Other · DOL Form 5500 · 2022
Sherrill House, Inc Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 228
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $41,715
- Avg per participant Low balance/head
Official DOL plan name: Sherrill House, Inc. 403(b) Retirement Plan · Sponsored by Sherrill House, Inc · Massachusetts · Healthcare & Social Assistance
$10M in assets, 228 participants
Sherrill House, Inc's Sherrill House, Inc. 403(b) Retirement Plan reported $10M in total assets and 228 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- #13,915 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Sherrill House, Inc. 403(b) Retirement Plan covers 228 participants in Massachusetts, about 35% of the average Massachusetts filer (state average ~659 per filing). Assets: $10M.
- #13,915
- in Healthcare & Social Assistance (20,060 peers)
- -21.6%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sherrill House, Inc. 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Sherrill House, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,510,983 Top 36% higher than 64% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sherrill House, Inc. 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sherrill House, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (228 participants).
EBSA filing schedule strip
Filing strip 042104321 · Sherrill House, Inc PY 2022 · Other
Sherrill House, Inc. 403(b) Retirement Plan · $10M · 228 · 64th
- SCH $10M
- SCH 228
- SCH 64th
- SCH Other
- SCH near Christian Retirement Services Inc Tax Deferred Savings & Retirement Plan
- SCH ind #13915
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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →
Sherrill House, Inc. 403(b) Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$3M |
| Employer EIN | 042104321 |
| Plan Effective Date | 1976-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sherrill House, Inc)
Sponsor-wide plan assets over time
All Sherrill House, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 32.08423356450117% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 228 | $10M |
| 2023 | 1 | 225 | $11M |
| 2024 | 1 | 213 | $13M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Sherrill House, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Christian Retirement Services Inc Tax Deferred Savings & Retirement Plan in IA ($10M); by covered participants it is Emergycare 403(b) Plan in PA (228 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Christian Retirement Services Inc Tax Deferred Savings & Retirement Plan (IA) $10M · 263
- Little Falls Hospital 403(b) Retirement Plan (NY) $10M · 229
- Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan (FL) $9M · 739
- Thames Valley Council for Community Action, Inc. Employee Contribution Plan (CT) $10M · 313
Similar participant headcount
Nearest other-state filings by covered participants (228 participants); asset peers above are excluded.
- Emergycare 403(b) Plan (PA) 228 · 0 off
- Portledge School Retirement Plan Ra (NY) 228 · 0 off
- The New-York Historical Society Defined Contribution Plan (NY) 228 · 0 off
- 403(b) Thrift Plan for Minnesota Diversified Industries, Inc. (MN) 228 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.