Other · DOL Form 5500 · 2023

Sherrill House, Inc Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
225
Participants Below avg headcount
61st
Percentile by assets National rank
$49,434
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sherrill House, Inc. 403(b) Retirement Plan · Sponsored by Sherrill House, Inc · Massachusetts · Healthcare & Social Assistance

$11M in assets, 225 participants

Sherrill House, Inc's Sherrill House, Inc. 403(b) Retirement Plan reported $11M in total assets and 225 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,733 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Sherrill House, Inc. 403(b) Retirement Plan covers 225 participants in Massachusetts, about 34% of the average Massachusetts filer (state average ~659 per filing). Assets: $11M.

#11,733
in Healthcare & Social Assistance (17,684 peers)
+16.9%
assets growth YoY

Sherrill House, Inc. 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sherrill House, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$11,122,645 Top 39% higher than 61% 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

Sherrill House, Inc. 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sherrill House, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (225 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sherrill House, Inc. 403(b) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sherrill House, Inc. 403(b) Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Sherrill House, Inc. 403(b) Retirement Plan reported participants fell from 228 in the plan year 2022 filing to 225 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042104321 · Sherrill House, Inc PY 2023 · Other

Sherrill House, Inc. 403(b) Retirement Plan · $11M · 225 · 61st

  • SCH $11M
  • EBSA 225
  • PART 61st
  • TYPE Other
  • NET near 403(b) Thrift Plan of Hospice of Wichita Falls, Inc.
  • BOOK ind #11733

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Sherrill House, Inc. 403(b) Retirement Plan in the asset neighbourhood

403(b) Thrift Plan of Hospice of Wichita Falls, Inc.403(b) Thrift Plan of Hospic…$11MThe Barnes Foundation Defined Contribution Retirement PlanThe Barnes Foundation Define…$11MOregon Museum of Science and Industry Retirement PlanOregon Museum of Science and…$11MSherrill House, Inc. 403(b) Retirement PlanSherrill House, Inc. 403(b) …$11MJacksonville Country Day School, Inc. 403(b) PlanJacksonville Country Day Sch…$11M
End-of-year total assets ($M) among Sherrill House, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN042104321
Plan Effective Date1976-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sherrill House, Inc)

Sponsor-wide plan assets over time

All Sherrill House, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$13M 32.08423356450117% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.51M $12.6M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 228 $10M
2023 1 225 $11M
2024 1 213 $13M

Nearby Other Plans in Massachusetts

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

Sherrill House, Inc. 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Sherrill House, Inc. 403(b) Retirement Plan, Total assets ($B): 0.011122645 · Participants: 225Sherrill House, Inc. 403(b) Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Sherrill House, Inc. 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Sherrill House, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Sherrill House, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is 403(b) Thrift Plan of Hospice of Wichita Falls, Inc. in TX ($11M); by covered participants it is Viterbo University, Inc. Defined Contribution Retirement Plan in WI (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Sherrill House, Inc. 403(b) Retirement Plan assets move in 2023? ▼
Sherrill House, Inc. 403(b) Retirement Plan grew sharply - up 16.9% during 2023, from $10M to $11M. Reported net income was $2M.
How have Sherrill House, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sherrill House, Inc's sponsor-wide assets grew 32.1%, from $10M to $13M.
Which Other plans are similar in size to Sherrill House, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Hospice of Wichita Falls, Inc. in TX ($11M, 227 participants).
Which Other plans cover a similar participant headcount to Sherrill House, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Viterbo University, Inc. Defined Contribution Retirement Plan in WI (225 participants, $60M 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 042104321.

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.