401(k) · DOL Form 5500 · 2022

Sherwood Management Co., Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
637
Participants Below avg headcount
77th
Percentile by assets National rank
$30,813
Avg per participant Low balance/head
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Official DOL plan name: Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan · Sponsored by Sherwood Management Co., Inc. · California · Retail Trade

$20M in assets, 637 participants

Sherwood Management Co., Inc.'s Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan reported $20M in total assets and 637 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #8,203 in Retail Trade (9,519 peers)

Where Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan sits by assets

Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $20M for 637 participants (~$30,813/participant), down 13.1% in 2022.

#8,203
in Retail Trade (9,519 peers)
-13.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

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 Management Co., Inc. & Associated 401(k) Profit Sharing Plan's outsized position by total assets

Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan vs every filed plan by assets

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

$19,628,089 Top 23% higher than 77% 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 Management Co., Inc. & Associated 401(k) Profit Sharing 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 Management Co., Inc. & Associated 401(k) Profit Sharing Plan sits mid-pack in the medium band (637 participants).

Plan-year Form 5500 strip

Filing strip 951948904 · Sherwood Management Co., Inc. PY 2022 · 401(k)

Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan · $20M · 637 · 77th

  • BOOK $20M
  • VS-ST 637
  • BOY 77th
  • SCH 401(k)
  • EBSA near Clarus Corporation Retirement Savings Plan
  • PART ind #8203

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 Retail Trade retirement plans → · Plans in California →

Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan in the asset neighbourhood

Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing PlanSherwood Management Co., Inc…$20MClarus Corporation Retirement Savings PlanClarus Corporation Retiremen…$20MGam USA 401(k) Plan$20MPro Resources Retirement Savings PlanPro Resources Retirement Sav…$20MHd Advanced Manufacturing 401(k) PlanHd Advanced Manufacturing 40…$20M
End-of-year total assets ($M) among Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN951948904
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sherwood Management Co., Inc.)

Sponsor-wide plan assets over time

All Sherwood Management Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 25.20257066289031% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.6M $24.6M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 637 $20M
2023 1 667 $22M
2024 1 662 $25M

Nearby 401(k) Plans in California

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

Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan, Total assets ($B): 0.019628089 · Participants: 637Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing 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 Management Co., Inc. & Associated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Clarus Corporation Retirement Savings Plan in UT ($20M); by covered participants it is Skyward, Inc. 401(k) Plan in WI (637 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (637 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 Management Co., Inc. & Associated 401(k) Profit Sharing Plan assets move in 2022? ▼
Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan pulled back noticeably - down 13.1% during 2022, from $23M to $20M. Reported net income was -$3M.
How have Sherwood Management Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sherwood Management Co., Inc.'s sponsor-wide assets grew 25.2%, from $20M to $25M.
Where does Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan ranks in the 77th 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 401(k) plans are similar in size to Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clarus Corporation Retirement Savings Plan in UT ($20M, 294 participants).
Which 401(k) plans cover a similar participant headcount to Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skyward, Inc. 401(k) Plan in WI (637 participants, $75M 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 951948904.

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.