Other · DOL Form 5500 · 2024

Sherrill House, Inc Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
213
Participants Below avg headcount
61st
Percentile by assets National rank
$58,979
Avg per participant Low balance/head
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Official DOL plan name: Sherrill House, Inc. 403(b) Retirement Plan · Sponsored by Sherrill House, Inc · Massachusetts · Healthcare & Social Assistance

$13M in assets, 213 participants

Sherrill House, Inc's Sherrill House, Inc. 403(b) Retirement Plan reported $13M in total assets and 213 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,155 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Sherrill House, Inc. 403(b) Retirement Plan covers 213 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#11,155
in Healthcare & Social Assistance (16,916 peers)
+12.9%
assets growth YoY

Sherrill House, Inc. 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sherrill House, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$12,562,509 Top 39% higher than 61% 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

Sherrill House, Inc. 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sherrill House, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sherrill House, Inc. 403(b) Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Sherrill House, Inc. 403(b) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Sherrill House, Inc. 403(b) Retirement Plan reported participants fell from 225 in the plan year 2023 filing to 213 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 042104321 · Sherrill House, Inc PY 2024 · Other

Sherrill House, Inc. 403(b) Retirement Plan · $13M · 213 · 61st

  • NET $13M
  • NET 213
  • NET 61st
  • NET Other
  • NET near Kootenai Clinic 403(b) Plan
  • NET ind #11155

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Sherrill House, Inc. 403(b) Retirement Plan in the asset neighbourhood

Calais Community Hospital Tax Sheltered Annuity PlanCalais Community Hospital Ta…$13MParker School Corporation 403(b) DC PlanParker School Corporation 40…$13MKootenai Clinic 403(b) Plan$13MSherrill House, Inc. 403(b) Retirement PlanSherrill House, Inc. 403(b) …$13M403b Thrift Plan of Marcus Jewish Community Center of Atlanta, Inc.403b Thrift Plan of Marcus J…$13M
End-of-year total assets ($M) among Sherrill House, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN042104321
Plan Effective Date1976-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sherrill House, Inc)

Sponsor-wide plan assets over time

All Sherrill House, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$13M 32.08423356450117% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.51M $12.6M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 228 $10M
2023 1 225 $11M
2024 1 213 $13M

Nearby Other Plans in Massachusetts

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

Sherrill House, Inc. 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Sherrill House, Inc. 403(b) Retirement Plan, Total assets ($B): 0.012562509 · Participants: 213Sherrill House, Inc. 403(b) Retirement PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Sherrill House, Inc. 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Sherrill House, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Sherrill House, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Kootenai Clinic 403(b) Plan in ID ($13M); by covered participants it is Msn Air Service in NY (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Sherrill House, Inc. 403(b) Retirement Plan assets move in 2024? ▼
Sherrill House, Inc. 403(b) Retirement Plan grew at a solid clip - up 12.9% during 2024, from $11M to $13M. Reported net income was $1M.
How have Sherrill House, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sherrill House, Inc's sponsor-wide assets grew 32.1%, from $10M to $13M.
Which Other plans are similar in size to Sherrill House, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Kootenai Clinic 403(b) Plan in ID ($13M, 132 participants).
Which Other plans cover a similar participant headcount to Sherrill House, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Msn Air Service in NY (213 participants, $550K 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 042104321.

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.