401(k) · DOL Form 5500 · 2024

Sheehan & Company, C.P.a., P.C. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
53
Participants Small participant base
70th
Percentile by assets National rank
$365,209
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan · Sponsored by Sheehan & Company, C.P.a., P.C. · New York · Professional & Technical Services

$19M in assets, 53 participants

Sheehan & Company, C.P.a., P.C.'s Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan reported $19M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,882 in Professional & Technical Services (20,173 peers)

Sheehan & Company, C.P.a., P.C. multi-year trail

Sheehan & Company, C.P.a., P.C.'s plans moved +14.4% in assets from 2022 to 2024; this filing shows Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan at $19M / 53 participants.

#13,882
in Professional & Technical Services (20,173 peers)
+10.0%
assets growth YoY

Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$19,356,073 Top 30% higher than 70% 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

Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing 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. Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan reported net income rose from $673K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan reported participants rose from 50 in the plan year 2023 filing to 53 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 132709344 · Sheehan & Company, C.P.a., P.C. PY 2024 · 401(k)

Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan · $19M · 53 · 70th

  • SCH $19M
  • SCH 53
  • SCH 70th
  • SCH 401(k)
  • SCH near Colorado Doorways, Inc. 401(k) Profit Sharing Plan and Trust
  • SCH ind #13882

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 Professional & Technical Services retirement plans → · Plans in New York →

Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing PlanSheehan & Company, C.P.a., P…$19MColorado Doorways, Inc. 401(k) Profit Sharing Plan and TrustColorado Doorways, Inc. 401(…$19MTela Bio, Inc. 401(k) Plan$19MWest Coast Ear Nose & Throat, Inc. 401(k) Profit Sharing Plan and TrustWest Coast Ear Nose & Throat…$19MCampbell Group Associates, LLC 401(k) Profit Sharing PlanCampbell Group Associates, L…$19M
End-of-year total assets ($M) among Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sheehan & Company, C.P.a., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Sheehan & Company, C.P.a., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 14.39049586166343% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $16.9M $19.4M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 47 $17M
2023 1 50 $18M
2024 1 53 $19M

Sheehan & Company, C.P.a., P.C. filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN132709344
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.019356073 · Participants: 53Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing PlanIBM 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
Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Colorado Doorways, Inc. 401(k) Profit Sharing Plan and Trust in CO ($19M); by covered participants it is Belmont Day School, Corp 401(k) Plan in VA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan grew at a solid clip - up 10.0% during 2024, from $18M to $19M. Reported net income was $2M.
How have Sheehan & Company, C.P.a., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheehan & Company, C.P.a., P.C.'s sponsor-wide assets grew 14.4%, from $17M to $19M.
Which 401(k) plans are similar in size to Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Colorado Doorways, Inc. 401(k) Profit Sharing Plan and Trust in CO ($19M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Sheehan & Company, C.P.a., P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Belmont Day School, Corp 401(k) Plan in VA (53 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 132709344.

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.