401(k) · DOL Form 5500 · 2022

Zarwin, Baum, Devito, Kaplan, Schaer & Toddy, P.C. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
88
Participants Small participant base
76th
Percentile by assets National rank
$202,777
Avg per participant Above avg balance/head
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Official DOL plan name: Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan · Sponsored by Zarwin, Baum, Devito, Kaplan, Schaer & Toddy, P.C. · Pennsylvania · Professional & Technical Services

$18M in assets, 88 participants

Zarwin, Baum, Devito, Kaplan, Schaer & Toddy, P.C.'s Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan reported $18M in total assets and 88 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #16,287 in Professional & Technical Services (21,562 peers)

Where Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan sits by assets

Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $18M for 88 participants (~$202,777/participant), down 16.7% in 2022.

#16,287
in Professional & Technical Services (21,562 peers)
-16.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,844,382 Top 24% higher than 76% 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

Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing 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. Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan is a small filing (88 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 231879577 · Zarwin, Baum, Devito, Kaplan, Schaer & Toddy, P.C. PY 2022 · 401(k)

Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan · $18M · 88 · 76th

  • PCT $18M
  • PCT 88
  • PCT 76th
  • PCT 401(k)
  • PCT near Kelley Bros. Salary Savings Plan
  • PCT ind #16287

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 Pennsylvania →

Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Klaussner Retirement Savings PlanKlaussner Retirement Savings…$18MZarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing PlanZarwin, Baum, Devito, Kaplan…$18MKelley Bros. Salary Savings PlanKelley Bros. Salary Savings …$18MAtkinsons Market 401(k) & Profit Sharing PlanAtkinsons Market 401(k) & Pr…$18MKeller Schroeder and Associates, Inc. 401(k) Profit Sharing PlanKeller Schroeder and Associa…$18M
End-of-year total assets ($M) among Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$4M
Employer EIN231879577
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zarwin, Baum, Devito, Kaplan, Schaer & Toddy, P.C.)

Sponsor-wide plan assets over time

All Zarwin, Baum, Devito, Kaplan, Schaer & Toddy, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 40.09600332474389% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.8M $25M ▲ +40.1%
Year Plans Participants Total Assets
2022 1 88 $18M
2023 1 96 $21M
2024 1 97 $25M

Nearby 401(k) Plans in Pennsylvania

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

Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.017844382 · Participants: 88Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Kelley Bros. Salary Savings Plan in NY ($18M); by covered participants it is Nebraska Orthopaedic and Sports Medicine P. C. 401(k) Profit Sharing Plan in NE (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan assets move in 2022? ▼
Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan declined sharply - down 16.7% during 2022, from $21M to $18M. Reported net income was -$4M.
How have Zarwin, Baum, Devito, Kaplan, Schaer & Toddy, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zarwin, Baum, Devito, Kaplan, Schaer & Toddy, P.C.'s sponsor-wide assets grew 40.1%, from $18M to $25M.
Where does Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kelley Bros. Salary Savings Plan in NY ($18M, 268 participants).
Which 401(k) plans cover a similar participant headcount to Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nebraska Orthopaedic and Sports Medicine P. C. 401(k) Profit Sharing Plan in NE (88 participants, N/A 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 231879577.

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.