401(k) · DOL Form 5500 · 2023

Sherrell Chevrolet, Inc. 401(k) Plan

Data updated 2026-08-25

$803K
Total assets Small plan by assets
13
Participants Small participant base
22nd
Percentile by assets National rank
$61,797
Avg per participant Low balance/head
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Official DOL plan name: Sherrell Chevrolet Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Sherrell Chevrolet, Inc. · Oregon · Retail Trade

$803K in assets, 13 participants

Sherrell Chevrolet, Inc.'s Sherrell Chevrolet Inc. 401(k) Profit Sharing Plan & Trust reported $803K in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,858 in Retail Trade (8,414 peers)

What the 2023 filing shows

Sherrell Chevrolet Inc. 401(k) Profit Sharing Plan & Trust holds $803K for 13 participants - about $61,797 per participant, among the smaller plans by assets on file.

#2,858
in Retail Trade (8,414 peers)
-6.4%
assets change YoY

The plan reported a net loss of $55K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sherrell Chevrolet Inc. 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Sherrell Chevrolet Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$803,361 22nd percentile higher than 22% 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

Sherrell Chevrolet Inc. 401(k) Profit Sharing Plan & 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. Sherrell Chevrolet Inc. 401(k) Profit Sharing Plan & Trust is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sherrell Chevrolet Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$105K in the plan year 2022 filing to -$55K in the plan year 2023 filing.
  • Sherrell Chevrolet Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $858K in the plan year 2022 filing to $803K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 930551780 · Sherrell Chevrolet, Inc. PY 2023 · 401(k)

Sherrell Chevrolet Inc. 401(k) Profit Sharing Plan & Trust · $803K · 13 · 22nd

  • PCT $803K
  • EIN 13
  • RANK 22nd
  • PHOTO 401(k)
  • IND near S&s Cargo, Inc. Retirement Plan
  • EOY ind #2858

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 Retail Trade retirement plans → · Plans in Oregon →

Sherrell Chevrolet Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Sherrell Chevrolet Inc. 401(k) Profit Sharing Plan & TrustSherrell Chevrolet Inc. 401(…$803KS&s Cargo, Inc. Retirement PlanS&s Cargo, Inc. Retirement P…$803KTakigawa Corporation America 401(k)Takigawa Corporation America…$803KEd Green Construction, Inc. 401(k)Ed Green Construction, Inc. …$803KScovil Ventures Inc. Retirement PlanScovil Ventures Inc. Retirem…$803K
End-of-year total assets ($M) among Sherrell Chevrolet Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$858K
Net Assets (End of Year)$803K
Net Income-$55K
Employer EIN930551780
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sherrell Chevrolet, Inc.)

Sponsor-wide plan assets over time

All Sherrell Chevrolet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$803K 6.389129705240785% vs 2022
2023 filing year
$0.78M$0.8M$0.82M$0.84M$0.86M$0.88M 20222023 $0.86M $0.8M ▼ -7.0%
Year Plans Participants Total Assets
2022 1 13 $858K
2023 1 13 $803K

Nearby 401(k) Plans in Oregon

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

Sherrell Chevrolet Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Sherrell Chevrolet Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000803361 · Participants: 13Sherrell Chevrolet Inc. 401(k) Profit Sharing Plan & Trust401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Sherrell Chevrolet Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants

Sherrell Chevrolet Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is S&s Cargo, Inc. Retirement Plan in CO ($803K); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($803K here).

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Sherrell Chevrolet Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023?
Sherrell Chevrolet Inc. 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 6.4% during 2023, from $858K to $803K. Reported net income was -$55K.
How have Sherrell Chevrolet, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Sherrell Chevrolet, Inc.'s sponsor-wide assets declined 6.4%, from $858K to $803K.
Where does Sherrell Chevrolet Inc. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers?
Sherrell Chevrolet Inc. 401(k) Profit Sharing Plan & Trust ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sherrell Chevrolet Inc. 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is S&s Cargo, Inc. Retirement Plan in CO ($803K, 15 participants).
Which 401(k) plans cover a similar participant headcount to Sherrell Chevrolet Inc. 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 in assets).