ESOP · DOL Form 5500 · 2023

Chris R. Sheridan & Co. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
48
Participants Small participant base
66th
Percentile by assets National rank
$298,193
Avg per participant High balance/head
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Official DOL plan name: Chris R. Sheridan & Co. Employee Stock Ownership Plan · Sponsored by Chris R. Sheridan & Co. · Georgia · Construction

$14M in assets, 48 participants

Chris R. Sheridan & Co.'s Chris R. Sheridan & Co. Employee Stock Ownership Plan reported $14M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #5,864 in Construction (9,030 peers)

Chris R. Sheridan & Co. multi-year trail

Chris R. Sheridan & Co.'s plans moved +63.8% in assets from 2022 to 2024; this filing shows Chris R. Sheridan & Co. Employee Stock Ownership Plan at $14M / 48 participants.

#5,864
in Construction (9,030 peers)
+26.1%
assets growth YoY

Chris R. Sheridan & Co. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Chris R. Sheridan & Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$14,313,276 Top 34% higher than 66% 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

Chris R. Sheridan & Co. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chris R. Sheridan & Co. Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chris R. Sheridan & Co. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Chris R. Sheridan & Co. Employee Stock Ownership Plan reported participants fell from 57 in the plan year 2022 filing to 48 in the plan year 2023 filing.
  • Chris R. Sheridan & Co. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 580532971 · Chris R. Sheridan & Co. PY 2023 · ESOP

Chris R. Sheridan & Co. Employee Stock Ownership Plan · $14M · 48 · 66th

  • PCT $14M
  • EIN 48
  • RANK 66th
  • PHOTO ESOP
  • IND near Westpak Employee Stock Ownership Plan
  • EOY ind #5864

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 What is an ESOP? → · Plans in Georgia →

Chris R. Sheridan & Co. Employee Stock Ownership Plan in the asset neighbourhood

Chris R. Sheridan & Co. Employee Stock Ownership PlanChris R. Sheridan & Co. Empl…$14MWestpak Employee Stock Ownership PlanWestpak Employee Stock Owner…$14MVI-Cas Manufacturing, Inc. Employee Stock Ownership PlanVI-Cas Manufacturing, Inc. E…$14MStaff Electric Co., Inc. Employee Stock Ownership PlanStaff Electric Co., Inc. Emp…$14MMillennium Medical Education Resources Employee Stock Ownership PlanMillennium Medical Education…$14M
End-of-year total assets ($M) among Chris R. Sheridan & Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Chris R. Sheridan & Co. multi-year asset trail

Sponsor-wide plan assets over time

All Chris R. Sheridan & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 63.77542380273602% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $11.4M $18.6M ▲ +63.8%
Year Plans Participants Total Assets
2022 1 57 $11M
2023 1 48 $14M
2024 1 60 $19M

Chris R. Sheridan & Co. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN580532971
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

Chris R. Sheridan & Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Chris R. Sheridan & Co. Employee Stock Ownership Plan, Total assets ($M): 14.313276 · Participants: 48Chris R. Sheridan & Co. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 664.601691 · Participants: 1772Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 407.968435 · Participants: 454Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 366.989824 · Participants: 439Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 222.074562 · Participants: 424Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 208.200343 · Participants: 327Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Chris R. Sheridan & Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Chris R. Sheridan & Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Chris R. Sheridan & Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Westpak Employee Stock Ownership Plan in CA ($14M); by covered participants it is Chouteau Hospitality Group, Inc. Employee Stock Ownership Plan in MO (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Chris R. Sheridan & Co. Employee Stock Ownership Plan assets move in 2023? ▼
Chris R. Sheridan & Co. Employee Stock Ownership Plan grew sharply - up 26.1% during 2023, from $11M to $14M. Reported net income was $3M.
How have Chris R. Sheridan & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chris R. Sheridan & Co.'s sponsor-wide assets grew 63.8%, from $11M to $19M.
Which ESOP plans are similar in size to Chris R. Sheridan & Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Westpak Employee Stock Ownership Plan in CA ($14M, 71 participants).
Which ESOP plans cover a similar participant headcount to Chris R. Sheridan & Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Chouteau Hospitality Group, Inc. Employee Stock Ownership Plan in MO (48 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 580532971.

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.