ESOP · DOL Form 5500 · 2024

The Sherman Engineering Company ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
51
Participants Small participant base
52nd
Percentile by assets National rank
$164,504
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Sherman Engineering Company Employee Stock Ownership Plan · Sponsored by The Sherman Engineering Company · Pennsylvania · Professional & Technical Services

$8M in assets, 51 participants

The Sherman Engineering Company's The Sherman Engineering Company Employee Stock Ownership Plan reported $8M in total assets and 51 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,123 in Professional & Technical Services (20,173 peers)

The Sherman Engineering Company multi-year trail

The Sherman Engineering Company's plans moved +14.7% in assets from 2022 to 2024; this filing shows The Sherman Engineering Company Employee Stock Ownership Plan at $8M / 51 participants.

#10,123
in Professional & Technical Services (20,173 peers)
+10.2%
assets growth YoY

The Sherman Engineering Company Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Sherman Engineering Company Employee Stock Ownership Plan vs every filed plan by assets

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

$8,389,709 Top 48% higher than 52% 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

The Sherman Engineering Company Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Sherman Engineering Company Employee Stock Ownership Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Sherman Engineering Company Employee Stock Ownership Plan reported net income rose from $626K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • The Sherman Engineering Company Employee Stock Ownership Plan reported participants rose from 42 in the plan year 2023 filing to 51 in the plan year 2024 filing.
  • The Sherman Engineering Company Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 231080070 · The Sherman Engineering Company PY 2024 · ESOP

The Sherman Engineering Company Employee Stock Ownership Plan · $8M · 51 · 52nd

  • PHOTO $8M
  • PHOTO 51
  • PHOTO 52nd
  • PHOTO ESOP
  • PHOTO near Priority Designs Employee Stock Ownership Plan
  • PHOTO ind #10123

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 Pennsylvania →

The Sherman Engineering Company Employee Stock Ownership Plan in the asset neighbourhood

Ginos Distributing, Inc. Employee Stock Ownership PlanGinos Distributing, Inc. Emp…$8MR. W. Dake & Co., Inc. Employee Stock Ownership PlanR. W. Dake & Co., Inc. Emplo…$8MLending Science Dm, Inc. Employee Stock Ownership PlanLending Science Dm, Inc. Emp…$8MThe Sherman Engineering Company Employee Stock Ownership PlanThe Sherman Engineering Comp…$8MPriority Designs Employee Stock Ownership PlanPriority Designs Employee St…$8M
End-of-year total assets ($M) among The Sherman Engineering Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

The Sherman Engineering Company multi-year asset trail

Sponsor-wide plan assets over time

All The Sherman Engineering Company plans reported in each filing year

Latest sponsor-wide plan assets
$8M 14.692071864525783% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M 202220232024 $7.31M $8.39M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 41 $7M
2023 1 42 $8M
2024 1 51 $8M

The Sherman Engineering Company filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN231080070
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

The Sherman Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants The Sherman Engineering Company Employee Stock Ownership Plan, Total assets ($B): 0.008389709 · Participants: 51The Sherman Engineering Company Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
The Sherman Engineering Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare The Sherman Engineering Company Employee Stock Ownership Plan side-by-side with 3 peers →

The Sherman Engineering Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Priority Designs Employee Stock Ownership Plan in OH ($8M); by covered participants it is Campbell Company Employee Stock Ownership Plan & Trust in ID (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 The Sherman Engineering Company Employee Stock Ownership Plan assets move in 2024? ▼
The Sherman Engineering Company Employee Stock Ownership Plan grew at a solid clip - up 10.2% during 2024, from $8M to $8M. Reported net income was $1M.
How have The Sherman Engineering Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Sherman Engineering Company's sponsor-wide assets grew 14.7%, from $7M to $8M.
Which ESOP plans are similar in size to The Sherman Engineering Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Priority Designs Employee Stock Ownership Plan in OH ($8M, 75 participants).
Which ESOP plans cover a similar participant headcount to The Sherman Engineering Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Campbell Company Employee Stock Ownership Plan & Trust in ID (51 participants, $10M 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 231080070.

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.