401(k) · DOL Form 5500 · 2024

Sheridan Asset Management LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
30th
Percentile by assets National rank
$426,960
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Sheridan Asset Management LLC · New York · Finance & Insurance

$2M in assets, 5 participants

Sheridan Asset Management LLC's Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,637 in Finance & Insurance (8,549 peers)

Sheridan Asset Management LLC multi-year trail

Sheridan Asset Management LLC's plans moved +25.0% in assets from 2022 to 2024; this filing shows Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust at $2M / 5 participants.

#1,637
in Finance & Insurance (8,549 peers)
+10.2%
assets growth YoY

Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,134,799 30th percentile higher than 30% of 123,620 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 2024

Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $230K in the plan year 2023 filing to $197K in the plan year 2024 filing.
  • Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 010631944 · Sheridan Asset Management LLC PY 2024 · 401(k)

Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust · $2M · 5 · 30th

  • SCH $2M
  • EBSA 5
  • PART 30th
  • TYPE 401(k)
  • NET near Gaylord Nelson Insurance Agency, Inc. 401(k) Profit Sharing Plan & Trust
  • BOOK ind #1637

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 Finance & Insurance retirement plans → · Plans in New York →

Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Gaylord Nelson Insurance Agency, Inc. 401(k) Profit Sharing Plan & TrustGaylord Nelson Insurance Age…$2MIngram's Companies 401(k) Retirement PlanIngram's Companies 401(k) Re…$2MSlaymaker Systems, Inc. 401(k) PlanSlaymaker Systems, Inc. 401(…$2MSuncoast Internal Medicine Consultants, P.a. 401(k) Profit Sharing PlanSuncoast Internal Medicine C…$2MSheridan Asset Management LLC 401(k) Profit Sharing Plan & TrustSheridan Asset Management LL…$2M
End-of-year total assets ($M) among Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sheridan Asset Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sheridan Asset Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.989914969580973% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M 202220232024 $1.71M $2.13M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 5 $2M
2024 1 5 $2M

Sheridan Asset Management LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$197K
Employer EIN010631944
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002134799 · Participants: 5Sheridan Asset Management LLC 401(k) Profit Sharing Plan & TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Gaylord Nelson Insurance Agency, Inc. 401(k) Profit Sharing Plan & Trust in IL ($2M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 10.2% during 2024, from $2M to $2M. Reported net income was $197K.
How have Sheridan Asset Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheridan Asset Management LLC's sponsor-wide assets grew 25.0%, from $2M to $2M.
Which 401(k) plans are similar in size to Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gaylord Nelson Insurance Agency, Inc. 401(k) Profit Sharing Plan & Trust in IL ($2M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 010631944.

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.