401(k) · DOL Form 5500 · 2023
Sherman Sherman Johnnie & Hoyt, LLP 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $361,659
- Avg per participant High balance/head
Official DOL plan name: The Windborne 401(k) Profit Sharing Plan · Sponsored by Sherman Sherman Johnnie & Hoyt, LLP · Oregon · Professional & Technical Services
$4M in assets, 12 participants
Sherman Sherman Johnnie & Hoyt, LLP's The Windborne 401(k) Profit Sharing Plan reported $4M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,969 in Professional & Technical Services (20,321 peers)
Sherman Sherman Johnnie & Hoyt, LLP multi-year trail
Sherman Sherman Johnnie & Hoyt, LLP's plans moved +40.0% in assets from 2022 to 2024; this filing shows The Windborne 401(k) Profit Sharing Plan at $4M / 12 participants.
- #7,969
- in Professional & Technical Services (20,321 peers)
- +19.2%
- assets growth YoY
The Windborne 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
The Windborne 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,339,911 42nd percentile higher than 42% 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
The Windborne 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. The Windborne 401(k) Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Windborne 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $698K in the plan year 2023 filing.
- The Windborne 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The Windborne 401(k) Profit Sharing Plan reported participants fell from 13 in the plan year 2022 filing to 12 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 770620059 · Sherman Sherman Johnnie & Hoyt, LLP PY 2023 · 401(k)
The Windborne 401(k) Profit Sharing Plan · $4M · 12 · 42nd
- BOY $4M
- SCH 12
- EBSA 42nd
- PART 401(k)
- TYPE near Tovala 401(k) Plan
- NET ind #7969
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 Oregon →
The Windborne 401(k) Profit Sharing Plan in the asset neighbourhood
Sherman Sherman Johnnie & Hoyt, LLP multi-year asset trail
Sponsor-wide plan assets over time
All Sherman Sherman Johnnie & Hoyt, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 39.98958113355839% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $4M |
| 2023 | 1 | 12 | $4M |
| 2024 | 1 | 17 | $5M |
Sherman Sherman Johnnie & Hoyt, LLP filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $698K |
| Employer EIN | 770620059 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
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
The Windborne 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Tovala 401(k) Plan in IL ($4M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.