Money Purchase · DOL Form 5500 · 2023

Sherin and Lodgen LLP Money Purchase Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
58
Participants Small participant base
74th
Percentile by assets National rank
$369,212
Avg per participant High balance/head
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Official DOL plan name: Sherin and Lodgen Retirement Plan · Sponsored by Sherin and Lodgen LLP · Massachusetts · Professional & Technical Services

$21M in assets, 58 participants

Sherin and Lodgen LLP's Sherin and Lodgen Retirement Plan reported $21M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,013 in Professional & Technical Services (20,321 peers)

Sherin and Lodgen LLP multi-year trail

Sherin and Lodgen LLP's plans moved +33.9% in assets from 2022 to 2024; this filing shows Sherin and Lodgen Retirement Plan at $21M / 58 participants.

#15,013
in Professional & Technical Services (20,321 peers)
+19.9%
assets growth YoY

Sherin and Lodgen Retirement Plan's outsized position by total assets

Sherin and Lodgen Retirement Plan vs every filed plan by assets

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

$21,414,278 Top 26% higher than 74% 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

Sherin and Lodgen Retirement 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. Sherin and Lodgen Retirement Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sherin and Lodgen Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sherin and Lodgen Retirement Plan reported participants fell from 74 in the plan year 2022 filing to 58 in the plan year 2023 filing.
  • Sherin and Lodgen Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042023901 · Sherin and Lodgen LLP PY 2023 · Money Purchase

Sherin and Lodgen Retirement Plan · $21M · 58 · 74th

  • EOY $21M
  • EOY 58
  • EOY 74th
  • EOY Money Purchase
  • EOY near Frozen Phs 401(a) Plan
  • EOY ind #15013

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 Massachusetts →

Sherin and Lodgen Retirement Plan in the asset neighbourhood

Morningside University Defined Contribution RetireMorningside University Defin…$22MRhode Island Sheet Metal Workers Local 17 Annuity FundRhode Island Sheet Metal Wor…$21MSherin and Lodgen Retirement PlanSherin and Lodgen Retirement…$21MFrozen Phs 401(a) Plan$21MOregon Health & Science University Foundation Pension PlanOregon Health & Science Univ…$21M
End-of-year total assets ($M) among Sherin and Lodgen Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Sherin and Lodgen LLP multi-year asset trail

Sponsor-wide plan assets over time

All Sherin and Lodgen LLP plans reported in each filing year

Latest sponsor-wide plan assets
$46M 33.93359960339756% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.6M $46.4M ▲ +33.9%
Year Plans Participants Total Assets
2022 2 148 $35M
2023 2 141 $39M
2024 2 155 $46M

Sherin and Lodgen LLP filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN042023901
Plan Effective Date2000-06-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Massachusetts

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

Sherin and Lodgen Retirement Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Sherin and Lodgen Retirement Plan, Total assets ($B): 0.021414278 · Participants: 58Sherin and Lodgen Retirement PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.564495046 · Participants: 12551The Mitre Corporation Qualified Retirement PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.165044645 · Participants: 2687Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.163224805 · Participants: 11709Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.763325967 · Participants: 13259Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.633331243 · Participants: 8337Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Sherin and Lodgen Retirement Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Sherin and Lodgen Retirement Plan side-by-side with 3 peers →

Sherin and Lodgen Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Frozen Phs 401(a) Plan in TX ($21M); by covered participants it is Retirement Plan for Paralegals and Partners of Curtis,Mallet-Prevost, Colt & Mosle LLP in NY (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Sherin and Lodgen Retirement Plan assets move in 2023? ▼
Sherin and Lodgen Retirement Plan grew sharply - up 19.9% during 2023, from $18M to $21M. Reported net income was $4M.
How have Sherin and Lodgen LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sherin and Lodgen LLP's sponsor-wide assets grew 33.9%, from $35M to $46M.
Which Money Purchase plans are similar in size to Sherin and Lodgen Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Frozen Phs 401(a) Plan in TX ($21M, 324 participants).
Which Money Purchase plans cover a similar participant headcount to Sherin and Lodgen Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Retirement Plan for Paralegals and Partners of Curtis,Mallet-Prevost, Colt & Mosle LLP in NY (58 participants, $110M 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 042023901.

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.