401(k) · DOL Form 5500 · 2022

Sherwood Mechanical, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
136
Participants Small participant base
67th
Percentile by assets National rank
$81,951
Avg per participant Below avg balance/head
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Official DOL plan name: Sherwood Mechanical, Inc. 401(k) Plan · Sponsored by Sherwood Mechanical, Inc. · California · Construction

$11M in assets, 136 participants

Sherwood Mechanical, Inc.'s Sherwood Mechanical, Inc. 401(k) Plan reported $11M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #6,621 in Construction (9,927 peers)

Coverage in California

Sherwood Mechanical, Inc. 401(k) Plan covers 136 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $11M.

#6,621
in Construction (9,927 peers)
-22.8%
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.

Sherwood Mechanical, Inc. 401(k) Plan's outsized position by total assets

Sherwood Mechanical, Inc. 401(k) Plan vs every filed plan by assets

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

$11,145,329 Top 33% higher than 67% 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

Sherwood Mechanical, Inc. 401(k) 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. Sherwood Mechanical, Inc. 401(k) Plan sits mid-pack in the medium band (136 participants).

Plan-year Form 5500 strip

Filing strip 680565225 · Sherwood Mechanical, Inc. PY 2022 · 401(k)

Sherwood Mechanical, Inc. 401(k) Plan · $11M · 136 · 67th

  • 5500 $11M
  • ASSETS 136
  • PCT 67th
  • EIN 401(k)
  • RANK near Daniel Defense, LLC Employees Savings Plan
  • PHOTO ind #6621

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 Construction retirement plans → · Plans in California →

Sherwood Mechanical, Inc. 401(k) Plan in the asset neighbourhood

Sherwood Mechanical, Inc. 401(k) PlanSherwood Mechanical, Inc. 40…$11MDaniel Defense, LLC Employees Savings PlanDaniel Defense, LLC Employee…$11M403(b) Thrift Plan for Employees of Goodwill Industries of Eastern North Carolina, Inc.403(b) Thrift Plan for Emplo…$11MEldridge Electric Company, Inc 401(k) PlanEldridge Electric Company, I…$11MRichter Precision Inc 401(k) Profit Sharing Plan & TrustRichter Precision Inc 401(k)…$11M
End-of-year total assets ($M) among Sherwood Mechanical, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN680565225
Plan Effective Date2004-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sherwood Mechanical, Inc.)

Sponsor-wide plan assets over time

All Sherwood Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 59.901497748518686% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $11.2M $17.8M ▲ +59.8%
Year Plans Participants Total Assets
2022 1 136 $11M
2023 1 96 $2M
2024 2 224 $18M

Nearby 401(k) Plans in California

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

Sherwood Mechanical, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sherwood Mechanical, Inc. 401(k) Plan, Total assets ($B): 0.011145329 · Participants: 136Sherwood Mechanical, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Sherwood Mechanical, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sherwood Mechanical, Inc. 401(k) Plan side-by-side with 3 peers →

Sherwood Mechanical, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Daniel Defense, LLC Employees Savings Plan in GA ($11M); by covered participants it is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Sherwood Mechanical, Inc. 401(k) Plan assets move in 2022? ▼
Sherwood Mechanical, Inc. 401(k) Plan declined sharply - down 22.8% during 2022, from $14M to $11M. Reported net income was -$3M.
How have Sherwood Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sherwood Mechanical, Inc.'s sponsor-wide assets grew 59.9%, from $11M to $18M.
Which 401(k) plans are similar in size to Sherwood Mechanical, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Daniel Defense, LLC Employees Savings Plan in GA ($11M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Sherwood Mechanical, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 participants, N/A 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 680565225.

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.