401(k) · DOL Form 5500 · 2022

Fellers, Schewe, Scott & Roberts, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
16
Participants Small participant base
61st
Percentile by assets National rank
$509,933
Avg per participant High balance/head
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Official DOL plan name: Fellers, Schewe, Scott & Roberts 401(k) Plan · Sponsored by Fellers, Schewe, Scott & Roberts, Inc. · Georgia · Real Estate

$8M in assets, 16 participants

Fellers, Schewe, Scott & Roberts, Inc.'s Fellers, Schewe, Scott & Roberts 401(k) Plan reported $8M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,879 in Real Estate (5,057 peers)

Fellers, Schewe, Scott & Roberts, Inc. multi-year trail

Fellers, Schewe, Scott & Roberts, Inc.'s plans moved +29.2% in assets from 2022 to 2024; this filing shows Fellers, Schewe, Scott & Roberts 401(k) Plan at $8M / 16 participants.

#3,879
in Real Estate (5,057 peers)
-10.1%
assets change YoY

The plan reported a net loss of $913K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fellers, Schewe, Scott & Roberts 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Fellers, Schewe, Scott & Roberts 401(k) Plan vs every filed plan by assets

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

$8,158,920 Top 39% higher than 61% 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

Fellers, Schewe, Scott & Roberts 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fellers, Schewe, Scott & Roberts 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 581925466 · Fellers, Schewe, Scott & Roberts, Inc. PY 2022 · 401(k)

Fellers, Schewe, Scott & Roberts 401(k) Plan · $8M · 16 · 61st

  • SCH $8M
  • SCH 16
  • SCH 61st
  • SCH 401(k)
  • SCH near Semifreddi's, Inc. 401(k) Profit Sharing Plan
  • SCH ind #3879

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 Real Estate retirement plans → · Plans in Georgia →

Fellers, Schewe, Scott & Roberts 401(k) Plan in the asset neighbourhood

Fellers, Schewe, Scott & Roberts 401(k) PlanFellers, Schewe, Scott & Rob…$8MSemifreddi's, Inc. 401(k) Profit Sharing PlanSemifreddi's, Inc. 401(k) Pr…$8MDna Star 401(k) Plan$8MHealthsmart Management Services Organizations, Inc. 401(k) PlanHealthsmart Management Servi…$8MCaravel Autism Health, LLC 401(k) PlanCaravel Autism Health, LLC 4…$8M
End-of-year total assets ($M) among Fellers, Schewe, Scott & Roberts 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Fellers, Schewe, Scott & Roberts, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fellers, Schewe, Scott & Roberts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 29.220766964255073% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $8.16M $10.5M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 16 $8M
2023 1 15 $10M
2024 1 16 $11M

Fellers, Schewe, Scott & Roberts, Inc. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$913K
Employer EIN581925466
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Fellers, Schewe, Scott & Roberts 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Fellers, Schewe, Scott & Roberts 401(k) Plan, Total assets ($B): 0.00815892 · Participants: 16Fellers, Schewe, Scott & Roberts 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Fellers, Schewe, Scott & Roberts 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Fellers, Schewe, Scott & Roberts 401(k) Plan side-by-side with 3 peers →

Fellers, Schewe, Scott & Roberts 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Semifreddi's, Inc. 401(k) Profit Sharing Plan in CA ($8M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Fellers, Schewe, Scott & Roberts 401(k) Plan assets move in 2022? ▼
Fellers, Schewe, Scott & Roberts 401(k) Plan pulled back noticeably - down 10.1% during 2022, from $9M to $8M. Reported net income was -$913K.
How have Fellers, Schewe, Scott & Roberts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fellers, Schewe, Scott & Roberts, Inc.'s sponsor-wide assets grew 29.2%, from $8M to $11M.
Which 401(k) plans are similar in size to Fellers, Schewe, Scott & Roberts 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Semifreddi's, Inc. 401(k) Profit Sharing Plan in CA ($8M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Fellers, Schewe, Scott & Roberts 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants, $2M 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 581925466.

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.