THE SHEFFIELD GROUP
Plan context: The Sheffield Group Inc. 401(K) Plan
EIN 63-1168057 • Birmingham, AL • 26 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
59
2025 Assets
$7,752,726
2025 Contributions
$732,121
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 59 | $7,752,726 | $732,121 | $12,409iApproximate average salary by contribution assumption: employee only about $310,221 at 4% or $206,814 at 6%; with 50% employer match about $206,814 at 4% or $137,876 at 6%; with 100% employer match about $155,110 at 4% or $103,407 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 59 | $7,752,726 | $732,121 | $12,409iApproximate average salary by contribution assumption: employee only about $310,221 at 4% or $206,814 at 6%; with 50% employer match about $206,814 at 4% or $137,876 at 6%; with 100% employer match about $155,110 at 4% or $103,407 at 6%. |
| 2024 | 1 | 55 | $6,442,353 | $437,748 | $7,959iApproximate average salary by contribution assumption: employee only about $198,976 at 4% or $132,651 at 6%; with 50% employer match about $132,651 at 4% or $88,434 at 6%; with 100% employer match about $99,488 at 4% or $66,325 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 55 | $6,442,353 | $437,748 | $7,959iApproximate average salary by contribution assumption: employee only about $198,976 at 4% or $132,651 at 6%; with 50% employer match about $132,651 at 4% or $88,434 at 6%; with 100% employer match about $99,488 at 4% or $66,325 at 6%. |
| 2023 | 1 | 55 | $5,139,311 | $450,452 | $8,190iApproximate average salary by contribution assumption: employee only about $204,751 at 4% or $136,501 at 6%; with 50% employer match about $136,501 at 4% or $91,000 at 6%; with 100% employer match about $102,375 at 4% or $68,250 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 55 | $5,139,311 | $450,452 | $8,190iApproximate average salary by contribution assumption: employee only about $204,751 at 4% or $136,501 at 6%; with 50% employer match about $136,501 at 4% or $91,000 at 6%; with 100% employer match about $102,375 at 4% or $68,250 at 6%. |
| 2022 | 1 | 54 | $4,124,625 | $433,406 | $8,026iApproximate average salary by contribution assumption: employee only about $200,651 at 4% or $133,767 at 6%; with 50% employer match about $133,767 at 4% or $89,178 at 6%; with 100% employer match about $100,325 at 4% or $66,884 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 54 | $4,124,625 | $433,406 | $8,026iApproximate average salary by contribution assumption: employee only about $200,651 at 4% or $133,767 at 6%; with 50% employer match about $133,767 at 4% or $89,178 at 6%; with 100% employer match about $100,325 at 4% or $66,884 at 6%. |
| 2021 | 1 | 59 | $5,212,323 | $458,993 | $7,780iApproximate average salary by contribution assumption: employee only about $194,489 at 4% or $129,659 at 6%; with 50% employer match about $129,659 at 4% or $86,439 at 6%; with 100% employer match about $97,244 at 4% or $64,830 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 59 | $5,212,323 | $458,993 | $7,780iApproximate average salary by contribution assumption: employee only about $194,489 at 4% or $129,659 at 6%; with 50% employer match about $129,659 at 4% or $86,439 at 6%; with 100% employer match about $97,244 at 4% or $64,830 at 6%. |
| 2020 | 1 | 60 | $4,488,363 | $468,836 | $7,814iApproximate average salary by contribution assumption: employee only about $195,348 at 4% or $130,232 at 6%; with 50% employer match about $130,232 at 4% or $86,821 at 6%; with 100% employer match about $97,674 at 4% or $65,116 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 60 | $4,488,363 | $468,836 | $7,814iApproximate average salary by contribution assumption: employee only about $195,348 at 4% or $130,232 at 6%; with 50% employer match about $130,232 at 4% or $86,821 at 6%; with 100% employer match about $97,674 at 4% or $65,116 at 6%. |
| 2019 | 1 | 54 | $3,841,615 | $458,626 | $8,493iApproximate average salary by contribution assumption: employee only about $212,327 at 4% or $141,551 at 6%; with 50% employer match about $141,551 at 4% or $94,367 at 6%; with 100% employer match about $106,163 at 4% or $70,776 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 54 | $3,841,615 | $458,626 | $8,493iApproximate average salary by contribution assumption: employee only about $212,327 at 4% or $141,551 at 6%; with 50% employer match about $141,551 at 4% or $94,367 at 6%; with 100% employer match about $106,163 at 4% or $70,776 at 6%. |
| 2018 | 1 | 47 | $2,796,287 | $363,731 | $7,739iApproximate average salary by contribution assumption: employee only about $193,474 at 4% or $128,983 at 6%; with 50% employer match about $128,983 at 4% or $85,988 at 6%; with 100% employer match about $96,737 at 4% or $64,491 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 47 | $2,796,287 | $363,731 | $7,739iApproximate average salary by contribution assumption: employee only about $193,474 at 4% or $128,983 at 6%; with 50% employer match about $128,983 at 4% or $85,988 at 6%; with 100% employer match about $96,737 at 4% or $64,491 at 6%. |
| 2017 | 1 | 45 | $2,740,627 | $338,345 | $7,519iApproximate average salary by contribution assumption: employee only about $187,969 at 4% or $125,313 at 6%; with 50% employer match about $125,313 at 4% or $83,542 at 6%; with 100% employer match about $93,985 at 4% or $62,656 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 45 | $2,740,627 | $338,345 | $7,519iApproximate average salary by contribution assumption: employee only about $187,969 at 4% or $125,313 at 6%; with 50% employer match about $125,313 at 4% or $83,542 at 6%; with 100% employer match about $93,985 at 4% or $62,656 at 6%. |
| 2016 | 1 | 45 | $2,039,229 | $384,358 | $8,541iApproximate average salary by contribution assumption: employee only about $213,532 at 4% or $142,355 at 6%; with 50% employer match about $142,355 at 4% or $94,903 at 6%; with 100% employer match about $106,766 at 4% or $71,177 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 45 | $2,039,229 | $384,358 | $8,541iApproximate average salary by contribution assumption: employee only about $213,532 at 4% or $142,355 at 6%; with 50% employer match about $142,355 at 4% or $94,903 at 6%; with 100% employer match about $106,766 at 4% or $71,177 at 6%. |
| 2015 | 1 | 42 | $1,588,236 | $216,267 | $5,149iApproximate average salary by contribution assumption: employee only about $128,730 at 4% or $85,820 at 6%; with 50% employer match about $85,820 at 4% or $57,213 at 6%; with 100% employer match about $64,365 at 4% or $42,910 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 42 | $1,588,236 | $216,267 | $5,149iApproximate average salary by contribution assumption: employee only about $128,730 at 4% or $85,820 at 6%; with 50% employer match about $85,820 at 4% or $57,213 at 6%; with 100% employer match about $64,365 at 4% or $42,910 at 6%. |
| 2014 | 1 | 43 | $1,538,938 | $224,818 | $5,228iApproximate average salary by contribution assumption: employee only about $130,708 at 4% or $87,139 at 6%; with 50% employer match about $87,139 at 4% or $58,093 at 6%; with 100% employer match about $65,354 at 4% or $43,569 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 43 | $1,538,938 | $224,818 | $5,228iApproximate average salary by contribution assumption: employee only about $130,708 at 4% or $87,139 at 6%; with 50% employer match about $87,139 at 4% or $58,093 at 6%; with 100% employer match about $65,354 at 4% or $43,569 at 6%. |
| 2013 | 1 | 40 | $1,789,782 | $205,287 | $5,132iApproximate average salary by contribution assumption: employee only about $128,304 at 4% or $85,536 at 6%; with 50% employer match about $85,536 at 4% or $57,024 at 6%; with 100% employer match about $64,152 at 4% or $42,768 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 40 | $1,789,782 | $205,287 | $5,132iApproximate average salary by contribution assumption: employee only about $128,304 at 4% or $85,536 at 6%; with 50% employer match about $85,536 at 4% or $57,024 at 6%; with 100% employer match about $64,152 at 4% or $42,768 at 6%. |
| 2012 | 1 | 42 | $1,487,818 | $205,219 | $4,886iApproximate average salary by contribution assumption: employee only about $122,154 at 4% or $81,436 at 6%; with 50% employer match about $81,436 at 4% or $54,291 at 6%; with 100% employer match about $61,077 at 4% or $40,718 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 42 | $1,487,818 | $205,219 | $4,886iApproximate average salary by contribution assumption: employee only about $122,154 at 4% or $81,436 at 6%; with 50% employer match about $81,436 at 4% or $54,291 at 6%; with 100% employer match about $61,077 at 4% or $40,718 at 6%. |
| 2011 | 1 | 35 | $1,180,446 | $164,098 | $4,689iApproximate average salary by contribution assumption: employee only about $117,213 at 4% or $78,142 at 6%; with 50% employer match about $78,142 at 4% or $52,095 at 6%; with 100% employer match about $58,606 at 4% or $39,071 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 35 | $1,180,446 | $164,098 | $4,689iApproximate average salary by contribution assumption: employee only about $117,213 at 4% or $78,142 at 6%; with 50% employer match about $78,142 at 4% or $52,095 at 6%; with 100% employer match about $58,606 at 4% or $39,071 at 6%. |
| 2010 | 1 | 30 | $1,143,244 | $160,007 | $5,334iApproximate average salary by contribution assumption: employee only about $133,339 at 4% or $88,893 at 6%; with 50% employer match about $88,893 at 4% or $59,262 at 6%; with 100% employer match about $66,670 at 4% or $44,446 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 30 | $1,143,244 | $160,007 | $5,334iApproximate average salary by contribution assumption: employee only about $133,339 at 4% or $88,893 at 6%; with 50% employer match about $88,893 at 4% or $59,262 at 6%; with 100% employer match about $66,670 at 4% or $44,446 at 6%. |
| 2009 | 1 | 32 | $999,268 | $167,530 | $5,235iApproximate average salary by contribution assumption: employee only about $130,883 at 4% or $87,255 at 6%; with 50% employer match about $87,255 at 4% or $58,170 at 6%; with 100% employer match about $65,441 at 4% or $43,628 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 32 | $999,268 | $167,530 | $5,235iApproximate average salary by contribution assumption: employee only about $130,883 at 4% or $87,255 at 6%; with 50% employer match about $87,255 at 4% or $58,170 at 6%; with 100% employer match about $65,441 at 4% or $43,628 at 6%. |
| 2007 | 1 | 40 | $849,172 | $214,522 | $5,363iApproximate average salary by contribution assumption: employee only about $134,076 at 4% or $89,384 at 6%; with 50% employer match about $89,384 at 4% or $59,589 at 6%; with 100% employer match about $67,038 at 4% or $44,692 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 40 | $849,172 | $214,522 | $5,363iApproximate average salary by contribution assumption: employee only about $134,076 at 4% or $89,384 at 6%; with 50% employer match about $89,384 at 4% or $59,589 at 6%; with 100% employer match about $67,038 at 4% or $44,692 at 6%. |
| 2006 | 1 | 68 | $1,694,985 | $246,597 | $3,626iApproximate average salary by contribution assumption: employee only about $90,661 at 4% or $60,440 at 6%; with 50% employer match about $60,440 at 4% or $40,294 at 6%; with 100% employer match about $45,330 at 4% or $30,220 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 68 | $1,694,985 | $246,597 | $3,626iApproximate average salary by contribution assumption: employee only about $90,661 at 4% or $60,440 at 6%; with 50% employer match about $60,440 at 4% or $40,294 at 6%; with 100% employer match about $45,330 at 4% or $30,220 at 6%. |
| 2005 | 1 | 63 | $1,354,313 | $224,514 | $3,564iApproximate average salary by contribution assumption: employee only about $89,093 at 4% or $59,395 at 6%; with 50% employer match about $59,395 at 4% or $39,597 at 6%; with 100% employer match about $44,546 at 4% or $29,698 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 63 | $1,354,313 | $224,514 | $3,564iApproximate average salary by contribution assumption: employee only about $89,093 at 4% or $59,395 at 6%; with 50% employer match about $59,395 at 4% or $39,597 at 6%; with 100% employer match about $44,546 at 4% or $29,698 at 6%. |
| 2004 | 1 | 63 | $1,087,548 | $203,540 | $3,231iApproximate average salary by contribution assumption: employee only about $80,770 at 4% or $53,847 at 6%; with 50% employer match about $53,847 at 4% or $35,898 at 6%; with 100% employer match about $40,385 at 4% or $26,923 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 63 | $1,087,548 | $203,540 | $3,231iApproximate average salary by contribution assumption: employee only about $80,770 at 4% or $53,847 at 6%; with 50% employer match about $53,847 at 4% or $35,898 at 6%; with 100% employer match about $40,385 at 4% or $26,923 at 6%. |
| 2003 | 1 | 54 | $836,087 | $178,501 | $3,306iApproximate average salary by contribution assumption: employee only about $82,639 at 4% or $55,093 at 6%; with 50% employer match about $55,093 at 4% or $36,729 at 6%; with 100% employer match about $41,320 at 4% or $27,546 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 54 | $836,087 | $178,501 | $3,306iApproximate average salary by contribution assumption: employee only about $82,639 at 4% or $55,093 at 6%; with 50% employer match about $55,093 at 4% or $36,729 at 6%; with 100% employer match about $41,320 at 4% or $27,546 at 6%. |
| 2002 | 1 | 46 | $551,194 | $161,332 | $3,507iApproximate average salary by contribution assumption: employee only about $87,680 at 4% or $58,454 at 6%; with 50% employer match about $58,454 at 4% or $38,969 at 6%; with 100% employer match about $43,840 at 4% or $29,227 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 46 | $551,194 | $161,332 | $3,507iApproximate average salary by contribution assumption: employee only about $87,680 at 4% or $58,454 at 6%; with 50% employer match about $58,454 at 4% or $38,969 at 6%; with 100% employer match about $43,840 at 4% or $29,227 at 6%. |
| 2001 | 1 | 45 | $0 | $0 | - |
| The Sheffield Group Inc. 401(K) Plan | - | 45 | - | - | - |
| 2000 | 1 | 42 | $386,549 | $124,054 | $2,954iApproximate average salary by contribution assumption: employee only about $73,842 at 4% or $49,228 at 6%; with 50% employer match about $49,228 at 4% or $32,819 at 6%; with 100% employer match about $36,921 at 4% or $24,614 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 42 | $386,549 | $124,054 | $2,954iApproximate average salary by contribution assumption: employee only about $73,842 at 4% or $49,228 at 6%; with 50% employer match about $49,228 at 4% or $32,819 at 6%; with 100% employer match about $36,921 at 4% or $24,614 at 6%. |
| 1999 | 1 | 41 | $386,491 | $122,919 | $2,998iApproximate average salary by contribution assumption: employee only about $74,951 at 4% or $49,967 at 6%; with 50% employer match about $49,967 at 4% or $33,311 at 6%; with 100% employer match about $37,475 at 4% or $24,984 at 6%. |
| The Sheffield Group Inc. 401(K) Plan | - | 41 | $386,491 | $122,919 | $2,998iApproximate average salary by contribution assumption: employee only about $74,951 at 4% or $49,967 at 6%; with 50% employer match about $49,967 at 4% or $33,311 at 6%; with 100% employer match about $37,475 at 4% or $24,984 at 6%. |