

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Sherin and Lodgen Retirement Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Sherin and Lodgen Retirement Plan, Total assets ($B): 0.017855611 · Participants: 74Sherin and Lodgen Retirement PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.245275345 · Participants: 12021The Mitre Corporation Qualified Retirement PlanMassachusetts Laborers' Annuity Fund, Total assets ($B): 1.955452301 · Participants: 11530Massachusetts Laborers' Annuity FundRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 1.888120121 · Participants: 2698Retirement Income Plan for Teaching Faculty of Harvard UniversityHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.452591056 · Participants: 12417Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.441786632 · Participants: 8275Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Sherin and Lodgen Retirement Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Sherin and Lodgen Retirement Plan side-by-side with 3 peers →

Sherin and Lodgen Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Critical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan in CO ($18M); by covered participants it is University of Maryland Surgical Associates, P.a. Pension Plan in MD (74 participants). Same-state nearby plans are listed separately above.

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 Retirement Plan assets move in 2022? ▼
Sherin and Lodgen Retirement Plan declined sharply - down 17.7% during 2022, from $22M to $18M. 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.
Where does Sherin and Lodgen Retirement Plan rank by assets among Form 5500 filers? ▼
Sherin and Lodgen Retirement Plan ranks in the 76th 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 Money Purchase plans are similar in size to Sherin and Lodgen Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Critical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan in CO ($18M, 90 participants).
Which Money Purchase plans cover a similar participant headcount to Sherin and Lodgen Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is University of Maryland Surgical Associates, P.a. Pension Plan in MD (74 participants, $22M 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.