401(k) · DOL Form 5500 · 2023

Edgewood Manor of Wellston 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
730
Participants Near avg headcount
26th
Percentile by assets National rank
$1,775
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sherman Group Retirement Plan · Sponsored by Edgewood Manor of Wellston · Ohio · Healthcare & Social Assistance

$1M in assets, 730 participants

Edgewood Manor of Wellston's Sherman Group Retirement Plan reported $1M in total assets and 730 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,962 in Healthcare & Social Assistance (17,684 peers)

Edgewood Manor of Wellston multi-year trail

Edgewood Manor of Wellston's plans moved +55.0% in assets from 2022 to 2024; this filing shows Sherman Group Retirement Plan at $1M / 730 participants.

#3,962
in Healthcare & Social Assistance (17,684 peers)
+22.3%
assets growth YoY

Sherman Group Retirement Plan among the smaller filed plans by assets

Sherman Group Retirement Plan vs every filed plan by assets

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

$1,295,799 26th percentile higher than 26% 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

Sherman Group 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. Sherman Group Retirement Plan sits mid-pack in the medium band (730 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sherman Group Retirement Plan reported net income rose from $90K in the plan year 2022 filing to $236K in the plan year 2023 filing.
  • Sherman Group Retirement Plan reported participants rose from 587 in the plan year 2022 filing to 730 in the plan year 2023 filing.
  • Sherman Group Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 822279548 · Edgewood Manor of Wellston PY 2023 · 401(k)

Sherman Group Retirement Plan · $1M · 730 · 26th

  • BOOK $1M
  • VS-ST 730
  • BOY 26th
  • SCH 401(k)
  • EBSA near Boosted Commerce 401(k) Plan
  • PART ind #3962

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 Ohio →

Sherman Group Retirement Plan in the asset neighbourhood

Sherman Group Retirement Plan$1MBoosted Commerce 401(k) Plan$1MInov8v Marine Group Incorporated 401(k) PlanInov8v Marine Group Incorpor…$1MBarbeques Galore 401(k) Plan$1MFairly Reliable Bobs, Inc. 401(k) PlanFairly Reliable Bobs, Inc. 4…$1M
End-of-year total assets ($M) among Sherman Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Edgewood Manor of Wellston multi-year asset trail

Sponsor-wide plan assets over time

All Edgewood Manor of Wellston plans reported in each filing year

Latest sponsor-wide plan assets
$2M 55.026156858080874% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.06M $1.64M ▲ +54.7%
Year Plans Participants Total Assets
2022 1 587 $1M
2023 1 730 $1M
2024 1 564 $2M

Edgewood Manor of Wellston filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$236K
Employer EIN822279548
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Sherman Group Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Sherman Group Retirement Plan, Total assets ($B): 0.001295799 · Participants: 730Sherman Group Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Sherman Group Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Sherman Group Retirement Plan side-by-side with 3 peers →

Sherman Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Boosted Commerce 401(k) Plan in CA ($1M); by covered participants it is Kinze Manufacturing, Inc. 401(k) Profit Sharing Plan in IA (730 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (730 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 Sherman Group Retirement Plan assets move in 2023? ▼
Sherman Group Retirement Plan grew sharply - up 22.3% during 2023, from $1M to $1M. Reported net income was $236K.
How have Edgewood Manor of Wellston plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edgewood Manor of Wellston's sponsor-wide assets grew 55.0%, from $1M to $2M.
Which 401(k) plans are similar in size to Sherman Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boosted Commerce 401(k) Plan in CA ($1M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Sherman Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kinze Manufacturing, Inc. 401(k) Profit Sharing Plan in IA (730 participants, $84M 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 822279548.

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.