Money Purchase · DOL Form 5500 · 2022
Sherin and Lodgen LLP Money Purchase Plan
Data updated 2026-08-11
- $18M
- Total assets
- 74
- Participants
- 76th
- Percentile by assets
- $241,292
- Avg per participant
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.
- 76th percentile by assets (of 139,126 plans)
- #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.
- $18M
- total plan assets (2022 EOY)
- 74
- covered participants
- 76th
- percentile by assets (of 139,126 plans)
- $241,292
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Sherin and Lodgen Retirement Plan outranks 76% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$4M |
| 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 | $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
- The Mitre Corporation Qualified Retirement Plan $2.2B · 12,021
- Massachusetts Laborers' Annuity Fund $2.0B · 11,530
- Retirement Income Plan for Teaching Faculty of Harvard University $1.9B · 2,698
- Harvard University Defined Contribution Retirement Plan $1.5B · 12,417
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.4B · 8,275
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Sherin and Lodgen Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Sherin and Lodgen Retirement Plan assets move in 2022? ▼
How have Sherin and Lodgen LLP plan assets changed over time? ▼
Where does Sherin and Lodgen Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Sherin and Lodgen Retirement Plan? ▼
Next read for Sherin and Lodgen Retirement Plan
Scale reading
Ways to act on Sherin and Lodgen Retirement Plan's numbers.
- By total assets, Sherin and Lodgen Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Sherin and Lodgen LLP's sponsor-wide assets have grown 33.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans