Profit Sharing · DOL Form 5500 · 2022
H. Schultz & Sons Profit Sharing Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 26
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $300,102
- Avg per participant High balance/head
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.
- #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.
- #3,458
- in Wholesale Trade (6,843 peers)
- -6.6%
- assets change YoY
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.
H. Schultz & Sons Employees Profit-Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers
H. Schultz & Sons Employees Profit-Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,802,659 Top 40% higher than 60% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
H. Schultz & Sons Employees 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. H. Schultz & Sons Employees Profit-Sharing Plan is a small filing (26 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 221437712 · H. Schultz & Sons PY 2022 · Profit Sharing
H. Schultz & Sons Employees Profit-Sharing Plan · $8M · 26 · 60th
- VS-ST $8M
- BOY 26
- SCH 60th
- EBSA Profit Sharing
- PART near Easterseals Arc 403(b) Plan
- TYPE ind #3458
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 Wholesale Trade retirement plans → · Plans in New Jersey →
H. Schultz & Sons Employees Profit-Sharing Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All H. Schultz & Sons plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| 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.
- 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
H. Schultz & Sons Employees Profit-Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Easterseals Arc 403(b) Plan in IN ($8M); by covered participants it is Petite Coconut, Inc. Profit Sharing Plan in FL (26 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (26 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.