401(k) · DOL Form 5500 · 2024

Sherbrooke Capital II, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$754,481
Avg per participant High balance/head
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Official DOL plan name: Sherbrooke Capital II 401(k) Savings Plan · Sponsored by Sherbrooke Capital II, Inc. · Massachusetts · Finance & Insurance

$2M in assets, 2 participants

Sherbrooke Capital II, Inc.'s Sherbrooke Capital II 401(k) Savings Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,395 in Finance & Insurance (8,549 peers)

Sherbrooke Capital II, Inc. multi-year trail

Sherbrooke Capital II, Inc.'s plans moved +13.8% in assets from 2022 to 2024; this filing shows Sherbrooke Capital II 401(k) Savings Plan at $2M / 2 participants.

#1,395
in Finance & Insurance (8,549 peers)
+5.4%
assets growth YoY

Sherbrooke Capital II 401(k) Savings Plan among the smaller filed plans by assets

Sherbrooke Capital II 401(k) Savings Plan vs every filed plan by assets

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

$1,508,962 27th percentile higher than 27% 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

Sherbrooke Capital II 401(k) Savings Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sherbrooke Capital II 401(k) Savings Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sherbrooke Capital II 401(k) Savings Plan reported net income fell from $106K in the plan year 2023 filing to $77K in the plan year 2024 filing.
  • Sherbrooke Capital II 401(k) Savings Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 208510366 · Sherbrooke Capital II, Inc. PY 2024 · 401(k)

Sherbrooke Capital II 401(k) Savings Plan · $2M · 2 · 27th

  • EIN $2M
  • EIN 2
  • EIN 27th
  • EIN 401(k)
  • EIN near Squint Metrics LLC 401(k) Profit Sharing Plan
  • EIN ind #1395

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 Massachusetts →

Sherbrooke Capital II 401(k) Savings Plan in the asset neighbourhood

Sherbrooke Capital II 401(k) Savings PlanSherbrooke Capital II 401(k)…$2MSquint Metrics LLC 401(k) Profit Sharing PlanSquint Metrics LLC 401(k) Pr…$2MDias Management Inc. 401(k) PlanDias Management Inc. 401(k) …$2MMarathon Foods, Inc. 401(k) Savings PlanMarathon Foods, Inc. 401(k) …$2MBowers and Associates 401(k)/Profit Sharing PlanBowers and Associates 401(k)…$2M
End-of-year total assets ($M) among Sherbrooke Capital II 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sherbrooke Capital II, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sherbrooke Capital II, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 13.81245889373616% vs 2022
2024 filing year
$1.3M$1.4M$1.5M$1.6M 202220232024 $1.33M $1.51M ▲ +13.5%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $2M

Sherbrooke Capital II, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$77K
Employer EIN208510366
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Sherbrooke Capital II 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sherbrooke Capital II 401(k) Savings Plan, Total assets ($B): 0.001508962 · Participants: 2Sherbrooke Capital II 401(k) Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Sherbrooke Capital II 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sherbrooke Capital II 401(k) Savings Plan side-by-side with 3 peers →

Sherbrooke Capital II 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Squint Metrics LLC 401(k) Profit Sharing Plan in NJ ($2M); by covered participants it is Frozen Smiles Retirement Plan in TN (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Sherbrooke Capital II 401(k) Savings Plan assets move in 2024? ▼
Sherbrooke Capital II 401(k) Savings Plan grew at a solid clip - up 5.4% during 2024, from $1M to $2M. Reported net income was $77K.
How have Sherbrooke Capital II, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sherbrooke Capital II, Inc.'s sponsor-wide assets grew 13.8%, from $1M to $2M.
Which 401(k) plans are similar in size to Sherbrooke Capital II 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Squint Metrics LLC 401(k) Profit Sharing Plan in NJ ($2M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Sherbrooke Capital II 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frozen Smiles Retirement Plan in TN (2 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 208510366.

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.