ESOP · DOL Form 5500 · 2023

The Sherman Engineering Company ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
42
Participants Small participant base
53rd
Percentile by assets National rank
$181,244
Avg per participant Above avg balance/head
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Official DOL plan name: The Sherman Engineering Company Employee Stock Ownership Plan · Sponsored by The Sherman Engineering Company · Pennsylvania · Professional & Technical Services

$8M in assets, 42 participants

The Sherman Engineering Company's The Sherman Engineering Company Employee Stock Ownership Plan reported $8M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,395 in Professional & Technical Services (20,321 peers)

The Sherman Engineering Company multi-year trail

The Sherman Engineering Company's plans moved +14.7% in assets from 2022 to 2024; this filing shows The Sherman Engineering Company Employee Stock Ownership Plan at $8M / 42 participants.

#10,395
in Professional & Technical Services (20,321 peers)
+4.1%
assets growth YoY

The Sherman Engineering Company Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Sherman Engineering Company Employee Stock Ownership Plan vs every filed plan by assets

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

$7,612,246 Top 47% higher than 53% 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

The Sherman Engineering Company 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. The Sherman Engineering Company Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Sherman Engineering Company Employee Stock Ownership Plan reported net income fell from $757K in the plan year 2022 filing to $626K in the plan year 2023 filing.
  • The Sherman Engineering Company Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • The Sherman Engineering Company Employee Stock Ownership Plan reported participants rose from 41 in the plan year 2022 filing to 42 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231080070 · The Sherman Engineering Company PY 2023 · ESOP

The Sherman Engineering Company Employee Stock Ownership Plan · $8M · 42 · 53rd

  • BOOK $8M
  • VS-ST 42
  • BOY 53rd
  • SCH ESOP
  • EBSA near Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust
  • PART ind #10395

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 Pennsylvania →

The Sherman Engineering Company Employee Stock Ownership Plan in the asset neighbourhood

Martin Painting & Coating Company Employee Stock Ownership PlanMartin Painting & Coating Co…$8MThe Sherman Engineering Company Employee Stock Ownership PlanThe Sherman Engineering Comp…$8MChandler Asset Management, Inc. Employee Stock Ownership Plan and TrustChandler Asset Management, I…$8MCole's Employee Stock Ownership Plan & Trust AgreementCole's Employee Stock Owners…$8MHome Loan Financial Corporation Employee Stock Ownership PlanHome Loan Financial Corporat…$8M
End-of-year total assets ($M) among The Sherman Engineering Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Sherman Engineering Company multi-year asset trail

Sponsor-wide plan assets over time

All The Sherman Engineering Company plans reported in each filing year

Latest sponsor-wide plan assets
$8M 14.692071864525783% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M 202220232024 $7.31M $8.39M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 41 $7M
2023 1 42 $8M
2024 1 51 $8M

The Sherman Engineering Company filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$626K
Employer EIN231080070
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

The Sherman Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants The Sherman Engineering Company Employee Stock Ownership Plan, Total assets ($B): 0.007612246 · Participants: 42The Sherman Engineering Company Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
The Sherman Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare The Sherman Engineering Company Employee Stock Ownership Plan side-by-side with 3 peers →

The Sherman Engineering Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust in CA ($8M); by covered participants it is E.V.S. Ltd. Employee Stock Ownership Plan in IN (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 The Sherman Engineering Company Employee Stock Ownership Plan assets move in 2023? ▼
The Sherman Engineering Company Employee Stock Ownership Plan edged up modestly - up 4.1% during 2023, from $7M to $8M. Reported net income was $626K.
How have The Sherman Engineering Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Sherman Engineering Company's sponsor-wide assets grew 14.7%, from $7M to $8M.
Which ESOP plans are similar in size to The Sherman Engineering Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust in CA ($8M, 30 participants).
Which ESOP plans cover a similar participant headcount to The Sherman Engineering Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E.V.S. Ltd. Employee Stock Ownership Plan in IN (42 participants, $22M 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 231080070.

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.