401(k) · DOL Form 5500 · 2023

Sheridan Ross P.C. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
49
Participants Small participant base
76th
Percentile by assets National rank
$497,328
Avg per participant High balance/head
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Official DOL plan name: Sheridan Ross P.C. 401(k) Profit Sharing Plan · Sponsored by Sheridan Ross P.C. · Colorado · Professional & Technical Services

$24M in assets, 49 participants

Sheridan Ross P.C.'s Sheridan Ross P.C. 401(k) Profit Sharing Plan reported $24M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,524 in Professional & Technical Services (20,321 peers)

Where Sheridan Ross P.C. 401(k) Profit Sharing Plan sits by assets

Sheridan Ross P.C. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $24M for 49 participants (~$497,328/participant), down 0.5% in 2023.

#15,524
in Professional & Technical Services (20,321 peers)
-0.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $118K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sheridan Ross P.C. 401(k) Profit Sharing Plan's outsized position by total assets

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

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

$24,369,078 Top 24% higher than 76% 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) Profit Sharing 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. Sheridan Ross P.C. 401(k) Profit Sharing Plan is a small filing (49 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) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to -$118K in the plan year 2023 filing.
  • Sheridan Ross P.C. 401(k) Profit Sharing Plan reported participants fell from 51 in the plan year 2022 filing to 49 in the plan year 2023 filing.
  • Sheridan Ross P.C. 401(k) Profit Sharing Plan end-of-year assets fell from $24M in the plan year 2022 filing to $24M 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) Profit Sharing Plan · $24M · 49 · 76th

  • 5500 $24M
  • ASSETS 49
  • PCT 76th
  • EIN 401(k)
  • RANK near Rainbow Grocery Cooperative, Inc. Retirement Plan
  • PHOTO ind #15524

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) Profit Sharing Plan in the asset neighbourhood

Sheridan Ross P.C. 401(k) Profit Sharing PlanSheridan Ross P.C. 401(k) Pr…$24MRainbow Grocery Cooperative, Inc. Retirement PlanRainbow Grocery Cooperative,…$24MInteraudi Bank 401(k) Savings/ Retirement PlanInteraudi Bank 401(k) Saving…$24MLdi Industries, Inc. Retirement Savings PlanLdi Industries, Inc. Retirem…$24MAlcal Industries, Inc. 401(k) Savings Plan and TrustAlcal Industries, Inc. 401(k…$24M
End-of-year total assets ($M) among Sheridan Ross P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$24M
Net Income-$118K
Employer EIN841103115
Plan Effective Date1988-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Sheridan Ross P.C.)

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

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) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Sheridan Ross P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.024369078 · Participants: 49Sheridan Ross P.C. 401(k) Profit Sharing PlanDavita 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) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Sheridan Ross P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Rainbow Grocery Cooperative, Inc. Retirement Plan in CA ($24M); by covered participants it is Marvin & Co. PC Savings and Thrift Plan in NY (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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) Profit Sharing Plan assets move in 2023? ▼
Sheridan Ross P.C. 401(k) Profit Sharing Plan held essentially flat - down 0.5% during 2023, from $24M to $24M. Reported net income was -$118K.
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.
Where does Sheridan Ross P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sheridan Ross P.C. 401(k) Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sheridan Ross P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rainbow Grocery Cooperative, Inc. Retirement Plan in CA ($24M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Sheridan Ross P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marvin & Co. PC Savings and Thrift Plan in NY (49 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 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.