ESOP · DOL Form 5500 · 2023

Sherwood Design Engineers, Ltd. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
73
Participants Small participant base
33rd
Percentile by assets National rank
$34,027
Avg per participant Low balance/head
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Official DOL plan name: Sherwood Design Engineers Employee Stock Ownership Plan · Sponsored by Sherwood Design Engineers, Ltd. · California · Professional & Technical Services

$2M in assets, 73 participants

Sherwood Design Engineers, Ltd.'s Sherwood Design Engineers Employee Stock Ownership Plan reported $2M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,009 in Professional & Technical Services (20,321 peers)

Sherwood Design Engineers, Ltd. multi-year trail

Sherwood Design Engineers, Ltd.'s plans moved +63.1% in assets from 2022 to 2024; this filing shows Sherwood Design Engineers Employee Stock Ownership Plan at $2M / 73 participants.

#6,009
in Professional & Technical Services (20,321 peers)
+28.3%
assets growth YoY

Sherwood Design Engineers Employee Stock Ownership Plan among the smaller filed plans by assets

Sherwood Design Engineers Employee Stock Ownership Plan vs every filed plan by assets

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

$2,483,984 33rd percentile higher than 33% 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

Sherwood Design Engineers Employee Stock Ownership 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. Sherwood Design Engineers Employee Stock Ownership Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sherwood Design Engineers Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sherwood Design Engineers Employee Stock Ownership Plan reported net income fell from $617K in the plan year 2022 filing to $547K in the plan year 2023 filing.
  • Sherwood Design Engineers Employee Stock Ownership Plan reported participants rose from 67 in the plan year 2022 filing to 73 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 201602119 · Sherwood Design Engineers, Ltd. PY 2023 · ESOP

Sherwood Design Engineers Employee Stock Ownership Plan · $2M · 73 · 33rd

  • PHOTO $2M
  • PHOTO 73
  • PHOTO 33rd
  • PHOTO ESOP
  • PHOTO near Spiars Engineering Employee Stock Ownership Plan
  • PHOTO ind #6009

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 What is an ESOP? → · Plans in California →

Sherwood Design Engineers Employee Stock Ownership Plan in the asset neighbourhood

Brazoria Telephone Co., Inc. Employee Stock Ownership PlanBrazoria Telephone Co., Inc.…$2MCapitol Mechanical, Inc. Employee Stock Ownership PlanCapitol Mechanical, Inc. Emp…$2MSherwood Design Engineers Employee Stock Ownership PlanSherwood Design Engineers Em…$2MSpiars Engineering Employee Stock Ownership PlanSpiars Engineering Employee …$2MZimmerman Marine, Inc. Employee Stock Ownership PlanZimmerman Marine, Inc. Emplo…$2M
End-of-year total assets ($M) among Sherwood Design Engineers Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Sherwood Design Engineers, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Sherwood Design Engineers, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 63.149886880512774% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.95M $11.3M ▲ +63.2%
Year Plans Participants Total Assets
2022 2 155 $7M
2023 2 166 $9M
2024 2 177 $11M

Sherwood Design Engineers, Ltd. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$547K
Employer EIN201602119
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Sherwood Design Engineers Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Sherwood Design Engineers Employee Stock Ownership Plan, Total assets ($B): 0.002483984 · Participants: 73Sherwood Design Engineers Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Sherwood Design Engineers Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Sherwood Design Engineers Employee Stock Ownership Plan side-by-side with 3 peers →

Sherwood Design Engineers Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Spiars Engineering Employee Stock Ownership Plan in TX ($2M); by covered participants it is Glass & Metals, Inc. Employee Stock Ownership and Savings Plan in VA (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Sherwood Design Engineers Employee Stock Ownership Plan assets move in 2023? ▼
Sherwood Design Engineers Employee Stock Ownership Plan grew sharply - up 28.3% during 2023, from $2M to $2M. Reported net income was $547K.
How have Sherwood Design Engineers, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sherwood Design Engineers, Ltd.'s sponsor-wide assets grew 63.1%, from $7M to $11M.
Which ESOP plans are similar in size to Sherwood Design Engineers Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Spiars Engineering Employee Stock Ownership Plan in TX ($2M, 77 participants).
Which ESOP plans cover a similar participant headcount to Sherwood Design Engineers Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Glass & Metals, Inc. Employee Stock Ownership and Savings Plan in VA (73 participants, $20M 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 201602119.

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.