ESOP · DOL Form 5500 · 2024

Sherwood Mechanical, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
99
Participants Small participant base
43rd
Percentile by assets National rank
$53,673
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sherwood Mechanical, Inc. Employee Stock Ownership Plan · Sponsored by Sherwood Mechanical, Inc. · California · Construction

$5M in assets, 99 participants

Sherwood Mechanical, Inc.'s Sherwood Mechanical, Inc. Employee Stock Ownership Plan reported $5M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #3,763 in Construction (9,039 peers)

Sherwood Mechanical, Inc. multi-year trail

Sherwood Mechanical, Inc.'s plans moved +59.9% in assets from 2022 to 2024; this filing shows Sherwood Mechanical, Inc. Employee Stock Ownership Plan at $5M / 99 participants.

#3,763
in Construction (9,039 peers)
+226.9%
assets growth YoY

Sherwood Mechanical, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Sherwood Mechanical, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,313,674 43rd percentile higher than 43% 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. 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 Mechanical, Inc. Employee Stock Ownership Plan is a small filing (99 participants) on this national headcount ladder.

DOL schedule card

Filing strip 680565225 · Sherwood Mechanical, Inc. PY 2024 · ESOP

Sherwood Mechanical, Inc. Employee Stock Ownership Plan · $5M · 99 · 43rd

  • BOOK $5M
  • VS-ST 99
  • BOY 43rd
  • SCH ESOP
  • EBSA near Jds Industries, Inc. Employee Stock Ownership Plan
  • PART ind #3763

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 Mechanical, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Pentecom Employee Stock Ownership PlanPentecom Employee Stock Owne…$5MMagnolia Forest Products, Inc. Employee Stock Ownership PlanMagnolia Forest Products, In…$5MResearch Diets, Inc. Employee Stock Ownership PlanResearch Diets, Inc. Employe…$5MSherwood Mechanical, Inc. Employee Stock Ownership PlanSherwood Mechanical, Inc. Em…$5MJds Industries, Inc. Employee Stock Ownership PlanJds Industries, Inc. Employe…$5M
End-of-year total assets ($M) among Sherwood Mechanical, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Sherwood Mechanical, Inc. multi-year asset trail

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

Sherwood Mechanical, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$2M
Employer EIN680565225
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Sherwood Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Sherwood Mechanical, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005313674 · Participants: 99Sherwood Mechanical, Inc. 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 Mechanical, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Sherwood Mechanical, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sherwood Mechanical, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Jds Industries, Inc. Employee Stock Ownership Plan in SD ($5M); by covered participants it is Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan in IN (99 participants). Same-state nearby plans are listed separately above.

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. Employee Stock Ownership Plan assets move in 2024? ▼
Sherwood Mechanical, Inc. Employee Stock Ownership Plan surged - up 226.9% during 2024, from $2M to $5M. Reported net income was $2M.
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 ESOP plans are similar in size to Sherwood Mechanical, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jds Industries, Inc. Employee Stock Ownership Plan in SD ($5M, 324 participants).
Which ESOP plans cover a similar participant headcount to Sherwood Mechanical, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan in IN (99 participants, $38M 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.