Back to filter
Original filing (PDF)20250924131323NAL0009268579001
BENJ. E. SHERMAN & SONS
Form 5500-SF
FILING_RECEIVED
BENJ. E. SHERMAN & SONS 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
106
Accounts w/ balance
41
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- Only 39% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENJ. E. SHERMAN & SONS.
Plan sponsor
Name
BENJ. E. SHERMAN & SONS
EIN
36-1167560
Address
400 SKOKIE BLVD., SUITE 200 · NORTHBROOK, IL · 60062
Phone
(847) 374-2700
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Real Estate plans
SPECTRUM CONSTRUCTION SERVICES INC.
SPECTRUM CONSTRUCTION SERVICES INC. 401(K) PLAN
$3.1M · 22 participants
STANTON MARKETPLACE, LLC
STANTON MARKETPLACE, LLC PROFIT SHARING PLAN
$3.1M · 3 participants
UNITED OVERSEAS INVESTMENT COMPANY, INC.
UNITED OVERSEAS INVESTMENT COMPANY, INC. PROFIT SHARING PLAN
$3.1M · 4 participants
JBV PROPERTIES, LLC
JBV PROPERTIES, LLC 401(K) PLAN
$3.1M · 6 participants
POINT PROPERTY MANAGEMENT, LLC
POINT PROPERTY MANAGEMENT, LLC 401(K) PLAN
$3.1M · 5 participants
BAP MANAGEMENT CO., LLC
BAP MANAGEMENT CO., LLC PROFIT SHARING PLAN
$3.1M · 2 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B