401(k) · DOL Form 5500 · 2022

Schultheis & Panettieri, LLP 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
133
Participants Small participant base
87th
Percentile by assets National rank
$336,456
Avg per participant High balance/head
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Official DOL plan name: Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan · Sponsored by Schultheis & Panettieri, LLP · New York · Professional & Technical Services

$45M in assets, 133 participants

Schultheis & Panettieri, LLP's Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan reported $45M in total assets and 133 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,968 in Professional & Technical Services (21,562 peers)

Coverage in New York

Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan covers 133 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $45M.

#18,968
in Professional & Technical Services (21,562 peers)
-19.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan's outsized position by total assets

Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan vs every filed plan by assets

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

$44,748,640 Top 13% higher than 87% 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

Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan sits mid-pack in the medium band (133 participants).

EBSA filing schedule strip

Filing strip 131577780 · Schultheis & Panettieri, LLP PY 2022 · 401(k)

Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan · $45M · 133 · 87th

  • EIN $45M
  • RANK 133
  • PHOTO 87th
  • IND 401(k)
  • EOY near Bennett Thrasher, LLP 401(k) Profit Sharing Plan
  • 5500 ind #18968

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 New York →

Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan in the asset neighbourhood

Schultheis & Panettieri, LLP 401(k)/Profit Sharing PlanSchultheis & Panettieri, LLP…$45MBennett Thrasher, LLP 401(k) Profit Sharing PlanBennett Thrasher, LLP 401(k)…$45MRecon 401(k) Plan$45MMinneapolis Radiology Associates, Ltd. 401(k) Profit Sharing PlanMinneapolis Radiology Associ…$45MCornerstone Controls 401(k) PlanCornerstone Controls 401(k) …$45M
End-of-year total assets ($M) among Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$45M
Net Income-$11M
Employer EIN131577780
Plan Effective Date2007-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schultheis & Panettieri, LLP)

Sponsor-wide plan assets over time

All Schultheis & Panettieri, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$67M 48.83883845408486% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $44.8M $66.6M ▲ +48.8%
Year Plans Participants Total Assets
2022 1 133 $45M
2023 1 162 $56M
2024 1 165 $67M

Nearby 401(k) Plans in New York

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

Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan, Total assets ($B): 0.04474864 · Participants: 133Schultheis & Panettieri, LLP 401(k)/Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan side-by-side with 3 peers →

Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bennett Thrasher, LLP 401(k) Profit Sharing Plan in GA ($45M); by covered participants it is Ari Retirement Plan in IL (133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan assets move in 2022? ▼
Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan declined sharply - down 19.1% during 2022, from $55M to $45M. Reported net income was -$11M.
How have Schultheis & Panettieri, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schultheis & Panettieri, LLP's sponsor-wide assets grew 48.8%, from $45M to $67M.
Where does Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan ranks in the 87th 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 Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bennett Thrasher, LLP 401(k) Profit Sharing Plan in GA ($45M, 362 participants).
Which 401(k) plans cover a similar participant headcount to Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ari Retirement Plan in IL (133 participants, $990K 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 131577780.

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.