Profit Sharing · DOL Form 5500 · 2022

Sheridan Ohana, Inc. Profit Sharing Plan

Data updated 2026-08-25

$46K
Total assets Small plan by assets
2
Participants Small participant base
3rd
Percentile by assets National rank
$22,911
Avg per participant Low balance/head
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Official DOL plan name: Sheridan Ohana, Inc. Profit Sharing Plan & Trust · Sponsored by Sheridan Ohana, Inc. · Virginia · Real Estate

$46K in assets, 2 participants

Sheridan Ohana, Inc.'s Sheridan Ohana, Inc. Profit Sharing Plan & Trust reported $46K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.

  • #224 in Real Estate (5,057 peers)

What the 2022 filing shows

Sheridan Ohana, Inc. Profit Sharing Plan & Trust holds $46K for 2 participants - about $22,911 per participant, among the smaller plans by assets on file.

#224
in Real Estate (5,057 peers)
-5.6%
assets change YoY

The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sheridan Ohana, Inc. Profit Sharing Plan & Trust among the smaller filed plans by assets

Sheridan Ohana, Inc. Profit Sharing Plan & Trust vs every filed plan by assets

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

$45,821 3rd percentile higher than 3% 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

Sheridan Ohana, Inc. Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheridan Ohana, Inc. Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 203400743 · Sheridan Ohana, Inc. PY 2022 · Profit Sharing

Sheridan Ohana, Inc. Profit Sharing Plan & Trust · $46K · 2 · 3rd

  • PHOTO $46K
  • IND 2
  • EOY 3rd
  • 5500 Profit Sharing
  • ASSETS near Mako Pool & Spa Service Retirement Plan
  • PCT ind #224

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 Virginia →

Sheridan Ohana, Inc. Profit Sharing Plan & Trust in the asset neighbourhood

Sheridan Ohana, Inc. Profit Sharing Plan & TrustSheridan Ohana, Inc. Profit …$46KMako Pool & Spa Service Retirement PlanMako Pool & Spa Service Reti…$46KYousif Consulting Corporation Retirement PlanYousif Consulting Corporatio…$46KDon Ashbaugh Agency, Inc. Profit Sharing PlanDon Ashbaugh Agency, Inc. Pr…$46KRocky Mountain Industrial Supply, Inc. Profit Sharing PlanRocky Mountain Industrial Su…$46K
End-of-year total assets ($M) among Sheridan Ohana, Inc. Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$49K
Net Assets (End of Year)$46K
Net Income-$3K
Employer EIN203400743
Plan Effective Date2005-08-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Sheridan Ohana, Inc.)

Sponsor-wide plan assets over time

All Sheridan Ohana, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43K 6.473014556644334% vs 2022
2024 filing year
$0.04M$0.04M$0.05M$0.05M$0.06M 202220232024 $0.05M $0.04M ▼ -20.0%
Year Plans Participants Total Assets
2022 1 2 $46K
2023 1 2 $44K
2024 1 2 $43K

Nearby Profit Sharing Plans in Virginia

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

Sheridan Ohana, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Sheridan Ohana, Inc. Profit Sharing Plan & Trust, Total assets ($M): 0.045821 · Participants: 2Sheridan Ohana, Inc. Profit Sharing Plan & TrustSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($M): 888.985056 · Participants: 4858Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($M): 263.451567 · Participants: 2096Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($M): 224.68049 · Participants: 1097American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($M): 177.636453 · Participants: 343Analytic Services Inc. Defined Contribution Retirement PlanSmart National Supplemental Savings Plan, Total assets ($M): 118.426043 · Participants: 8759Smart National Supplemental Savings Plan
Sheridan Ohana, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Sheridan Ohana, Inc. Profit Sharing Plan & Trust side-by-side with 3 peers →

Sheridan Ohana, Inc. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Mako Pool & Spa Service Retirement Plan in CA ($46K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Sheridan Ohana, Inc. Profit Sharing Plan & Trust assets move in 2022? ▼
Sheridan Ohana, Inc. Profit Sharing Plan & Trust pulled back noticeably - down 5.6% during 2022, from $49K to $46K. Reported net income was -$3K.
How have Sheridan Ohana, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheridan Ohana, Inc.'s sponsor-wide assets declined 6.5%, from $46K to $43K.
Where does Sheridan Ohana, Inc. Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Sheridan Ohana, Inc. Profit Sharing Plan & Trust ranks in the 3rd 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 Sheridan Ohana, Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Mako Pool & Spa Service Retirement Plan in CA ($46K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Sheridan Ohana, Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 203400743.

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.