Sherin and Lodgen Retirement Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Sherin and Lodgen LLP · Massachusetts · Professional & Technical Services
What the 2023 filing shows
Sherin and Lodgen Retirement Plan holds N/A for 74 participants.
- N/A
- total plan assets (2022 EOY)
- 74
- covered participants
What the Filing Says About Sherin and Lodgen Retirement Plan
Sherin and Lodgen Retirement Plan is a Money Purchase retirement plan sponsored by Sherin and Lodgen LLP, headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 74 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 042023901, and the plan has been effective since 2000-06-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Money Purchase |
| Employer EIN | 042023901 |
| Plan Effective Date | 2000-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sherin and Lodgen LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 148 | N/A |
| 2023 | 2 | 141 | N/A |
| 2024 | 2 | 155 | N/A |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans — same state, same plan type — ranked by total assets.
- The Mitre Corporation Qualified Retirement Plan $2.6B · 12,551
- Retirement Income Plan for Teaching Faculty of Harvard University $2.2B · 2,687
- Massachusetts Laborers' Annuity Fund $2.2B · 11,709
- Harvard University Defined Contribution Retirement Plan $1.8B · 13,259
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.6B · 8,337
Related Data
Guides
Frequently Asked Questions
How much money is in the Sherin and Lodgen Retirement Plan? ▼
What type of plan is Sherin and Lodgen Retirement Plan? ▼
Who sponsors the Sherin and Lodgen Retirement Plan? ▼
How did Sherin and Lodgen Retirement Plan perform in 2022? ▼
Where can I find official filings for Sherin and Lodgen Retirement Plan? ▼
How does Sherin and Lodgen Retirement Plan compare to other plans? ▼
Explore PlainRetire
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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.