Profit Sharing · DOL Form 5500 · 2024

Sherman & Boone Realtors Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
27th
Percentile by assets National rank
$177,865
Avg per participant Above avg balance/head
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Official DOL plan name: Sherman & Boone Realtors Profit Sharing Plan · Sponsored by Sherman & Boone Realtors · California · Real Estate

$2M in assets, 9 participants

Sherman & Boone Realtors's Sherman & Boone Realtors Profit Sharing Plan reported $2M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,095 in Real Estate (4,605 peers)

What the 2024 filing shows

Sherman & Boone Realtors Profit Sharing Plan holds $2M for 9 participants - about $177,865 per participant, in the lower half of filed plans by assets.

#2,095
in Real Estate (4,605 peers)
-4.1%
assets change YoY

The plan reported a net loss of $68K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sherman & Boone Realtors Profit Sharing Plan among the smaller filed plans by assets

Sherman & Boone Realtors Profit Sharing Plan vs every filed plan by assets

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

$1,600,788 27th percentile higher than 27% 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

Sherman & Boone Realtors Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sherman & Boone Realtors Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sherman & Boone Realtors Profit Sharing Plan reported net income fell from $10K in the plan year 2023 filing to -$68K in the plan year 2024 filing.
  • Sherman & Boone Realtors Profit Sharing Plan reported participants fell from 10 in the plan year 2023 filing to 9 in the plan year 2024 filing.
  • Sherman & Boone Realtors Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 942325912 · Sherman & Boone Realtors PY 2024 · Profit Sharing

Sherman & Boone Realtors Profit Sharing Plan · $2M · 9 · 27th

  • EIN $2M
  • RANK 9
  • PHOTO 27th
  • IND Profit Sharing
  • EOY near Mm Cassim, Md, PC Profit Sharing Plan
  • 5500 ind #2095

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 Real Estate retirement plans → · Plans in California →

Sherman & Boone Realtors Profit Sharing Plan in the asset neighbourhood

Sherman & Boone Realtors Profit Sharing PlanSherman & Boone Realtors Pro…$2MMm Cassim, Md, PC Profit Sharing PlanMm Cassim, Md, PC Profit Sha…$2MKazbish Inc. Retirement Plan$2MRobert J. Hellmann, Dmd, Inc. Profit Sharing Plan & TrustRobert J. Hellmann, Dmd, Inc…$2MFausz Housz Inc. Retirement PlanFausz Housz Inc. Retirement …$2M
End-of-year total assets ($M) among Sherman & Boone Realtors Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$68K
Employer EIN942325912
Plan Effective Date1977-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Sherman & Boone Realtors)

Sponsor-wide plan assets over time

All Sherman & Boone Realtors plans reported in each filing year

Latest sponsor-wide plan assets
$2M 3.516886479605675% vs 2022
2024 filing year
$1.55M$1.6M$1.65M$1.7M 202220232024 $1.66M $1.6M ▼ -3.6%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 10 $2M
2024 1 9 $2M

Nearby Profit Sharing Plans in California

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

Sherman & Boone Realtors Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Sherman & Boone Realtors Profit Sharing Plan, Total assets ($B): 0.001600788 · Participants: 9Sherman & Boone Realtors Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Sherman & Boone Realtors Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Sherman & Boone Realtors Profit Sharing Plan side-by-side with 3 peers →

Sherman & Boone Realtors Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Mm Cassim, Md, PC Profit Sharing Plan in OR ($2M); by covered participants it is Mab Financial Services, Inc. Retirement Plan in MD (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Sherman & Boone Realtors Profit Sharing Plan assets move in 2024? ▼
Sherman & Boone Realtors Profit Sharing Plan edged down modestly - down 4.1% during 2024, from $2M to $2M. Reported net income was -$68K.
How have Sherman & Boone Realtors plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sherman & Boone Realtors's sponsor-wide assets declined 3.5%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Sherman & Boone Realtors Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mm Cassim, Md, PC Profit Sharing Plan in OR ($2M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Sherman & Boone Realtors Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mab Financial Services, Inc. Retirement Plan in MD (9 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 942325912.

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.