401(k) · DOL Form 5500 · 2023

Sherman Loehr Custom Tile Works Inc 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
10
Participants Small participant base
53rd
Percentile by assets National rank
$760,532
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sherman Loehr 401(k) Plan & Trust · Sponsored by Sherman Loehr Custom Tile Works Inc · California · Construction

$8M in assets, 10 participants

Sherman Loehr Custom Tile Works Inc's Sherman Loehr 401(k) Plan & Trust reported $8M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #4,610 in Construction (9,030 peers)

Sherman Loehr Custom Tile Works Inc multi-year trail

Sherman Loehr Custom Tile Works Inc's plans moved +20.9% in assets from 2022 to 2024; this filing shows Sherman Loehr 401(k) Plan & Trust at $8M / 10 participants.

#4,610
in Construction (9,030 peers)
+17.3%
assets growth YoY

Sherman Loehr 401(k) Plan & Trust's mid-pack asset rank among Construction and all filers

Sherman Loehr 401(k) Plan & Trust vs every filed plan by assets

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

$7,605,318 Top 47% higher than 53% 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

Sherman Loehr 401(k) Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sherman Loehr 401(k) Plan & Trust is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sherman Loehr 401(k) Plan & Trust reported participants fell from 16 in the plan year 2022 filing to 10 in the plan year 2023 filing.
  • Sherman Loehr 401(k) Plan & Trust reported net income rose from $846K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sherman Loehr 401(k) Plan & Trust end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 680037097 · Sherman Loehr Custom Tile Works Inc PY 2023 · 401(k)

Sherman Loehr 401(k) Plan & Trust · $8M · 10 · 53rd

  • BOY $8M
  • SCH 10
  • EBSA 53rd
  • PART 401(k)
  • TYPE near One 401(k) and Profit Sharing Plan
  • NET ind #4610

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 Construction retirement plans → · Plans in California →

Sherman Loehr 401(k) Plan & Trust in the asset neighbourhood

Sherman Loehr 401(k) Plan & TrustSherman Loehr 401(k) Plan & …$8MOne 401(k) and Profit Sharing PlanOne 401(k) and Profit Sharin…$8MCap Services, Inc. 401(k) PlanCap Services, Inc. 401(k) Pl…$8MLineage Profit Sharing 401(k) PlanLineage Profit Sharing 401(k…$8MRudolph Chevrolet, LLC 401(k) PlanRudolph Chevrolet, LLC 401(k…$8M
End-of-year total assets ($M) among Sherman Loehr 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sherman Loehr Custom Tile Works Inc multi-year asset trail

Sponsor-wide plan assets over time

All Sherman Loehr Custom Tile Works Inc plans reported in each filing year

Latest sponsor-wide plan assets
$8M 20.8532271622906% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.48M $7.83M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 16 $6M
2023 1 10 $8M
2024 1 11 $8M

Sherman Loehr Custom Tile Works Inc filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN680037097
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sherman Loehr 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sherman Loehr 401(k) Plan & Trust, Total assets ($B): 0.007605318 · Participants: 10Sherman Loehr 401(k) Plan & TrustWells 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
Sherman Loehr 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Sherman Loehr 401(k) Plan & Trust side-by-side with 3 peers →

Sherman Loehr 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is One 401(k) and Profit Sharing Plan in MI ($8M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 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 (10 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 Sherman Loehr 401(k) Plan & Trust assets move in 2023? ▼
Sherman Loehr 401(k) Plan & Trust grew sharply - up 17.3% during 2023, from $6M to $8M. Reported net income was $1M.
How have Sherman Loehr Custom Tile Works Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sherman Loehr Custom Tile Works Inc's sponsor-wide assets grew 20.9%, from $6M to $8M.
Which 401(k) plans are similar in size to Sherman Loehr 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is One 401(k) and Profit Sharing Plan in MI ($8M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Sherman Loehr 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 680037097.

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.