How big is Sheffield Asset Management, LLC's plan?

Sheffield Asset Management, LLC's plan reported $4.4M in assets and 3 participants for 2024.

Original filing (PDF)20250916100433NAL0004096466001

Sheffield Asset Management, LLC

Name: Sheffield Asset Management, LLC — Sheffield Asset, Form 5500 (2024)
Creator: Sheffield Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sheffield Asset Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Sheffield Asset Management, LLC's Sheffield Asset Management, LLC 401(k) Profit Sharing Plan held $4.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Michelle Peluso signed Sheffield Asset Management, LLC's 2024 Form 5500 as plan administrator.

Michelle Peluso — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sheffield Asset Management, LLC's EIN is 03-0502647.

EIN 03-0502647

Plan number 002

Plan year 2024

ACK ID 20250916100433NAL0004096466001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sheffield Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sheffield Asset Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHEFFIELD ASSET MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

SHEFFIELD ASSET MANAGEMENT, LLC

EIN

all filings

Address

900 N MICHIGAN AVE · SUITE 1720 · CHICAGO, IL · 606116541

Phone

(312) 506-6400

Industry

Finance & Insurance

Plan administrator