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
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
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.
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
Filing particulars (2023)
| Total Assets (Beginning of Year) | $858K |
|---|---|
| Net Assets (End of Year) | $803K |
| Net Income | -$55K |
| Employer EIN | 930551780 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING 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
| 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.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
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).
- S&s Cargo, Inc. Retirement Plan (CO) $803K · 15
- Takigawa Corporation America 401(k) (KY) $803K · 115
- Ed Green Construction, Inc. 401(k) (UT) $803K · 3
- Scovil Ventures Inc. Retirement Plan (CA) $803K · 3
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.