ESOP · DOL Form 5500 · 2024

Sherwood Design Engineers, Ltd. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
79
Participants Small participant base
33rd
Percentile by assets National rank
$34,392
Avg per participant Low balance/head
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Official DOL plan name: Sherwood Design Engineers Employee Stock Ownership Plan · Sponsored by Sherwood Design Engineers, Ltd. · California · Professional & Technical Services

$3M in assets, 79 participants

Sherwood Design Engineers, Ltd.'s Sherwood Design Engineers Employee Stock Ownership Plan reported $3M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,897 in Professional & Technical Services (20,173 peers)

Sherwood Design Engineers, Ltd. multi-year trail

Sherwood Design Engineers, Ltd.'s plans moved +63.1% in assets from 2022 to 2024; this filing shows Sherwood Design Engineers Employee Stock Ownership Plan at $3M / 79 participants.

#5,897
in Professional & Technical Services (20,173 peers)
+9.4%
assets growth YoY

Sherwood Design Engineers Employee Stock Ownership Plan among the smaller filed plans by assets

Sherwood Design Engineers Employee Stock Ownership Plan vs every filed plan by assets

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

$2,716,977 33rd percentile higher than 33% 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 Design Engineers Employee Stock Ownership 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. Sherwood Design Engineers Employee Stock Ownership 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

  • Sherwood Design Engineers Employee Stock Ownership Plan reported net income fell from $547K in the plan year 2023 filing to $233K in the plan year 2024 filing.
  • Sherwood Design Engineers Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Sherwood Design Engineers Employee Stock Ownership Plan reported participants rose from 73 in the plan year 2023 filing to 79 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 201602119 · Sherwood Design Engineers, Ltd. PY 2024 · ESOP

Sherwood Design Engineers Employee Stock Ownership Plan · $3M · 79 · 33rd

  • TYPE $3M
  • TYPE 79
  • TYPE 33rd
  • TYPE ESOP
  • TYPE near Wetherill Engineering, Inc. Employee Stock Ownership Plan
  • TYPE ind #5897

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 What is an ESOP? → · Plans in California →

Sherwood Design Engineers Employee Stock Ownership Plan in the asset neighbourhood

Sherwood Design Engineers Employee Stock Ownership PlanSherwood Design Engineers Em…$3MWetherill Engineering, Inc. Employee Stock Ownership PlanWetherill Engineering, Inc. …$3MWexco Incorporated Employee Stock Ownership PlanWexco Incorporated Employee …$3MMatrix Technologies, Inc. Employee Stock Ownership PlanMatrix Technologies, Inc. Em…$3MElectronic Business Machines, Inc. Employee Stock Ownership Plan and Trust AgreementElectronic Business Machines…$3M
End-of-year total assets ($M) among Sherwood Design Engineers Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Sherwood Design Engineers, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Sherwood Design Engineers, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 63.149886880512774% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.95M $11.3M ▲ +63.2%
Year Plans Participants Total Assets
2022 2 155 $7M
2023 2 166 $9M
2024 2 177 $11M

Sherwood Design Engineers, Ltd. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$233K
Employer EIN201602119
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Sherwood Design Engineers Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Sherwood Design Engineers Employee Stock Ownership Plan, Total assets ($B): 0.002716977 · Participants: 79Sherwood Design Engineers Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Sherwood Design Engineers Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Sherwood Design Engineers Employee Stock Ownership Plan side-by-side with 3 peers →

Sherwood Design Engineers Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Wetherill Engineering, Inc. Employee Stock Ownership Plan in NC ($3M); by covered participants it is Bank of Sun Prairie Employee Stock Ownership Plan in WI (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Design Engineers Employee Stock Ownership Plan assets move in 2024? ▼
Sherwood Design Engineers Employee Stock Ownership Plan grew at a solid clip - up 9.4% during 2024, from $2M to $3M. Reported net income was $233K.
How have Sherwood Design Engineers, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sherwood Design Engineers, Ltd.'s sponsor-wide assets grew 63.1%, from $7M to $11M.
Which ESOP plans are similar in size to Sherwood Design Engineers Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wetherill Engineering, Inc. Employee Stock Ownership Plan in NC ($3M, 88 participants).
Which ESOP plans cover a similar participant headcount to Sherwood Design Engineers Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bank of Sun Prairie Employee Stock Ownership Plan in WI (79 participants, $3M 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 201602119.

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.