Profit Sharing · DOL Form 5500 · 2023

Sherwin I. Pogrund PC Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
4
Participants Small participant base
52nd
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Sherwin I. Pogrund PC Employees' Profit Sharing Trust · Sponsored by Sherwin I. Pogrund PC · Illinois · Professional & Technical Services

$7M in assets, 4 participants

Sherwin I. Pogrund PC's Sherwin I. Pogrund PC Employees' Profit Sharing Trust reported $7M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,232 in Professional & Technical Services (20,321 peers)

Sherwin I. Pogrund PC multi-year trail

Sherwin I. Pogrund PC's plans moved +36.2% in assets from 2022 to 2024; this filing shows Sherwin I. Pogrund PC Employees' Profit Sharing Trust at $7M / 4 participants.

#10,232
in Professional & Technical Services (20,321 peers)
+16.1%
assets growth YoY

Sherwin I. Pogrund PC Employees' Profit Sharing Trust's mid-pack asset rank among Professional & Technical Services and all filers

Sherwin I. Pogrund PC Employees' Profit Sharing Trust vs every filed plan by assets

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

$7,344,062 Top 48% higher than 52% 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

Sherwin I. Pogrund PC Employees' Profit Sharing 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. Sherwin I. Pogrund PC Employees' Profit Sharing Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sherwin I. Pogrund PC Employees' Profit Sharing Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sherwin I. Pogrund PC Employees' Profit Sharing Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 362893992 · Sherwin I. Pogrund PC PY 2023 · Profit Sharing

Sherwin I. Pogrund PC Employees' Profit Sharing Trust · $7M · 4 · 52nd

  • BOOK $7M
  • VS-ST 4
  • BOY 52nd
  • SCH Profit Sharing
  • EBSA near First Capital Corp Employees Profit Sharing Plan
  • PART ind #10232

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 Illinois →

Sherwin I. Pogrund PC Employees' Profit Sharing Trust in the asset neighbourhood

Exterior Design, Inc. Profit Sharing PlanExterior Design, Inc. Profit…$7MFirst Capital Corp Employees Profit Sharing PlanFirst Capital Corp Employees…$7MPolyjohn Enterprises Corporation Profit Sharing PlanPolyjohn Enterprises Corpora…$7MJencen Architecture Profit Sharing Plan and TrustJencen Architecture Profit S…$7MSherwin I. Pogrund PC Employees' Profit Sharing TrustSherwin I. Pogrund PC Employ…$7M
End-of-year total assets ($M) among Sherwin I. Pogrund PC Employees' Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Sherwin I. Pogrund PC multi-year asset trail

Sponsor-wide plan assets over time

All Sherwin I. Pogrund PC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 36.16995476532417% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.33M $8.61M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 4 $6M
2023 1 4 $7M
2024 1 4 $9M

Sherwin I. Pogrund PC filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN362893992
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

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

Sherwin I. Pogrund PC Employees' Profit Sharing Trust vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Sherwin I. Pogrund PC Employees' Profit Sharing Trust, Total assets ($B): 0.007344062 · Participants: 4Sherwin I. Pogrund PC Employees' Profit Sharing TrustW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.454274218 · Participants: 18524W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.245353634 · Participants: 23108Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.733520068 · Participants: 4366Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.788799198 · Participants: 16214Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.173752843 · Participants: 15604Carle Foundation Hospital and Affiliates Matching Tsa Plan
Sherwin I. Pogrund PC Employees' Profit Sharing Trust vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Sherwin I. Pogrund PC Employees' Profit Sharing Trust side-by-side with 3 peers →

Sherwin I. Pogrund PC Employees' Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is First Capital Corp Employees Profit Sharing Plan in PA ($7M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Sherwin I. Pogrund PC Employees' Profit Sharing Trust assets move in 2023? ▼
Sherwin I. Pogrund PC Employees' Profit Sharing Trust grew sharply - up 16.1% during 2023, from $6M to $7M. Reported net income was $1M.
How have Sherwin I. Pogrund PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sherwin I. Pogrund PC's sponsor-wide assets grew 36.2%, from $6M to $9M.
Which Profit Sharing plans are similar in size to Sherwin I. Pogrund PC Employees' Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is First Capital Corp Employees Profit Sharing Plan in PA ($7M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Sherwin I. Pogrund PC Employees' Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 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 362893992.

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.