401(k) · DOL Form 5500 · 2023

Sheehan & Company, C.P.a., P.C. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
50
Participants Small participant base
70th
Percentile by assets National rank
$351,880
Avg per participant High balance/head
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Official DOL plan name: Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan · Sponsored by Sheehan & Company, C.P.a., P.C. · New York · Professional & Technical Services

$18M in assets, 50 participants

Sheehan & Company, C.P.a., P.C.'s Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan reported $18M in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,169 in Professional & Technical Services (20,321 peers)

Sheehan & Company, C.P.a., P.C. multi-year trail

Sheehan & Company, C.P.a., P.C.'s plans moved +14.4% in assets from 2022 to 2024; this filing shows Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan at $18M / 50 participants.

#14,169
in Professional & Technical Services (20,321 peers)
+4.0%
assets growth YoY

Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,593,976 Top 30% higher than 70% 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

Sheehan & Company, C.P.a., P.C. 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. Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $673K in the plan year 2023 filing.
  • Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan reported participants rose from 47 in the plan year 2022 filing to 50 in the plan year 2023 filing.
  • Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 132709344 · Sheehan & Company, C.P.a., P.C. PY 2023 · 401(k)

Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan · $18M · 50 · 70th

  • PCT $18M
  • PCT 50
  • PCT 70th
  • PCT 401(k)
  • PCT near Union Avenue Healthcare Inc. 401(k) Plan
  • PCT ind #14169

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 New York →

Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Monarch Funding Corp. Employees' Profit Sharing PlanMonarch Funding Corp. Employ…$18MO. E. Meyer Co. 401(k) Plan$18MSheehan & Company, C.P.a., P.C. 401(k) Profit Sharing PlanSheehan & Company, C.P.a., P…$18MUnion Avenue Healthcare Inc. 401(k) PlanUnion Avenue Healthcare Inc.…$18MMerle Norman Cosmetics, Inc. 401(k) Savings PlanMerle Norman Cosmetics, Inc.…$18M
End-of-year total assets ($M) among Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sheehan & Company, C.P.a., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Sheehan & Company, C.P.a., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 14.39049586166343% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $16.9M $19.4M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 47 $17M
2023 1 50 $18M
2024 1 53 $19M

Sheehan & Company, C.P.a., P.C. filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$673K
Employer EIN132709344
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.017593976 · Participants: 50Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Union Avenue Healthcare Inc. 401(k) Plan in NJ ($18M); by covered participants it is Osb Community Bank Employee Savings & Profit Sharing Plan in IL (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan edged up modestly - up 4.0% during 2023, from $17M to $18M. Reported net income was $673K.
How have Sheehan & Company, C.P.a., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheehan & Company, C.P.a., P.C.'s sponsor-wide assets grew 14.4%, from $17M to $19M.
Which 401(k) plans are similar in size to Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Union Avenue Healthcare Inc. 401(k) Plan in NJ ($18M, 369 participants).
Which 401(k) plans cover a similar participant headcount to Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osb Community Bank Employee Savings & Profit Sharing Plan in IL (50 participants, $8M 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 132709344.

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.