Money Purchase · DOL Form 5500 · 2024

Sherin and Lodgen LLP Money Purchase Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
80
Participants Small participant base
74th
Percentile by assets National rank
$314,068
Avg per participant High balance/head
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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.

  • #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.

#14,974
in Professional & Technical Services (20,173 peers)
+17.3%
assets growth YoY

Sherin and Lodgen Plan's outsized position 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

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

Sherin and Lodgen 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. Sherin and Lodgen Plan is a small filing (80 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042023901 · Sherin and Lodgen LLP PY 2024 · Money Purchase

Sherin and Lodgen Plan · $25M · 80 · 74th

  • SCH $25M
  • EBSA 80
  • PART 74th
  • TYPE Money Purchase
  • NET near Plumbers & Pipefitters Union Local 178 Money Purchase Plan
  • BOOK ind #14974

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 Massachusetts →

Sherin and Lodgen Plan in the asset neighbourhood

Sherin and Lodgen Plan$25MPlumbers & Pipefitters Union Local 178 Money Purchase PlanPlumbers & Pipefitters Union…$25MRetirement Plan for Employees of the Peterson Institute for International EconomicsRetirement Plan for Employee…$25MLocal 665 I.a.T.S.E. Annuity PlanLocal 665 I.a.T.S.E. Annuity…$25MOregon Health & Science University Foundation Pension PlanOregon Health & Science Univ…$25M
End-of-year total assets ($M) among Sherin and Lodgen Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Sherin and Lodgen LLP multi-year asset trail

Sponsor-wide plan assets over time

All Sherin and Lodgen LLP plans reported in each filing year

Latest sponsor-wide plan assets
$46M 33.93359960339756% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.6M $46.4M ▲ +33.9%
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 EIN042023901
Plan Effective Date1986-11-30
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Massachusetts

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

Sherin and Lodgen Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Sherin and Lodgen Plan, Total assets ($B): 0.025125439 · Participants: 80Sherin and Lodgen PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.380051887 · Participants: 2774Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.291740538 · Participants: 11506Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 2.033803409 · Participants: 14571Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.774297856 · Participants: 8421Electrical Workers Deferred Income Plan Local 103, I.B.E.W.Tufts University Basic Retirement Plan, Total assets ($B): 1.039998444 · Participants: 5769Tufts University Basic Retirement Plan
Sherin and Lodgen Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Sherin and Lodgen Plan side-by-side with 3 peers →

Sherin and Lodgen Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Plumbers & Pipefitters Union Local 178 Money Purchase Plan in MO ($25M); by covered participants it is American Radio Association Individual Account Plan in CA (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Sherin and Lodgen Plan assets move in 2024? ▼
Sherin and Lodgen Plan grew sharply - up 17.3% during 2024, from $21M to $25M. Reported net income was $4M.
How have Sherin and Lodgen LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sherin and Lodgen LLP's sponsor-wide assets grew 33.9%, from $35M to $46M.
Which Money Purchase plans are similar in size to Sherin and Lodgen Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Plumbers & Pipefitters Union Local 178 Money Purchase Plan in MO ($25M, 303 participants).
Which Money Purchase plans cover a similar participant headcount to Sherin and Lodgen Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is American Radio Association Individual Account Plan in CA (80 participants, $7M 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 042023901.

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.