401(k) · DOL Form 5500 · 2023

Sherman & Ross, Cpa's 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
34th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Sherman & Ross, Cpa's Employee Benefit Plan · Sponsored by Sherman & Ross, Cpa's · New Jersey · Professional & Technical Services

$3M in assets, 2 participants

Sherman & Ross, Cpa's's Sherman & Ross, Cpa's Employee Benefit Plan reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,177 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Sherman & Ross, Cpa's Employee Benefit Plan holds $3M for 2 participants - about $1.3M per participant, in the lower half of filed plans by assets.

#6,177
in Professional & Technical Services (20,321 peers)
+6.5%
assets growth YoY

Sherman & Ross, Cpa's Employee Benefit Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sherman & Ross, Cpa's Employee Benefit Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,615,458 34th percentile higher than 34% of 127,068 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 2023

Sherman & Ross, Cpa's Employee Benefit Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sherman & Ross, Cpa's Employee Benefit Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sherman & Ross, Cpa's Employee Benefit Plan reported net income rose from -$395K in the plan year 2022 filing to $159K in the plan year 2023 filing.
  • Sherman & Ross, Cpa's Employee Benefit Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222708923 · Sherman & Ross, Cpa's PY 2023 · 401(k)

Sherman & Ross, Cpa's Employee Benefit Plan · $3M · 2 · 34th

  • TYPE $3M
  • NET 2
  • BOOK 34th
  • VS-ST 401(k)
  • BOY near Davis-Fetch Corp of PA 401(k) Profit Sharing Plan & Trust
  • SCH ind #6177

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

Sherman & Ross, Cpa's Employee Benefit Plan in the asset neighbourhood

Sherman & Ross, Cpa's Employee Benefit PlanSherman & Ross, Cpa's Employ…$3MDavis-Fetch Corp of PA 401(k) Profit Sharing Plan & TrustDavis-Fetch Corp of PA 401(k…$3MMcclary, Swift & Co., Inc. Retirement Savings PlanMcclary, Swift & Co., Inc. R…$3MEvs Limited 401(k) Profit Sharing PlanEvs Limited 401(k) Profit Sh…$3MCecil Bank Employees' Savings & Profit Sharing Plan & TrustCecil Bank Employees' Saving…$3M
End-of-year total assets ($M) among Sherman & Ross, Cpa's Employee Benefit Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$159K
Employer EIN222708923
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sherman & Ross, Cpa's)

Sponsor-wide plan assets over time

All Sherman & Ross, Cpa's plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.486779630101615% vs 2022
2023 filing year
$2.4M$2.45M$2.5M$2.55M$2.6M$2.65M 20222023 $2.46M $2.62M ▲ +6.5%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $3M

Nearby 401(k) Plans in New Jersey

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

Sherman & Ross, Cpa's Employee Benefit Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Sherman & Ross, Cpa's Employee Benefit Plan, Total assets ($B): 0.002615458 · Participants: 2Sherman & Ross, Cpa's Employee Benefit PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Sherman & Ross, Cpa's Employee Benefit Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Sherman & Ross, Cpa's Employee Benefit Plan side-by-side with 3 peers →

Sherman & Ross, Cpa's Employee Benefit Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Davis-Fetch Corp of PA 401(k) Profit Sharing Plan & Trust in PA ($3M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sherman & Ross, Cpa's Employee Benefit Plan assets move in 2023? ▼
Sherman & Ross, Cpa's Employee Benefit Plan grew at a solid clip - up 6.5% during 2023, from $2M to $3M. Reported net income was $159K.
How have Sherman & Ross, Cpa's plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Sherman & Ross, Cpa's's sponsor-wide assets grew 6.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Sherman & Ross, Cpa's Employee Benefit Plan? ▼
Among 401(k) plans in other states, the closest by assets is Davis-Fetch Corp of PA 401(k) Profit Sharing Plan & Trust in PA ($3M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Sherman & Ross, Cpa's Employee Benefit Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222708923.

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.