Profit Sharing · DOL Form 5500 · 2023

Sherwood Sporthorses Inc. Profit Sharing Plan

Data updated 2026-08-25

$369K
Total assets Small plan by assets
1
Participants Small participant base
15th
Percentile by assets National rank
$368,759
Avg per participant High balance/head
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Official DOL plan name: Sherwood Sporthorses Inc. Retirement Plan · Sponsored by Sherwood Sporthorses Inc. · Texas · Other Services

$369K in assets, 1 participants

Sherwood Sporthorses Inc.'s Sherwood Sporthorses Inc. Retirement Plan reported $369K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,630 in Other Services (7,857 peers)

Sherwood Sporthorses Inc. multi-year trail

Sherwood Sporthorses Inc.'s plans moved +61.2% in assets from 2022 to 2024; this filing shows Sherwood Sporthorses Inc. Retirement Plan at $369K / 1 participant.

#2,630
in Other Services (7,857 peers)
-2.3%
assets change YoY

The plan reported a net loss of $9K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sherwood Sporthorses Inc. Retirement Plan among the smaller filed plans by assets

Sherwood Sporthorses Inc. Retirement Plan vs every filed plan by assets

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

$368,759 15th percentile higher than 15% 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

Sherwood Sporthorses Inc. Retirement 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. Sherwood Sporthorses Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sherwood Sporthorses Inc. Retirement Plan reported net income fell from $62K in the plan year 2022 filing to -$9K in the plan year 2023 filing.
  • Sherwood Sporthorses Inc. Retirement Plan end-of-year assets fell from $377K in the plan year 2022 filing to $369K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 260067068 · Sherwood Sporthorses Inc. PY 2023 · Profit Sharing

Sherwood Sporthorses Inc. Retirement Plan · $369K · 1 · 15th

  • IND $369K
  • EOY 1
  • 5500 15th
  • ASSETS Profit Sharing
  • PCT near Advanced Interventional Cardiology of Pr T Retirement Plan
  • EIN ind #2630

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 Other Services retirement plans → · Plans in Texas →

Sherwood Sporthorses Inc. Retirement Plan in the asset neighbourhood

Sherwood Sporthorses Inc. Retirement PlanSherwood Sporthorses Inc. Re…$369KAdvanced Interventional Cardiology of Pr T Retirement PlanAdvanced Interventional Card…$369KJeffrey a. Peschke Insurance Agency Inc. Profit Sharing PlanJeffrey a. Peschke Insurance…$369KE&d Sign Solutions Retirement PlanE&d Sign Solutions Retiremen…$369KChildrens Urology Group Profit Sharing PlanChildrens Urology Group Prof…$369K
End-of-year total assets ($M) among Sherwood Sporthorses Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Sherwood Sporthorses Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sherwood Sporthorses Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$609K 61.2482446146101% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.38M $0.61M ▲ +60.5%
Year Plans Participants Total Assets
2022 1 1 $377K
2023 1 1 $369K
2024 1 1 $609K

Sherwood Sporthorses Inc. filing trail (2023)

Total Assets (Beginning of Year)$377K
Net Assets (End of Year)$369K
Net Income-$9K
Employer EIN260067068
Plan Effective Date2019-09-09
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Sherwood Sporthorses Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Sherwood Sporthorses Inc. Retirement Plan, Total assets ($B): 0.000368759 · Participants: 1Sherwood Sporthorses Inc. Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Sherwood Sporthorses Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Sherwood Sporthorses Inc. Retirement Plan side-by-side with 3 peers →

Sherwood Sporthorses Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Advanced Interventional Cardiology of Pr T Retirement Plan in PR ($369K); by covered participants it is Jdb Associates of the Triad, Inc. Retirement Plan in NC (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Sherwood Sporthorses Inc. Retirement Plan assets move in 2023? ▼
Sherwood Sporthorses Inc. Retirement Plan edged down modestly - down 2.3% during 2023, from $377K to $369K. Reported net income was -$9K.
How have Sherwood Sporthorses Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sherwood Sporthorses Inc.'s sponsor-wide assets grew 61.2%, from $377K to $609K.
Where does Sherwood Sporthorses Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Sherwood Sporthorses Inc. Retirement Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Sherwood Sporthorses Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Advanced Interventional Cardiology of Pr T Retirement Plan in PR ($369K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Sherwood Sporthorses Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Jdb Associates of the Triad, Inc. Retirement Plan in NC (1 participant, 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 260067068.

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.