401(k) · DOL Form 5500 · 2022

Sharer Petree Brotz & Snyder 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
39th
Percentile by assets National rank
$305,876
Avg per participant High balance/head
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Official DOL plan name: Sharer Petree Brotz and Snyder Cpa 401(k) Plan · Sponsored by Sharer Petree Brotz & Snyder · New Jersey · Professional & Technical Services

$3M in assets, 9 participants

Sharer Petree Brotz & Snyder's Sharer Petree Brotz and Snyder Cpa 401(k) Plan reported $3M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,751 in Professional & Technical Services (21,562 peers)

Sharer Petree Brotz & Snyder multi-year trail

Sharer Petree Brotz & Snyder's plans moved +57.8% in assets from 2022 to 2024; this filing shows Sharer Petree Brotz and Snyder Cpa 401(k) Plan at $3M / 9 participants.

#7,751
in Professional & Technical Services (21,562 peers)
-23.8%
assets change YoY

The plan reported a net loss of $858K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sharer Petree Brotz and Snyder Cpa 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sharer Petree Brotz and Snyder Cpa 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,752,880 39th percentile higher than 39% of 139,123 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 2022

Sharer Petree Brotz and Snyder Cpa 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sharer Petree Brotz and Snyder Cpa 401(k) Plan is a micro filing (9 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 222944613 · Sharer Petree Brotz & Snyder PY 2022 · 401(k)

Sharer Petree Brotz and Snyder Cpa 401(k) Plan · $3M · 9 · 39th

  • VS-ST $3M
  • VS-ST 9
  • VS-ST 39th
  • VS-ST 401(k)
  • VS-ST near Empire Paper Company 401(k) Plan
  • VS-ST ind #7751

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

Sharer Petree Brotz and Snyder Cpa 401(k) Plan in the asset neighbourhood

Sharer Petree Brotz and Snyder Cpa 401(k) PlanSharer Petree Brotz and Snyd…$3MEmpire Paper Company 401(k) PlanEmpire Paper Company 401(k) …$3MWarren-Washington Association for Mental Health, Inc. Profit Sharing PlanWarren-Washington Associatio…$3MJrl Coal, Inc. 401(k)$3MPalmetto Propane, Fuels, and Ice, Inc. 401(k) PlanPalmetto Propane, Fuels, and…$3M
End-of-year total assets ($M) among Sharer Petree Brotz and Snyder Cpa 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sharer Petree Brotz & Snyder multi-year asset trail

Sponsor-wide plan assets over time

All Sharer Petree Brotz & Snyder plans reported in each filing year

Latest sponsor-wide plan assets
$4M 57.83183429717241% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.75M $4.34M ▲ +57.8%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 8 $4M
2024 1 7 $4M

Sharer Petree Brotz & Snyder filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$858K
Employer EIN222944613
Plan Effective Date2001-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sharer Petree Brotz and Snyder Cpa 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Sharer Petree Brotz and Snyder Cpa 401(k) Plan, Total assets ($B): 0.00275288 · Participants: 9Sharer Petree Brotz and Snyder Cpa 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Sharer Petree Brotz and Snyder Cpa 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Sharer Petree Brotz and Snyder Cpa 401(k) Plan side-by-side with 3 peers →

Sharer Petree Brotz and Snyder Cpa 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Empire Paper Company 401(k) Plan in TX ($3M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sharer Petree Brotz and Snyder Cpa 401(k) Plan assets move in 2022? ▼
Sharer Petree Brotz and Snyder Cpa 401(k) Plan declined sharply - down 23.8% during 2022, from $4M to $3M. Reported net income was -$858K.
How have Sharer Petree Brotz & Snyder plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sharer Petree Brotz & Snyder's sponsor-wide assets grew 57.8%, from $3M to $4M.
Which 401(k) plans are similar in size to Sharer Petree Brotz and Snyder Cpa 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Empire Paper Company 401(k) Plan in TX ($3M, 71 participants).
Which 401(k) plans cover a similar participant headcount to Sharer Petree Brotz and Snyder Cpa 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222944613.

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.