Profit Sharing · DOL Form 5500 · 2022

Schroeder Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$203K
Total assets Small plan by assets
2
Participants Small participant base
11th
Percentile by assets National rank
$101,734
Avg per participant Below avg balance/head
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Official DOL plan name: Schroeder Agency Inc. Pension Transfer Trust Plan · Sponsored by Schroeder Agency, Inc. · New York · Finance & Insurance

$203K in assets, 2 participants

Schroeder Agency, Inc.'s Schroeder Agency Inc. Pension Transfer Trust Plan reported $203K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • #626 in Finance & Insurance (9,261 peers)

Schroeder Agency, Inc. multi-year trail

Schroeder Agency, Inc.'s plans moved +127.1% in assets from 2022 to 2024; this filing shows Schroeder Agency Inc. Pension Transfer Trust Plan at $203K / 2 participants.

#626
in Finance & Insurance (9,261 peers)
-1.4%
assets change YoY

The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schroeder Agency Inc. Pension Transfer Trust Plan among the smaller filed plans by assets

Schroeder Agency Inc. Pension Transfer Trust Plan vs every filed plan by assets

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

$203,468 11th percentile higher than 11% 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

Schroeder Agency Inc. Pension Transfer Trust 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. Schroeder Agency Inc. Pension Transfer Trust Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 270981701 · Schroeder Agency, Inc. PY 2022 · Profit Sharing

Schroeder Agency Inc. Pension Transfer Trust Plan · $203K · 2 · 11th

  • SCH $203K
  • EBSA 2
  • PART 11th
  • TYPE Profit Sharing
  • NET near Bogart Business Management, an Accountancy Corporation Profit Sharing Plan
  • BOOK ind #626

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 Finance & Insurance retirement plans → · Plans in New York →

Schroeder Agency Inc. Pension Transfer Trust Plan in the asset neighbourhood

Schroeder Agency Inc. Pension Transfer Trust PlanSchroeder Agency Inc. Pensio…$203KBogart Business Management, an Accountancy Corporation Profit Sharing PlanBogart Business Management, …$203KJjw Ventures, Inc. Retirement PlanJjw Ventures, Inc. Retiremen…$203KHugo J. Medina Martinez Retirement PlanHugo J. Medina Martinez Reti…$203KJ.L. Baumgardner Inc. Retirement PlanJ.L. Baumgardner Inc. Retire…$203K
End-of-year total assets ($M) among Schroeder Agency Inc. Pension Transfer Trust Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Schroeder Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Schroeder Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$462K 127.06322370102423% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.2M $0.46M ▲ +130.0%
Year Plans Participants Total Assets
2022 1 2 $203K
2023 1 1 $285K
2024 1 1 $462K

Schroeder Agency, Inc. filing trail (2022)

Total Assets (Beginning of Year)$206K
Net Assets (End of Year)$203K
Net Income-$3K
Employer EIN270981701
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Schroeder Agency Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Schroeder Agency Inc. Pension Transfer Trust Plan, Total assets ($B): 0.000203468 · Participants: 2Schroeder Agency Inc. Pension Transfer Trust PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Schroeder Agency Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Schroeder Agency Inc. Pension Transfer Trust Plan side-by-side with 3 peers →

Schroeder Agency Inc. Pension Transfer Trust Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Bogart Business Management, an Accountancy Corporation Profit Sharing Plan in CA ($203K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Schroeder Agency Inc. Pension Transfer Trust Plan assets move in 2022? ▼
Schroeder Agency Inc. Pension Transfer Trust Plan edged down modestly - down 1.4% during 2022, from $206K to $203K. Reported net income was -$3K.
How have Schroeder Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schroeder Agency, Inc.'s sponsor-wide assets grew 127.1%, from $203K to $462K.
Where does Schroeder Agency Inc. Pension Transfer Trust Plan rank by assets among Form 5500 filers? ▼
Schroeder Agency Inc. Pension Transfer Trust Plan ranks in the 11th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Schroeder Agency Inc. Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bogart Business Management, an Accountancy Corporation Profit Sharing Plan in CA ($203K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Schroeder Agency Inc. Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 270981701.

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.