Profit Sharing · DOL Form 5500 · 2023

The Sherman Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$867K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$216,730
Avg per participant Above avg balance/head
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Official DOL plan name: The Sherman Agency, Inc. Profit Sharing Plan · Sponsored by The Sherman Agency, Inc. · Colorado · Real Estate

$867K in assets, 4 participants

The Sherman Agency, Inc.'s The Sherman Agency, Inc. Profit Sharing Plan reported $867K in total assets and 4 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.

  • #1,847 in Real Estate (4,727 peers)

The Sherman Agency, Inc. multi-year trail

The Sherman Agency, Inc.'s plans moved -22.7% in assets from 2022 to 2024; this filing shows The Sherman Agency, Inc. Profit Sharing Plan at $867K / 4 participants.

#1,847
in Real Estate (4,727 peers)
+7.5%
assets growth YoY

The Sherman Agency, Inc. Profit Sharing Plan among the smaller filed plans by assets

The Sherman Agency, Inc. Profit Sharing Plan vs every filed plan by assets

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

$866,921 22nd percentile higher than 22% 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

The Sherman Agency, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Sherman Agency, Inc. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Sherman Agency, Inc. Profit Sharing Plan reported net income fell from $199K in the plan year 2022 filing to $60K in the plan year 2023 filing.
  • The Sherman Agency, Inc. Profit Sharing Plan end-of-year assets rose from $806K in the plan year 2022 filing to $867K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 840590665 · The Sherman Agency, Inc. PY 2023 · Profit Sharing

The Sherman Agency, Inc. Profit Sharing Plan · $867K · 4 · 22nd

  • NET $867K
  • BOOK 4
  • VS-ST 22nd
  • BOY Profit Sharing
  • SCH near B Avery Enterprises, Inc. Retirement Plan
  • EBSA ind #1847

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 Real Estate retirement plans → · Plans in Colorado →

The Sherman Agency, Inc. Profit Sharing Plan in the asset neighbourhood

The Sherman Agency, Inc. Profit Sharing PlanThe Sherman Agency, Inc. Pro…$867KB Avery Enterprises, Inc. Retirement PlanB Avery Enterprises, Inc. Re…$867KNeal K. Nakashima, D.M.D., Inc. Profit Sharing PlanNeal K. Nakashima, D.M.D., I…$867KLou Silver Inc 401(k) Plan$867KParenti Partners Ltd Profit Sharing PlanParenti Partners Ltd Profit …$866K
End-of-year total assets ($M) among The Sherman Agency, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

The Sherman Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Sherman Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$623K 22.731359033210452% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.81M $0.62M ▼ -23.5%
Year Plans Participants Total Assets
2022 1 4 $806K
2023 1 4 $867K
2024 1 4 $623K

The Sherman Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$806K
Net Assets (End of Year)$867K
Net Income$60K
Employer EIN840590665
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

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

The Sherman Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080 Total assets ($M) Participants The Sherman Agency, Inc. Profit Sharing Plan, Total assets ($M): 0.866921 · Participants: 4The Sherman Agency, Inc. Profit Sharing PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 58.660079 · Participants: 695Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 43.07945 · Participants: 1212Liberty Pr Mobility 401(k) Savings PlansAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 38.087891 · Participants: 133Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 18.249977 · Participants: 26Peterson Company Profit-Sharing PlanRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 16.472083 · Participants: 182Retirement Plan of Public Broadcasting of Colorado, Inc.
The Sherman Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare The Sherman Agency, Inc. Profit Sharing Plan side-by-side with 3 peers →

The Sherman Agency, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is B Avery Enterprises, Inc. Retirement Plan in FL ($867K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($867K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 The Sherman Agency, Inc. Profit Sharing Plan assets move in 2023? ▼
The Sherman Agency, Inc. Profit Sharing Plan grew at a solid clip - up 7.5% during 2023, from $806K to $867K. Reported net income was $60K.
How have The Sherman Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Sherman Agency, Inc.'s sponsor-wide assets declined 22.7%, from $806K to $623K.
Where does The Sherman Agency, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Sherman Agency, Inc. Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to The Sherman Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is B Avery Enterprises, Inc. Retirement Plan in FL ($867K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to The Sherman Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 840590665.

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.