Profit Sharing · DOL Form 5500 · 2024

Sheridan Ohana, Inc. Profit Sharing Plan

Data updated 2026-08-25

$43K
Total assets Small plan by assets
2
Participants Small participant base
3rd
Percentile by assets National rank
$21,428
Avg per participant Low balance/head
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Official DOL plan name: Sheridan Ohana, Inc. Profit Sharing Plan & Trust · Sponsored by Sheridan Ohana, Inc. · Virginia · Real Estate

$43K in assets, 2 participants

Sheridan Ohana, Inc.'s Sheridan Ohana, Inc. Profit Sharing Plan & Trust reported $43K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 3rd 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.

  • #187 in Real Estate (4,605 peers)

What the 2024 filing shows

Sheridan Ohana, Inc. Profit Sharing Plan & Trust holds $43K for 2 participants - about $21,428 per participant, among the smaller plans by assets on file.

#187
in Real Estate (4,605 peers)
-3.3%
assets change YoY

The plan reported a net loss of $1K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sheridan Ohana, Inc. Profit Sharing Plan & Trust among the smaller filed plans by assets

Sheridan Ohana, Inc. Profit Sharing Plan & Trust vs every filed plan by assets

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

$42,855 3rd percentile higher than 3% 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 Ohana, Inc. Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheridan Ohana, Inc. Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sheridan Ohana, Inc. Profit Sharing Plan & Trust end-of-year assets fell from $44K in the plan year 2023 filing to $43K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 203400743 · Sheridan Ohana, Inc. PY 2024 · Profit Sharing

Sheridan Ohana, Inc. Profit Sharing Plan & Trust · $43K · 2 · 3rd

  • PART $43K
  • PART 2
  • PART 3rd
  • PART Profit Sharing
  • PART near Pepperoncini Ventures Inc. Retirement Plan
  • PART ind #187

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 Virginia →

Sheridan Ohana, Inc. Profit Sharing Plan & Trust in the asset neighbourhood

Sheridan Ohana, Inc. Profit Sharing Plan & TrustSheridan Ohana, Inc. Profit …$43KPepperoncini Ventures Inc. Retirement PlanPepperoncini Ventures Inc. R…$43KEfrain Nunez Inc Retirement PlanEfrain Nunez Inc Retirement …$43KFrancisco G. Texidor Retirment Plan TrustFrancisco G. Texidor Retirme…$43KFrancisco G. Texidor Retirment Plan TrustFrancisco G. Texidor Retirme…$43K
End-of-year total assets ($M) among Sheridan Ohana, Inc. Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$44K
Net Assets (End of Year)$43K
Net Income-$1K
Employer EIN203400743
Plan Effective Date2005-08-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Sheridan Ohana, Inc.)

Sponsor-wide plan assets over time

All Sheridan Ohana, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43K 6.473014556644334% vs 2022
2024 filing year
$0.04M$0.04M$0.05M$0.05M$0.06M 202220232024 $0.05M $0.04M ▼ -20.0%
Year Plans Participants Total Assets
2022 1 2 $46K
2023 1 2 $44K
2024 1 2 $43K

Nearby Profit Sharing Plans in Virginia

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

Sheridan Ohana, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Sheridan Ohana, Inc. Profit Sharing Plan & Trust, Total assets ($B): 0.000042855 · Participants: 2Sheridan Ohana, Inc. Profit Sharing Plan & TrustSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.283763729 · Participants: 5562Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.348426296 · Participants: 2152Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.32295356 · Participants: 1608American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.226143645 · Participants: 508Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.204752338 · Participants: 585Associated Universities Inc. Retirement Plan
Sheridan Ohana, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Sheridan Ohana, Inc. Profit Sharing Plan & Trust side-by-side with 3 peers →

Sheridan Ohana, Inc. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Pepperoncini Ventures Inc. Retirement Plan in MD ($43K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Ohana, Inc. Profit Sharing Plan & Trust assets move in 2024? ▼
Sheridan Ohana, Inc. Profit Sharing Plan & Trust edged down modestly - down 3.3% during 2024, from $44K to $43K. Reported net income was -$1K.
How have Sheridan Ohana, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheridan Ohana, Inc.'s sponsor-wide assets declined 6.5%, from $46K to $43K.
Where does Sheridan Ohana, Inc. Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Sheridan Ohana, Inc. Profit Sharing Plan & Trust ranks in the 3rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Sheridan Ohana, Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Pepperoncini Ventures Inc. Retirement Plan in MD ($43K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Sheridan Ohana, Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 203400743.

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.