401(k) · DOL Form 5500 · 2024

Sherin and Lodgen LLP 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
75
Participants Small participant base
71st
Percentile by assets National rank
$283,053
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sherin and Lodgen Tax Deferred Savings Plan and Trust · Sponsored by Sherin and Lodgen LLP · Massachusetts · Professional & Technical Services

$21M in assets, 75 participants

Sherin and Lodgen LLP's Sherin and Lodgen Tax Deferred Savings Plan and Trust reported $21M in total assets and 75 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,275 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 Tax Deferred Savings Plan and Trust at $21M / 75 participants.

#14,275
in Professional & Technical Services (20,173 peers)
+19.9%
assets growth YoY

Sherin and Lodgen Tax Deferred Savings Plan and Trust's outsized position by total assets

Sherin and Lodgen Tax Deferred Savings Plan and Trust vs every filed plan by assets

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

$21,228,945 Top 29% higher than 71% 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 Tax Deferred Savings Plan and Trust 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 Tax Deferred Savings Plan and Trust is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sherin and Lodgen Tax Deferred Savings Plan and Trust reported net income rose from $953K in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Sherin and Lodgen Tax Deferred Savings Plan and Trust end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Sherin and Lodgen Tax Deferred Savings Plan and Trust reported participants fell from 83 in the plan year 2023 filing to 75 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042023901 · Sherin and Lodgen LLP PY 2024 · 401(k)

Sherin and Lodgen Tax Deferred Savings Plan and Trust · $21M · 75 · 71st

  • BOY $21M
  • SCH 75
  • EBSA 71st
  • PART 401(k)
  • TYPE near Eugenus 401(k) Plan
  • NET ind #14275

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 Tax Deferred Savings Plan and Trust in the asset neighbourhood

Sherin and Lodgen Tax Deferred Savings Plan and TrustSherin and Lodgen Tax Deferr…$21MEugenus 401(k) Plan$21MKimmel & Associates Savings Retirement PlanKimmel & Associates Savings …$21MSnowden Capital Advisors 401(k) Profit Sharing PlanSnowden Capital Advisors 401…$21MCommercial Tire, Inc. Profit Sharing 401(k) PlanCommercial Tire, Inc. Profit…$21M
End-of-year total assets ($M) among Sherin and Lodgen Tax Deferred Savings Plan and Trust and nearest nationwide 401(k) 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)$18M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN042023901
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Sherin and Lodgen Tax Deferred Savings Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sherin and Lodgen Tax Deferred Savings Plan and Trust, Total assets ($B): 0.021228945 · Participants: 75Sherin and Lodgen Tax Deferred Savings Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Sherin and Lodgen Tax Deferred Savings Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sherin and Lodgen Tax Deferred Savings Plan and Trust side-by-side with 3 peers →

Sherin and Lodgen Tax Deferred Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Eugenus 401(k) Plan in CA ($21M); by covered participants it is Peppers Automotive Group 401(k) Plan in TN (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Tax Deferred Savings Plan and Trust assets move in 2024? ▼
Sherin and Lodgen Tax Deferred Savings Plan and Trust grew sharply - up 19.9% during 2024, from $18M to $21M. 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 401(k) plans are similar in size to Sherin and Lodgen Tax Deferred Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Eugenus 401(k) Plan in CA ($21M, 70 participants).
Which 401(k) plans cover a similar participant headcount to Sherin and Lodgen Tax Deferred Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Peppers Automotive Group 401(k) Plan in TN (75 participants, $2M 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.