401(k) · DOL Form 5500 · 2024
Sherman Bros. Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 79
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $44,021
- Avg per participant Low balance/head
Official DOL plan name: Sherman Bros. 401(k) Plan · Sponsored by Sherman Bros. Inc. · Oregon · Transportation & Warehousing
$3M in assets, 79 participants
Sherman Bros. Inc.'s Sherman Bros. 401(k) Plan reported $3M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #1,203 in Transportation & Warehousing (3,299 peers)
Sherman Bros. Inc. multi-year trail
Sherman Bros. Inc.'s plans moved +10.3% in assets from 2022 to 2024; this filing shows Sherman Bros. 401(k) Plan at $3M / 79 participants.
- #1,203
- in Transportation & Warehousing (3,299 peers)
- +10.8%
- assets growth YoY
Sherman Bros. 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers
Sherman Bros. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,477,694 36th percentile higher than 36% 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
Sherman Bros. 401(k) 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. Sherman Bros. 401(k) Plan is a small filing (79 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sherman Bros. 401(k) Plan reported net income rose from -$12K in the plan year 2023 filing to $333K in the plan year 2024 filing.
- Sherman Bros. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Sherman Bros. 401(k) Plan reported participants fell from 87 in the plan year 2023 filing to 79 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 930459740 · Sherman Bros. Inc. PY 2024 · 401(k)
Sherman Bros. 401(k) Plan · $3M · 79 · 36th
- PART $3M
- PART 79
- PART 36th
- PART 401(k)
- PART near Broward Children's Center, Inc. Retirement Plan
- PART ind #1203
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 Transportation & Warehousing retirement plans → · Plans in Oregon →
Sherman Bros. 401(k) Plan in the asset neighbourhood
Sherman Bros. Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sherman Bros. Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 10.267477648895596% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 101 | $3M |
| 2023 | 1 | 87 | $3M |
| 2024 | 1 | 79 | $3M |
Sherman Bros. Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $333K |
| Employer EIN | 930459740 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Sherman Bros. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Broward Children's Center, Inc. Retirement Plan in FL ($3M); by covered participants it is Cvca 401(k)Plan in VA (79 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Broward Children's Center, Inc. Retirement Plan (FL) $3M · N/A
- Cognoa Retirement Savings Plan (CA) $3M · 37
- First Dakota Title 401(k) Plan (SD) $3M · 100
- Pierce Oil Company 401(k) Plan (UT) $3M · 21
Similar participant headcount
Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.
- Cvca 401(k)Plan (VA) 79 · 0 off
- Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan (PR) 79 · 0 off
- Industrial Training Services, Inc., Safe Harbor 401(k) Plan (KY) 79 · 0 off
- Hamptons 2016 LLC 401(k) Plan (TX) 79 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.