401(k) · DOL Form 5500 · 2023

Sheridan Ross P.C. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
40
Participants Small participant base
54th
Percentile by assets National rank
$199,067
Avg per participant Above avg balance/head
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Official DOL plan name: Sheridan Ross P.C. 401(k) Plan B · Sponsored by Sheridan Ross P.C. · Colorado · Professional & Technical Services

$8M in assets, 40 participants

Sheridan Ross P.C.'s Sheridan Ross P.C. 401(k) Plan B reported $8M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,592 in Professional & Technical Services (20,321 peers)

2023 asset change

Sheridan Ross P.C. 401(k) Plan B grew sharply 27.4% in 2023 ($6M → $8M) for 40 participants.

#10,592
in Professional & Technical Services (20,321 peers)
+27.4%
assets growth YoY

Sheridan Ross P.C. 401(k) Plan B's mid-pack asset rank among Professional & Technical Services and all filers

Sheridan Ross P.C. 401(k) Plan B vs every filed plan by assets

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

$7,962,665 Top 46% higher than 54% 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

Sheridan Ross P.C. 401(k) Plan B among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheridan Ross P.C. 401(k) Plan B is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sheridan Ross P.C. 401(k) Plan B reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sheridan Ross P.C. 401(k) Plan B end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Sheridan Ross P.C. 401(k) Plan B reported participants fell from 42 in the plan year 2022 filing to 40 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 841103115 · Sheridan Ross P.C. PY 2023 · 401(k)

Sheridan Ross P.C. 401(k) Plan B · $8M · 40 · 54th

  • EBSA $8M
  • EBSA 40
  • EBSA 54th
  • EBSA 401(k)
  • EBSA near Iljin 401(k) Plan
  • EBSA ind #10592

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 Colorado →

Sheridan Ross P.C. 401(k) Plan B in the asset neighbourhood

Sheridan Ross P.C. 401(k) Plan BSheridan Ross P.C. 401(k) Pl…$8MIljin 401(k) Plan$8M403(b) Thrift Plan for Employees of Midpenn Legal Services, Inc.403(b) Thrift Plan for Emplo…$8MBaywood Hotels, Inc. 401(k) PlanBaywood Hotels, Inc. 401(k) …$8MAlfred F. Descenza & Son, Inc. Employees' 401(k) PlanAlfred F. Descenza & Son, In…$8M
End-of-year total assets ($M) among Sheridan Ross P.C. 401(k) Plan B and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sheridan Ross P.C. years around the 2023 move

Sponsor-wide plan assets over time

All Sheridan Ross P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 1.872256828219686% vs 2022
2024 filing year
$29M$30M$31M$32M$33M 202220232024 $30.7M $30.2M ▼ -1.9%
Year Plans Participants Total Assets
2022 2 93 $31M
2023 2 89 $32M
2024 2 88 $30M

2023 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN841103115
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Sheridan Ross P.C. 401(k) Plan B vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Sheridan Ross P.C. 401(k) Plan B, Total assets ($B): 0.007962665 · Participants: 40Sheridan Ross P.C. 401(k) Plan BDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Sheridan Ross P.C. 401(k) Plan B vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Sheridan Ross P.C. 401(k) Plan B side-by-side with 3 peers →

Sheridan Ross P.C. 401(k) Plan B's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Iljin 401(k) Plan in MI ($8M); by covered participants it is Specialized Products Company 401(k) Profit Sharing Plan in TX (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Sheridan Ross P.C. 401(k) Plan B assets move in 2023? ▼
Sheridan Ross P.C. 401(k) Plan B grew sharply - up 27.4% during 2023, from $6M to $8M. Reported net income was $2M.
How have Sheridan Ross P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheridan Ross P.C.'s sponsor-wide assets declined 1.9%, from $31M to $30M.
Which 401(k) plans are similar in size to Sheridan Ross P.C. 401(k) Plan B? ▼
Among 401(k) plans in other states, the closest by assets is Iljin 401(k) Plan in MI ($8M, 170 participants).
Which 401(k) plans cover a similar participant headcount to Sheridan Ross P.C. 401(k) Plan B? ▼
Among 401(k) plans in other states, the closest by covered participants is Specialized Products Company 401(k) Profit Sharing Plan in TX (40 participants, $3M 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 841103115.

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.