401(k) · DOL Form 5500 · 2023

SHEERID 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
163
Participants Small participant base
61st
Percentile by assets National rank
$67,886
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sheerid 401(k) Plan · Sponsored by SHEERID · Oregon · Professional & Technical Services

$11M in assets, 163 participants

SHEERID's Sheerid 401(k) Plan reported $11M in total assets and 163 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.

  • #12,108 in Professional & Technical Services (20,321 peers)

Coverage in Oregon

Sheerid 401(k) Plan covers 163 participants in Oregon, about 37% of the average Oregon filer (state average ~443 per filing). Assets: $11M.

#12,108
in Professional & Technical Services (20,321 peers)
+53.0%
assets growth YoY

Sheerid 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sheerid 401(k) Plan vs every filed plan by assets

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

$11,065,442 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

Sheerid 401(k) 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. Sheerid 401(k) Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sheerid 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sheerid 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Sheerid 401(k) Plan reported participants fell from 175 in the plan year 2022 filing to 163 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 452584917 · SHEERID PY 2023 · 401(k)

Sheerid 401(k) Plan · $11M · 163 · 61st

  • VS-ST $11M
  • VS-ST 163
  • VS-ST 61st
  • VS-ST 401(k)
  • VS-ST near Prime Capital Investment Advisors LLC 401(k) Plan
  • VS-ST ind #12108

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 →

Sheerid 401(k) Plan in the asset neighbourhood

Sheerid 401(k) Plan$11MPrime Capital Investment Advisors LLC 401(k) PlanPrime Capital Investment Adv…$11MMarkham Contracting Co., Inc. 401(k) Profit Sharing PlanMarkham Contracting Co., Inc…$11MIsoftstone 401(k) Profit Sharing Plan & TrustIsoftstone 401(k) Profit Sha…$11MYazoo Mills, Inc. Cash or Deferred Profit Sharing PlanYazoo Mills, Inc. Cash or De…$11M
End-of-year total assets ($M) among Sheerid 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$11M
Net Income$4M
Employer EIN452584917
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SHEERID)

Sponsor-wide plan assets over time

All SHEERID plans reported in each filing year

Latest sponsor-wide plan assets
$15M 111.634851476497% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.23M $15.3M ▲ +111.8%
Year Plans Participants Total Assets
2022 1 175 $7M
2023 1 163 $11M
2024 1 169 $15M

Nearby 401(k) Plans in Oregon

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

Sheerid 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Sheerid 401(k) Plan, Total assets ($B): 0.011065442 · Participants: 163Sheerid 401(k) Plan401(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
Sheerid 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Sheerid 401(k) Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Prime Capital Investment Advisors LLC 401(k) Plan in KS ($11M); by covered participants it is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Sheerid 401(k) Plan assets move in 2023? ▼
Sheerid 401(k) Plan surged - up 53.0% during 2023, from $7M to $11M. Reported net income was $4M.
How have SHEERID plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), SHEERID's sponsor-wide assets grew 111.6%, from $7M to $15M.
Which 401(k) plans are similar in size to Sheerid 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prime Capital Investment Advisors LLC 401(k) Plan in KS ($11M, 264 participants).
Which 401(k) plans cover a similar participant headcount to Sheerid 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants, $491K 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 452584917.

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.