Profit Sharing · DOL Form 5500 · 2022

The Sherman Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$806K
Total assets Small plan by assets
4
Participants Small participant base
23rd
Percentile by assets National rank
$201,616
Avg per participant Above avg balance/head
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Official DOL plan name: The Sherman Agency, Inc. Profit Sharing Plan · Sponsored by The Sherman Agency, Inc. · Colorado · Real Estate

$806K in assets, 4 participants

The Sherman Agency, Inc.'s The Sherman Agency, Inc. Profit Sharing Plan reported $806K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,948 in Real Estate (5,057 peers)

The Sherman Agency, Inc. multi-year trail

The Sherman Agency, Inc.'s plans moved -22.7% in assets from 2022 to 2024; this filing shows The Sherman Agency, Inc. Profit Sharing Plan at $806K / 4 participants.

#1,948
in Real Estate (5,057 peers)
+32.7%
assets growth YoY

The Sherman Agency, Inc. Profit Sharing Plan among the smaller filed plans by assets

The Sherman Agency, Inc. Profit Sharing Plan vs every filed plan by assets

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

$806,463 23rd percentile higher than 23% 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

The Sherman Agency, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Sherman Agency, Inc. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 840590665 · The Sherman Agency, Inc. PY 2022 · Profit Sharing

The Sherman Agency, Inc. Profit Sharing Plan · $806K · 4 · 23rd

  • BOOK $806K
  • BOOK 4
  • BOOK 23rd
  • BOOK Profit Sharing
  • BOOK near Sostrin & Sostrin PC Profit Sharing Plan
  • BOOK ind #1948

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 Real Estate retirement plans → · Plans in Colorado →

The Sherman Agency, Inc. Profit Sharing Plan in the asset neighbourhood

The Sherman Agency, Inc. Profit Sharing PlanThe Sherman Agency, Inc. Pro…$806KSostrin & Sostrin PC Profit Sharing PlanSostrin & Sostrin PC Profit …$806KWilliam Pryor Profit Sharing PlanWilliam Pryor Profit Sharing…$806KUnderhill Ventures Inc. Retirement PlanUnderhill Ventures Inc. Reti…$807KKatz, Fram & Co., a Prof Corp 401(k) Profit Sharing PlanKatz, Fram & Co., a Prof Cor…$807K
End-of-year total assets ($M) among The Sherman Agency, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

The Sherman Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Sherman Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$623K 22.731359033210452% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.81M $0.62M ▼ -23.5%
Year Plans Participants Total Assets
2022 1 4 $806K
2023 1 4 $867K
2024 1 4 $623K

The Sherman Agency, Inc. filing trail (2022)

Total Assets (Beginning of Year)$608K
Net Assets (End of Year)$806K
Net Income$199K
Employer EIN840590665
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Sherman Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1001020304050 Total assets ($M) Participants The Sherman Agency, Inc. Profit Sharing Plan, Total assets ($M): 0.806463 · Participants: 4The Sherman Agency, Inc. Profit Sharing PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 38.311724 · Participants: 642Hensel Phelps Hourly Retirement PlanAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 31.655642 · Participants: 125Amended & Restated Profit Sharing Plan of Midwest PmsLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 29.136775 · Participants: 1208Liberty Pr Mobility 401(k) Savings PlansRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 15.311581 · Participants: 177Retirement Plan of Public Broadcasting of Colorado, Inc.Peterson Company Profit-Sharing Plan, Total assets ($M): 11.848341 · Participants: 31Peterson Company Profit-Sharing Plan
The Sherman Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare The Sherman Agency, Inc. Profit Sharing Plan side-by-side with 3 peers →

The Sherman Agency, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Sostrin & Sostrin PC Profit Sharing Plan in IL ($806K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 The Sherman Agency, Inc. Profit Sharing Plan assets move in 2022? ▼
The Sherman Agency, Inc. Profit Sharing Plan surged - up 32.7% during 2022, from $608K to $806K. Reported net income was $199K.
How have The Sherman Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Sherman Agency, Inc.'s sponsor-wide assets declined 22.7%, from $806K to $623K.
Where does The Sherman Agency, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Sherman Agency, Inc. Profit Sharing Plan ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to The Sherman Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sostrin & Sostrin PC Profit Sharing Plan in IL ($806K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to The Sherman Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 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 840590665.

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.