401(k) · DOL Form 5500 · 2023

Sherwood Chevrolet Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
118
Participants Small participant base
54th
Percentile by assets National rank
$68,804
Avg per participant Below avg balance/head
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Official DOL plan name: Sherwood Chevrolet, Inc./Horlacher & Sherwood Inc. 401(k) Ps Plan · Sponsored by Sherwood Chevrolet Inc. · Pennsylvania · Retail Trade

$8M in assets, 118 participants

Sherwood Chevrolet Inc.'s Sherwood Chevrolet, Inc./Horlacher & Sherwood Inc. 401(k) Ps Plan reported $8M in total assets and 118 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.

  • #5,430 in Retail Trade (8,414 peers)

Coverage in Pennsylvania

Sherwood Chevrolet, Inc./Horlacher & Sherwood Inc. 401(k) Ps Plan covers 118 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.

#5,430
in Retail Trade (8,414 peers)
+4.7%
assets growth YoY

Sherwood Chevrolet, Inc./Horlacher & Sherwood Inc. 401(k) Ps Plan's mid-pack asset rank among Retail Trade and all filers

Sherwood Chevrolet, Inc./Horlacher & Sherwood Inc. 401(k) Ps Plan vs every filed plan by assets

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

$8,118,838 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

Sherwood Chevrolet, Inc./Horlacher & Sherwood Inc. 401(k) Ps 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 Chevrolet, Inc./Horlacher & Sherwood Inc. 401(k) Ps Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sherwood Chevrolet, Inc./Horlacher & Sherwood Inc. 401(k) Ps Plan reported net income rose from -$815K in the plan year 2022 filing to $353K in the plan year 2023 filing.
  • Sherwood Chevrolet, Inc./Horlacher & Sherwood Inc. 401(k) Ps Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 231683156 · Sherwood Chevrolet Inc. PY 2023 · 401(k)

Sherwood Chevrolet, Inc./Horlacher & Sherwood Inc. 401(k) Ps Plan · $8M · 118 · 54th

  • PHOTO $8M
  • IND 118
  • EOY 54th
  • 5500 401(k)
  • ASSETS near Naed 401(k) Retirement Plan
  • PCT ind #5430

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 Pennsylvania →

Sherwood Chevrolet, Inc./Horlacher & Sherwood Inc. 401(k) Ps Plan in the asset neighbourhood

Sherwood Chevrolet, Inc./Horlacher & Sherwood Inc. 401(k) Ps PlanSherwood Chevrolet, Inc./Hor…$8MNaed 401(k) Retirement Plan$8MA-1 Toyota 401(k) Plan$8MCbh Homes 401(k) Plan$8MPermaplate 401(k) and Profit Sharing PlanPermaplate 401(k) and Profit…$8M
End-of-year total assets ($M) among Sherwood Chevrolet, Inc./Horlacher & Sherwood Inc. 401(k) Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$353K
Employer EIN231683156
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sherwood Chevrolet Inc.)

Sponsor-wide plan assets over time

All Sherwood Chevrolet Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 28.640127423025568% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.76M $9.98M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 118 $8M
2023 1 118 $8M
2024 1 122 $10M

Nearby 401(k) Plans in Pennsylvania

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

Sherwood Chevrolet, Inc./Horlacher & Sherwood Inc. 401(k) Ps Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Sherwood Chevrolet, Inc./Horlacher & Sherwood Inc. 401(k) Ps Plan, Total assets ($B): 0.008118838 · Participants: 118Sherwood Chevrolet, Inc./Horlacher & Sherwood Inc. 401(k) Ps PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Sherwood Chevrolet, Inc./Horlacher & Sherwood Inc. 401(k) Ps Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Sherwood Chevrolet, Inc./Horlacher & Sherwood Inc. 401(k) Ps Plan side-by-side with 3 peers →

Sherwood Chevrolet, Inc./Horlacher & Sherwood Inc. 401(k) Ps Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Naed 401(k) Retirement Plan in MO ($8M); by covered participants it is Ensign Natural Resources 401(k) Plan in TX (118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Chevrolet, Inc./Horlacher & Sherwood Inc. 401(k) Ps Plan assets move in 2023? ▼
Sherwood Chevrolet, Inc./Horlacher & Sherwood Inc. 401(k) Ps Plan edged up modestly - up 4.7% during 2023, from $8M to $8M. Reported net income was $353K.
How have Sherwood Chevrolet Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sherwood Chevrolet Inc.'s sponsor-wide assets grew 28.6%, from $8M to $10M.
Which 401(k) plans are similar in size to Sherwood Chevrolet, Inc./Horlacher & Sherwood Inc. 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by assets is Naed 401(k) Retirement Plan in MO ($8M, 37 participants).
Which 401(k) plans cover a similar participant headcount to Sherwood Chevrolet, Inc./Horlacher & Sherwood Inc. 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ensign Natural Resources 401(k) Plan in TX (118 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 231683156.

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.