401(k) · DOL Form 5500 · 2023

Sherin and Lodgen LLP 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
83
Participants Small participant base
70th
Percentile by assets National rank
$213,341
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sherin and Lodgen Tax Deferred Savings Plan and Trust · Sponsored by Sherin and Lodgen LLP · Massachusetts · Professional & Technical Services

$18M in assets, 83 participants

Sherin and Lodgen LLP's Sherin and Lodgen Tax Deferred Savings Plan and Trust reported $18M in total assets and 83 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.

  • #14,190 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 Tax Deferred Savings Plan and Trust at $18M / 83 participants.

#14,190
in Professional & Technical Services (20,321 peers)
+5.7%
assets growth YoY

Sherin and Lodgen Tax Deferred Savings Plan and Trust's outsized position by total assets

Sherin and Lodgen Tax Deferred Savings Plan and Trust vs every filed plan by assets

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

$17,707,330 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

Sherin and Lodgen Tax Deferred Savings Plan and Trust 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 Tax Deferred Savings Plan and Trust is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sherin and Lodgen Tax Deferred Savings Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $953K in the plan year 2023 filing.
  • Sherin and Lodgen Tax Deferred Savings Plan and Trust reported participants rose from 74 in the plan year 2022 filing to 83 in the plan year 2023 filing.
  • Sherin and Lodgen Tax Deferred Savings Plan and Trust 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 →

Form 5500 schedule snapshot

Filing strip 042023901 · Sherin and Lodgen LLP PY 2023 · 401(k)

Sherin and Lodgen Tax Deferred Savings Plan and Trust · $18M · 83 · 70th

  • 5500 $18M
  • 5500 83
  • 5500 70th
  • 5500 401(k)
  • 5500 near Era Retirement Savings Plan
  • 5500 ind #14190

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 Tax Deferred Savings Plan and Trust in the asset neighbourhood

Sherin and Lodgen Tax Deferred Savings Plan and TrustSherin and Lodgen Tax Deferr…$18MEra Retirement Savings Plan$18MAmerican Outdoor Brands, Inc. Profit Sharing and Investment PlanAmerican Outdoor Brands, Inc…$18MMowery & Schoenfeld, LLC 401(k) PlanMowery & Schoenfeld, LLC 401…$18MKobie Marketing, Inc. 401(k) PlanKobie Marketing, Inc. 401(k)…$18M
End-of-year total assets ($M) among Sherin and Lodgen Tax Deferred Savings Plan and Trust and nearest nationwide 401(k) 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)$17M
Net Assets (End of Year)$18M
Net Income$953K
Employer EIN042023901
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Sherin and Lodgen Tax Deferred Savings Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sherin and Lodgen Tax Deferred Savings Plan and Trust, Total assets ($B): 0.01770733 · Participants: 83Sherin and Lodgen Tax Deferred Savings Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Sherin and Lodgen Tax Deferred Savings Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sherin and Lodgen Tax Deferred Savings Plan and Trust side-by-side with 3 peers →

Sherin and Lodgen Tax Deferred Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Era Retirement Savings Plan in MN ($18M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Tax Deferred Savings Plan and Trust assets move in 2023? ▼
Sherin and Lodgen Tax Deferred Savings Plan and Trust grew at a solid clip - up 5.7% during 2023, from $17M to $18M. Reported net income was $953K.
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 401(k) plans are similar in size to Sherin and Lodgen Tax Deferred Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Era Retirement Savings Plan in MN ($18M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Sherin and Lodgen Tax Deferred Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightpearl 401(k) Plan in TX (83 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 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.