ESOP · DOL Form 5500 · 2023

Sherwood Mechanical, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
96
Participants Small participant base
28th
Percentile by assets National rank
$16,933
Avg per participant Low balance/head
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Official DOL plan name: Sherwood Mechanical, Inc. Employee Stock Ownership Plan · Sponsored by Sherwood Mechanical, Inc. · California · Construction

$2M in assets, 96 participants

Sherwood Mechanical, Inc.'s Sherwood Mechanical, Inc. Employee Stock Ownership Plan reported $2M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,352 in Construction (9,030 peers)

Sherwood Mechanical, Inc. multi-year trail

Sherwood Mechanical, Inc.'s plans moved +59.9% in assets from 2022 to 2024; this filing shows Sherwood Mechanical, Inc. Employee Stock Ownership Plan at $2M / 96 participants.

#2,352
in Construction (9,030 peers)
+36.6%
assets growth YoY

The plan reported a net loss of $344 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sherwood Mechanical, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Sherwood Mechanical, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,625,588 28th percentile higher than 28% 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 Mechanical, Inc. Employee Stock Ownership 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. Sherwood Mechanical, Inc. Employee Stock Ownership Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sherwood Mechanical, Inc. Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2022 filing to -$344 in the plan year 2023 filing.
  • Sherwood Mechanical, Inc. Employee Stock Ownership Plan end-of-year assets fell from $11M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sherwood Mechanical, Inc. Employee Stock Ownership Plan reported participants fell from 136 in the plan year 2022 filing to 96 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 680565225 · Sherwood Mechanical, Inc. PY 2023 · ESOP

Sherwood Mechanical, Inc. Employee Stock Ownership Plan · $2M · 96 · 28th

  • ASSETS $2M
  • ASSETS 96
  • ASSETS 28th
  • ASSETS ESOP
  • ASSETS near Don Durden Employee Stock Ownership Plan
  • ASSETS ind #2352

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 What is an ESOP? → · Plans in California →

Sherwood Mechanical, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sherwood Mechanical, Inc. Employee Stock Ownership PlanSherwood Mechanical, Inc. Em…$2MDon Durden Employee Stock Ownership PlanDon Durden Employee Stock Ow…$2MPark Construction Management, Inc. Employee Stock Ownership Plan and TrustPark Construction Management…$2MTechlaw Consultants, Inc. Employee Stock Ownership PlanTechlaw Consultants, Inc. Em…$2MDcg ESOP$2M
End-of-year total assets ($M) among Sherwood Mechanical, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Sherwood Mechanical, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sherwood Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 59.901497748518686% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $11.2M $17.8M ▲ +59.8%
Year Plans Participants Total Assets
2022 1 136 $11M
2023 1 96 $2M
2024 2 224 $18M

Sherwood Mechanical, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$344
Employer EIN680565225
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Sherwood Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Sherwood Mechanical, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001625588 · Participants: 96Sherwood Mechanical, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Sherwood Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Sherwood Mechanical, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sherwood Mechanical, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Don Durden Employee Stock Ownership Plan in TX ($2M); by covered participants it is Erdman Anthony Profit Sharing and Employee Stock Ownership Plan in NY (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Mechanical, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Sherwood Mechanical, Inc. Employee Stock Ownership Plan surged - up 36.6% during 2023, from $1M to $2M. Reported net income was -$344.
How have Sherwood Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sherwood Mechanical, Inc.'s sponsor-wide assets grew 59.9%, from $11M to $18M.
Which ESOP plans are similar in size to Sherwood Mechanical, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Don Durden Employee Stock Ownership Plan in TX ($2M, N/A participants).
Which ESOP plans cover a similar participant headcount to Sherwood Mechanical, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Erdman Anthony Profit Sharing and Employee Stock Ownership Plan in NY (96 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 680565225.

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.