401(k) · DOL Form 5500 · 2023
Sherman Personal Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $950K
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $79,129
- Avg per participant Below avg balance/head
Official DOL plan name: Sherman Personal Services, Inc. 401(k) Profit Sharing Plan · Sponsored by Sherman Personal Services, Inc. · Illinois · Healthcare & Social Assistance
$950K in assets, 12 participants
Sherman Personal Services, Inc.'s Sherman Personal Services, Inc. 401(k) Profit Sharing Plan reported $950K in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,342 in Healthcare & Social Assistance (17,684 peers)
Sherman Personal Services, Inc. multi-year trail
Sherman Personal Services, Inc.'s plans moved +20.2% in assets from 2022 to 2024; this filing shows Sherman Personal Services, Inc. 401(k) Profit Sharing Plan at $950K / 12 participants.
- #3,342
- in Healthcare & Social Assistance (17,684 peers)
- +33.5%
- assets growth YoY
Sherman Personal Services, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Sherman Personal Services, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$949,551 23rd percentile higher than 23% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sherman Personal Services, Inc. 401(k) Profit Sharing 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. Sherman Personal Services, Inc. 401(k) Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sherman Personal Services, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $711K in the plan year 2022 filing to $950K in the plan year 2023 filing.
- Sherman Personal Services, Inc. 401(k) Profit Sharing Plan reported participants fell from 14 in the plan year 2022 filing to 12 in the plan year 2023 filing.
- Sherman Personal Services, Inc. 401(k) Profit Sharing Plan reported net income rose from $219K in the plan year 2022 filing to $238K in the plan year 2023 filing.
DOL schedule card
Filing strip 463753881 · Sherman Personal Services, Inc. PY 2023 · 401(k)
Sherman Personal Services, Inc. 401(k) Profit Sharing Plan · $950K · 12 · 23rd
- BOOK $950K
- VS-ST 12
- BOY 23rd
- SCH 401(k)
- EBSA near Agn, LLC 401(k) Profit Sharing Plan & Trust
- PART ind #3342
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
Sherman Personal Services, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Sherman Personal Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sherman Personal Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $855K 20.225428567410596% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14 | $711K |
| 2023 | 1 | 12 | $950K |
| 2024 | 1 | 24 | $855K |
Sherman Personal Services, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $711K |
|---|---|
| Net Assets (End of Year) | $950K |
| Net Income | $238K |
| Employer EIN | 463753881 |
| Plan Effective Date | 2013-09-26 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Sherman Personal Services, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Agn, LLC 401(k) Profit Sharing Plan & Trust in TX ($950K); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($950K here).
- Agn, LLC 401(k) Profit Sharing Plan & Trust (TX) $950K · 3
- Ck Newberry, LLC 401(k) Plan (TX) $950K · 135
- Jkd-Connected, Inc. 401(k) Plan (FL) $950K · 1
- A E X Communications, Inc. 401(k) Plan (MN) $950K · 4
Similar participant headcount
Nearest other-state filings by covered participants (12 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.