401(k) · DOL Form 5500 · 2024

Sheridan Ross P.C. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
50
Participants Small participant base
71st
Percentile by assets National rank
$423,068
Avg per participant High balance/head
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Official DOL plan name: Sheridan Ross P.C. 401(k) Profit Sharing Plan · Sponsored by Sheridan Ross P.C. · Colorado · Professional & Technical Services

$21M in assets, 50 participants

Sheridan Ross P.C.'s Sheridan Ross P.C. 401(k) Profit Sharing Plan reported $21M in total assets and 50 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.

  • #14,256 in Professional & Technical Services (20,173 peers)

2024 asset change

Sheridan Ross P.C. 401(k) Profit Sharing Plan pulled back noticeably 13.2% in 2024 ($24M → $21M) for 50 participants.

#14,256
in Professional & Technical Services (20,173 peers)
-13.2%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sheridan Ross P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Sheridan Ross P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$21,153,415 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

Sheridan Ross P.C. 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. Sheridan Ross P.C. 401(k) Profit Sharing Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sheridan Ross P.C. 401(k) Profit Sharing Plan reported net income fell from -$118K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Sheridan Ross P.C. 401(k) Profit Sharing Plan end-of-year assets fell from $24M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Sheridan Ross P.C. 401(k) Profit Sharing Plan reported participants rose from 49 in the plan year 2023 filing to 50 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 841103115 · Sheridan Ross P.C. PY 2024 · 401(k)

Sheridan Ross P.C. 401(k) Profit Sharing Plan · $21M · 50 · 71st

  • SCH $21M
  • EBSA 50
  • PART 71st
  • TYPE 401(k)
  • NET near Council of Chief State School Officers 401(k) and Profit Sharing Plan
  • BOOK ind #14256

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 Colorado →

Sheridan Ross P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Council of Chief State School Officers 401(k) and Profit Sharing PlanCouncil of Chief State Schoo…$21MSheridan Ross P.C. 401(k) Profit Sharing PlanSheridan Ross P.C. 401(k) Pr…$21MWitt O'brien's Savings Plan$21MAnchor Lamina America, Inc. 401(k) Retirement PlanAnchor Lamina America, Inc. …$21MTarrant Management, LLC Retirement PlanTarrant Management, LLC Reti…$21M
End-of-year total assets ($M) among Sheridan Ross P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sheridan Ross P.C. years around the 2024 move

Sponsor-wide plan assets over time

All Sheridan Ross P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 1.872256828219686% vs 2022
2024 filing year
$29M$30M$31M$32M$33M 202220232024 $30.7M $30.2M ▼ -1.9%
Year Plans Participants Total Assets
2022 2 93 $31M
2023 2 89 $32M
2024 2 88 $30M

2024 asset-move particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$21M
Net Income-$4M
Employer EIN841103115
Plan Effective Date1988-12-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Sheridan Ross P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Sheridan Ross P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.021153415 · Participants: 50Sheridan Ross P.C. 401(k) Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Sheridan Ross P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Sheridan Ross P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sheridan Ross P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Council of Chief State School Officers 401(k) and Profit Sharing Plan in DC ($21M); by covered participants it is Advata 401(k) Plan in TX (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Sheridan Ross P.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Sheridan Ross P.C. 401(k) Profit Sharing Plan pulled back noticeably - down 13.2% during 2024, from $24M to $21M. Reported net income was -$4M.
How have Sheridan Ross P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheridan Ross P.C.'s sponsor-wide assets declined 1.9%, from $31M to $30M.
Which 401(k) plans are similar in size to Sheridan Ross P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Council of Chief State School Officers 401(k) and Profit Sharing Plan in DC ($21M, 71 participants).
Which 401(k) plans cover a similar participant headcount to Sheridan Ross P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advata 401(k) Plan in TX (50 participants, N/A 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 841103115.

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.