401(k) · DOL Form 5500 · 2023

Sherpa Technology Group LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
10
Participants Small participant base
24th
Percentile by assets National rank
$107,442
Avg per participant Below avg balance/head
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Official DOL plan name: Sherpa Technology Group LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Sherpa Technology Group LLC · Massachusetts · Professional & Technical Services

$1M in assets, 10 participants

Sherpa Technology Group LLC's Sherpa Technology Group LLC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,971 in Professional & Technical Services (20,321 peers)

Sherpa Technology Group LLC multi-year trail

Sherpa Technology Group LLC's plans moved +37.5% in assets from 2022 to 2024; this filing shows Sherpa Technology Group LLC 401(k) Profit Sharing Plan & Trust at $1M / 10 participants.

#3,971
in Professional & Technical Services (20,321 peers)
+21.7%
assets growth YoY

Sherpa Technology Group LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Sherpa Technology Group LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,074,415 24th percentile higher than 24% 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

Sherpa Technology Group LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sherpa Technology Group LLC 401(k) Profit Sharing Plan & Trust is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sherpa Technology Group LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $883K in the plan year 2022 filing to $192K in the plan year 2023 filing.
  • Sherpa Technology Group LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $883K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 831052672 · Sherpa Technology Group LLC PY 2023 · 401(k)

Sherpa Technology Group LLC 401(k) Profit Sharing Plan & Trust · $1M · 10 · 24th

  • VS-ST $1M
  • VS-ST 10
  • VS-ST 24th
  • VS-ST 401(k)
  • VS-ST near Golden Boy Promotions 401(k) Retirement Plan
  • VS-ST ind #3971

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 Massachusetts →

Sherpa Technology Group LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Sherpa Technology Group LLC 401(k) Profit Sharing Plan & TrustSherpa Technology Group LLC …$1MGolden Boy Promotions 401(k) Retirement PlanGolden Boy Promotions 401(k)…$1MHae Enterprises Inc. 401(k) PlanHae Enterprises Inc. 401(k) …$1MTetra Tech, Inc. Puerto Rico Retirement PlanTetra Tech, Inc. Puerto Rico…$1MInterval Ventures, Inc. 401(k) PlanInterval Ventures, Inc. 401(…$1M
End-of-year total assets ($M) among Sherpa Technology Group LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sherpa Technology Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sherpa Technology Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 37.45435558696676% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $0.88M $1.21M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 10 $883K
2023 1 10 $1M
2024 1 13 $1M

Sherpa Technology Group LLC filing trail (2023)

Total Assets (Beginning of Year)$883K
Net Assets (End of Year)$1M
Net Income$192K
Employer EIN831052672
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Sherpa Technology Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sherpa Technology Group LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001074415 · Participants: 10Sherpa Technology Group LLC 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Sherpa Technology Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Sherpa Technology Group LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Golden Boy Promotions 401(k) Retirement Plan in CA ($1M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Sherpa Technology Group LLC 401(k) Profit Sharing Plan & Trust assets move in 2023?
Sherpa Technology Group LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 21.7% during 2023, from $883K to $1M. Reported net income was $192K.
How have Sherpa Technology Group LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Sherpa Technology Group LLC's sponsor-wide assets grew 37.5%, from $883K to $1M.
Where does Sherpa Technology Group LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers?
Sherpa Technology Group LLC 401(k) Profit Sharing Plan & Trust ranks in the 24th 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 401(k) plans are similar in size to Sherpa Technology Group LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Golden Boy Promotions 401(k) Retirement Plan in CA ($1M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Sherpa Technology Group LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M in assets).