401(k) · DOL Form 5500 · 2024

Edgewood Manor of Wellston 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
564
Participants Below avg headcount
27th
Percentile by assets National rank
$2,912
Avg per participant Low balance/head
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Official DOL plan name: Sherman Group Retirement Plan · Sponsored by Edgewood Manor of Wellston · Ohio · Healthcare & Social Assistance

$2M in assets, 564 participants

Edgewood Manor of Wellston's Sherman Group Retirement Plan reported $2M in total assets and 564 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,172 in Healthcare & Social Assistance (16,916 peers)

Edgewood Manor of Wellston multi-year trail

Edgewood Manor of Wellston's plans moved +55.0% in assets from 2022 to 2024; this filing shows Sherman Group Retirement Plan at $2M / 564 participants.

#4,172
in Healthcare & Social Assistance (16,916 peers)
+26.7%
assets growth YoY

Sherman Group Retirement Plan among the smaller filed plans by assets

Sherman Group Retirement Plan vs every filed plan by assets

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

$1,642,313 27th percentile higher than 27% 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

Sherman Group 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. Sherman Group Retirement Plan sits mid-pack in the medium band (564 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sherman Group Retirement Plan reported net income rose from $236K in the plan year 2023 filing to $347K in the plan year 2024 filing.
  • Sherman Group Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sherman Group Retirement Plan reported participants fell from 730 in the plan year 2023 filing to 564 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 822279548 · Edgewood Manor of Wellston PY 2024 · 401(k)

Sherman Group Retirement Plan · $2M · 564 · 27th

  • EOY $2M
  • EOY 564
  • EOY 27th
  • EOY 401(k)
  • EOY near Esi-Exchange Solutions Inc 401(k) Plan
  • EOY ind #4172

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 Ohio →

Sherman Group Retirement Plan in the asset neighbourhood

Sherman Group Retirement Plan$2MEsi-Exchange Solutions Inc 401(k) PlanEsi-Exchange Solutions Inc 4…$2MBlue Coupe Partners, Inc. 401(k) PlanBlue Coupe Partners, Inc. 40…$2MTelcom Ventures 401(k) Plan$2MCeler Systems, Inc. 401(k) PlanCeler Systems, Inc. 401(k) P…$2M
End-of-year total assets ($M) among Sherman Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Edgewood Manor of Wellston multi-year asset trail

Sponsor-wide plan assets over time

All Edgewood Manor of Wellston plans reported in each filing year

Latest sponsor-wide plan assets
$2M 55.026156858080874% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.06M $1.64M ▲ +54.7%
Year Plans Participants Total Assets
2022 1 587 $1M
2023 1 730 $1M
2024 1 564 $2M

Edgewood Manor of Wellston filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$347K
Employer EIN822279548
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Sherman Group Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Sherman Group Retirement Plan, Total assets ($B): 0.001642313 · Participants: 564Sherman Group Retirement PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Sherman Group Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Sherman Group Retirement Plan side-by-side with 3 peers →

Sherman Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Esi-Exchange Solutions Inc 401(k) Plan in MA ($2M); by covered participants it is Clasen Quality Chocolate 401(k) Plan in WI (564 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (564 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 Sherman Group Retirement Plan assets move in 2024? ▼
Sherman Group Retirement Plan grew sharply - up 26.7% during 2024, from $1M to $2M. Reported net income was $347K.
How have Edgewood Manor of Wellston plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edgewood Manor of Wellston's sponsor-wide assets grew 55.0%, from $1M to $2M.
Which 401(k) plans are similar in size to Sherman Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Esi-Exchange Solutions Inc 401(k) Plan in MA ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Sherman Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clasen Quality Chocolate 401(k) Plan in WI (564 participants, $67M 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 822279548.

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.