401(k) · DOL Form 5500 · 2023

Sherwood Management Co., Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
667
Participants Below avg headcount
74th
Percentile by assets National rank
$33,118
Avg per participant Low balance/head
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Official DOL plan name: Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan · Sponsored by Sherwood Management Co., Inc. · California · Retail Trade

$22M in assets, 667 participants

Sherwood Management Co., Inc.'s Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan reported $22M in total assets and 667 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #7,063 in Retail Trade (8,414 peers)

Sherwood Management Co., Inc. multi-year trail

Sherwood Management Co., Inc.'s plans moved +25.2% in assets from 2022 to 2024; this filing shows Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan at $22M / 667 participants.

#7,063
in Retail Trade (8,414 peers)
+12.5%
assets growth YoY

Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan's outsized position by total assets

Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,089,496 Top 26% higher than 74% 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 Management Co., Inc. & Associated 401(k) Profit Sharing 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. Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan sits mid-pack in the medium band (667 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan reported participants rose from 637 in the plan year 2022 filing to 667 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 951948904 · Sherwood Management Co., Inc. PY 2023 · 401(k)

Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan · $22M · 667 · 74th

  • PCT $22M
  • EIN 667
  • RANK 74th
  • PHOTO 401(k)
  • IND near Knowlan's Super Markets, Inc. 401(k) Retirement Savings Plan
  • EOY ind #7063

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 Retail Trade retirement plans → · Plans in California →

Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan in the asset neighbourhood

Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing PlanSherwood Management Co., Inc…$22MKnowlan's Super Markets, Inc. 401(k) Retirement Savings PlanKnowlan's Super Markets, Inc…$22MCoakley & Williams Construction LLCCoakley & Williams Construct…$22MSynergos Companies 401(k) PlanSynergos Companies 401(k) Pl…$22MChristianson Air Conditioning and Plumbing Retirement PlanChristianson Air Conditionin…$22M
End-of-year total assets ($M) among Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sherwood Management Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sherwood Management Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 25.20257066289031% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.6M $24.6M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 637 $20M
2023 1 667 $22M
2024 1 662 $25M

Sherwood Management Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN951948904
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan, Total assets ($B): 0.022089496 · Participants: 667Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Knowlan's Super Markets, Inc. 401(k) Retirement Savings Plan in MN ($22M); by covered participants it is Stark Truss Company, Inc. Employee 401(k) Plan in OH (667 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (667 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 Management Co., Inc. & Associated 401(k) Profit Sharing Plan assets move in 2023? ▼
Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan grew at a solid clip - up 12.5% during 2023, from $20M to $22M. Reported net income was $2M.
How have Sherwood Management Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sherwood Management Co., Inc.'s sponsor-wide assets grew 25.2%, from $20M to $25M.
Which 401(k) plans are similar in size to Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Knowlan's Super Markets, Inc. 401(k) Retirement Savings Plan in MN ($22M, 413 participants).
Which 401(k) plans cover a similar participant headcount to Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stark Truss Company, Inc. Employee 401(k) Plan in OH (667 participants, $33M 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 951948904.

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.