Profit Sharing · DOL Form 5500 · 2022
H. Schultz & Sons Profit Sharing Plan
Data updated 2026-08-11
- $8M
- Total assets
- 26
- Participants
- 60th
- Percentile by assets
- $300,102
- Avg per participant
Official DOL plan name: H. Schultz & Sons Employees Profit-Sharing Plan · Sponsored by H. Schultz & Sons · New Jersey · Wholesale Trade
$8M in assets, 26 participants
H. Schultz & Sons's H. Schultz & Sons Employees Profit-Sharing Plan reported $8M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- 60th percentile by assets (of 139,126 plans)
- #3,458 in Wholesale Trade (6,843 peers)
What the 2022 filing shows
H. Schultz & Sons Employees Profit-Sharing Plan holds $8M for 26 participants - about $300,102 per participant, above the median plan by assets.
- $8M
- total plan assets (2022 EOY)
- 26
- covered participants
- 60th
- percentile by assets (of 139,126 plans)
- $300,102
- avg assets per participant
The plan reported a net loss of $550K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Profit Sharing filing for H. Schultz & Sons Employees Profit-Sharing Plan
Profit Sharing filing for plan year 2022: EIN 221437712 ; effective since 1969-12-31 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$550K |
| Employer EIN | 221437712 |
| Plan Effective Date | 1969-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (H. Schultz & Sons)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $8M |
| 2023 | 1 | 24 | $633K |
| 2024 | 1 | 18 | N/A |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
H. Schultz & Sons Employees Profit-Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.2B · 2,189
- Princeton University Retirement Plan $1.8B · 8,141
- Operating Engineers Local 825 Profit Sharing Fund $1.3B · 10,006
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.3B · 8,556
- IBEW Local Union No 102 Surety Plan $593M · 3,061
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to H. Schultz & Sons Employees Profit-Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did H. Schultz & Sons Employees Profit-Sharing Plan assets move in 2022? ▼
Which Profit Sharing plans are similar in size to H. Schultz & Sons Employees Profit-Sharing Plan? ▼
Next read for H. Schultz & Sons Employees Profit-Shari…
Filing takeaways
Ways to act on H. Schultz & Sons Employees Profit-Sharing Plan's numbers.
- By total assets, H. Schultz & Sons Employees Profit-Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Jersey. Compare plans