401(k) · DOL Form 5500 · 2024

Sherwood Mechanical, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
125
Participants Small participant base
61st
Percentile by assets National rank
$100,063
Avg per participant Below avg balance/head
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Official DOL plan name: Sherwood Mechanical, Inc. 401(k) Plan · Sponsored by Sherwood Mechanical, Inc. · California · Construction

$13M in assets, 125 participants

Sherwood Mechanical, Inc.'s Sherwood Mechanical, Inc. 401(k) Plan reported $13M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #5,345 in Construction (9,039 peers)

Coverage in California

Sherwood Mechanical, Inc. 401(k) Plan covers 125 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $13M.

#5,345
in Construction (9,039 peers)
+0.5%
assets growth YoY

Sherwood Mechanical, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Sherwood Mechanical, Inc. 401(k) Plan vs every filed plan by assets

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

$12,507,874 Top 39% higher than 61% 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

Sherwood Mechanical, Inc. 401(k) 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. Sherwood Mechanical, Inc. 401(k) Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sherwood Mechanical, Inc. 401(k) Plan reported net income rose from -$344 in the plan year 2023 filing to $58K in the plan year 2024 filing.
  • Sherwood Mechanical, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Sherwood Mechanical, Inc. 401(k) Plan reported participants rose from 96 in the plan year 2023 filing to 125 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 680565225 · Sherwood Mechanical, Inc. PY 2024 · 401(k)

Sherwood Mechanical, Inc. 401(k) Plan · $13M · 125 · 61st

  • BOOK $13M
  • BOOK 125
  • BOOK 61st
  • BOOK 401(k)
  • BOOK near Prestress Services Industries, LLC 401(k) Plan
  • BOOK ind #5345

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 Construction retirement plans → · Plans in California →

Sherwood Mechanical, Inc. 401(k) Plan in the asset neighbourhood

Sherwood Mechanical, Inc. 401(k) PlanSherwood Mechanical, Inc. 40…$13MPrestress Services Industries, LLC 401(k) PlanPrestress Services Industrie…$13MAm Pierce & Associates 401(k) PlanAm Pierce & Associates 401(k…$13MForest Manor/Montclaire Care Centers 401(k) Employee Savings PlanForest Manor/Montclaire Care…$13MDallas Museum of Art 401(k) PlanDallas Museum of Art 401(k) …$13M
End-of-year total assets ($M) among Sherwood Mechanical, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$58K
Employer EIN680565225
Plan Effective Date2004-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sherwood Mechanical, Inc.)

Sponsor-wide plan assets over time

All Sherwood Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 59.901497748518686% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $11.2M $17.8M ▲ +59.8%
Year Plans Participants Total Assets
2022 1 136 $11M
2023 1 96 $2M
2024 2 224 $18M

Nearby 401(k) Plans in California

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

Sherwood Mechanical, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sherwood Mechanical, Inc. 401(k) Plan, Total assets ($B): 0.012507874 · Participants: 125Sherwood Mechanical, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Sherwood Mechanical, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sherwood Mechanical, Inc. 401(k) Plan side-by-side with 3 peers →

Sherwood Mechanical, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Prestress Services Industries, LLC 401(k) Plan in OH ($13M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Sherwood Mechanical, Inc. 401(k) Plan assets move in 2024? ▼
Sherwood Mechanical, Inc. 401(k) Plan held essentially flat - up 0.5% during 2024, from $12M to $13M. Reported net income was $58K.
How have Sherwood Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sherwood Mechanical, Inc.'s sponsor-wide assets grew 59.9%, from $11M to $18M.
Which 401(k) plans are similar in size to Sherwood Mechanical, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prestress Services Industries, LLC 401(k) Plan in OH ($13M, 186 participants).
Which 401(k) plans cover a similar participant headcount to Sherwood Mechanical, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Portland Forge Interim Manufacturing Plan in IN (125 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 680565225.

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.