401(k) · DOL Form 5500 · 2024

Sherman Sherman Johnnie & Hoyt, LLP 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
17
Participants Small participant base
42nd
Percentile by assets National rank
$299,864
Avg per participant High balance/head
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Official DOL plan name: The Windborne 401(k) Profit Sharing Plan · Sponsored by Sherman Sherman Johnnie & Hoyt, LLP · Oregon · Professional & Technical Services

$5M in assets, 17 participants

Sherman Sherman Johnnie & Hoyt, LLP's The Windborne 401(k) Profit Sharing Plan reported $5M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,040 in Professional & Technical Services (20,173 peers)

Sherman Sherman Johnnie & Hoyt, LLP multi-year trail

Sherman Sherman Johnnie & Hoyt, LLP's plans moved +40.0% in assets from 2022 to 2024; this filing shows The Windborne 401(k) Profit Sharing Plan at $5M / 17 participants.

#8,040
in Professional & Technical Services (20,173 peers)
+17.5%
assets growth YoY

The Windborne 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Windborne 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,097,680 42nd percentile higher than 42% 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

The Windborne 401(k) Profit Sharing 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. The Windborne 401(k) Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Windborne 401(k) Profit Sharing Plan reported participants rose from 12 in the plan year 2023 filing to 17 in the plan year 2024 filing.
  • The Windborne 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The Windborne 401(k) Profit Sharing Plan reported net income rose from $698K in the plan year 2023 filing to $758K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 770620059 · Sherman Sherman Johnnie & Hoyt, LLP PY 2024 · 401(k)

The Windborne 401(k) Profit Sharing Plan · $5M · 17 · 42nd

  • EOY $5M
  • EOY 17
  • EOY 42nd
  • EOY 401(k)
  • EOY near Sagent, LLC 401(k) Plan
  • EOY ind #8040

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 Oregon →

The Windborne 401(k) Profit Sharing Plan in the asset neighbourhood

The Windborne 401(k) Profit Sharing PlanThe Windborne 401(k) Profit …$5MSagent, LLC 401(k) Plan$5MAble Health Care Services, Inc. 401(k) PlanAble Health Care Services, I…$5MCounty Services, Inc. 401(k) PlanCounty Services, Inc. 401(k)…$5MExcess Line Association of New York 401(k) Profit Sharing PlanExcess Line Association of N…$5M
End-of-year total assets ($M) among The Windborne 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sherman Sherman Johnnie & Hoyt, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Sherman Sherman Johnnie & Hoyt, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$5M 39.98958113355839% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.64M $5.1M ▲ +40.1%
Year Plans Participants Total Assets
2022 1 13 $4M
2023 1 12 $4M
2024 1 17 $5M

Sherman Sherman Johnnie & Hoyt, LLP filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$758K
Employer EIN770620059
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

The Windborne 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants The Windborne 401(k) Profit Sharing Plan, Total assets ($B): 0.00509768 · Participants: 17The Windborne 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
The Windborne 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare The Windborne 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Windborne 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Sagent, LLC 401(k) Plan in TX ($5M); by covered participants it is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 The Windborne 401(k) Profit Sharing Plan assets move in 2024? ▼
The Windborne 401(k) Profit Sharing Plan grew sharply - up 17.5% during 2024, from $4M to $5M. Reported net income was $758K.
How have Sherman Sherman Johnnie & Hoyt, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sherman Sherman Johnnie & Hoyt, LLP's sponsor-wide assets grew 40.0%, from $4M to $5M.
Which 401(k) plans are similar in size to The Windborne 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sagent, LLC 401(k) Plan in TX ($5M, 136 participants).
Which 401(k) plans cover a similar participant headcount to The Windborne 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants, $343K 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 770620059.

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.