Money Purchase · DOL Form 5500 · 2024
Sherin and Lodgen LLP Money Purchase Plan
Data updated 2026-08-11
- $25M
- Total assets
- 80
- Participants
- 74th
- Percentile by assets
- $314,068
- Avg per participant
Official DOL plan name: Sherin and Lodgen Plan · Sponsored by Sherin and Lodgen LLP · Massachusetts · Professional & Technical Services
$25M in assets, 80 participants
Sherin and Lodgen LLP's Sherin and Lodgen Plan reported $25M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- 74th percentile by assets (of 123,622 plans)
- #14,974 in Professional & Technical Services (20,173 peers)
Sherin and Lodgen LLP multi-year trail
Sherin and Lodgen LLP's plans moved +33.9% in assets from 2022 to 2024; this filing shows Sherin and Lodgen Plan at $25M / 80 participants.
- $25M
- total plan assets (2024 EOY)
- 80
- covered participants
- 74th
- percentile by assets (of 123,622 plans)
- $314,068
- avg assets per participant
Where Sherin and Lodgen Plan sits by total assets
Sherin and Lodgen Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,125,439 Top 26% higher than 74% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sherin and Lodgen Plan reported participants rose from 58 in the plan year 2023 filing to 80 in the plan year 2024 filing.
- Sherin and Lodgen Plan end-of-year assets rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Sherin and Lodgen Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Sherin and Lodgen LLP across 3 plan years on file
Across the 3 plan years Sherin and Lodgen LLP has on file (2022-2024), sponsor-wide plan assets have moved from $35M to $46M, a gain of 33.9%, while reported participants moved from 148 to 155 (+4.7%). Peak year by sponsor assets: 2024 ($46M); trough: 2022 ($35M).
Sherin and Lodgen LLP multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 148 | $35M |
| 2023 | 2 | 141 | $39M |
| 2024 | 2 | 155 | $46M |
Sherin and Lodgen LLP filing trail (2024)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $4M |
| Employer EIN | 042023901 |
| Plan Effective Date | 1986-11-30 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Retirement Income Plan for Teaching Faculty of Harvard University $2.4B · 2,774
- Massachusetts Laborers' Annuity Fund $2.3B · 11,506
- Harvard University Defined Contribution Retirement Plan $2.0B · 14,571
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.8B · 8,421
- Tufts University Basic Retirement Plan $1.0B · 5,769
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Sherin and Lodgen Plan by total assets, not by location.
Frequently Asked Questions
How did Sherin and Lodgen Plan assets move in 2024? ▼
How have Sherin and Lodgen LLP plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Sherin and Lodgen Plan? ▼
Next read for Sherin and Lodgen Plan
Multi-year trail
Ways to act on Sherin and Lodgen Plan's numbers.
- By total assets, Sherin and Lodgen Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Sherin and Lodgen LLP's sponsor-wide assets have grown 33.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans