401(k) · DOL Form 5500 · 2022

Schultz & Williams, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
35
Participants Small participant base
52nd
Percentile by assets National rank
$151,813
Avg per participant Above avg balance/head
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Official DOL plan name: Schultz & Williams, Inc. 401(k) Plan · Sponsored by Schultz & Williams, Inc. · Pennsylvania · Professional & Technical Services

$5M in assets, 35 participants

Schultz & Williams, Inc.'s Schultz & Williams, Inc. 401(k) Plan reported $5M in total assets and 35 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,705 in Professional & Technical Services (21,562 peers)

Schultz & Williams, Inc. multi-year trail

Schultz & Williams, Inc.'s plans moved +26.1% in assets from 2022 to 2024; this filing shows Schultz & Williams, Inc. 401(k) Plan at $5M / 35 participants.

#10,705
in Professional & Technical Services (21,562 peers)
-8.7%
assets change YoY

The plan reported a net loss of $507K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schultz & Williams, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Schultz & Williams, Inc. 401(k) Plan vs every filed plan by assets

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

$5,313,466 Top 48% higher than 52% 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

Schultz & Williams, Inc. 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. Schultz & Williams, Inc. 401(k) Plan is a small filing (35 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 042895739 · Schultz & Williams, Inc. PY 2022 · 401(k)

Schultz & Williams, Inc. 401(k) Plan · $5M · 35 · 52nd

  • IND $5M
  • EOY 35
  • 5500 52nd
  • ASSETS 401(k)
  • PCT near Hope Leasing 401(k) Plan
  • EIN ind #10705

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 →

Schultz & Williams, Inc. 401(k) Plan in the asset neighbourhood

Schultz & Williams, Inc. 401(k) PlanSchultz & Williams, Inc. 401…$5MHope Leasing 401(k) Plan$5MHth Companies, Inc. Retirement PlanHth Companies, Inc. Retireme…$5MBrainscope Company, Inc. 401(k) Retirement PlanBrainscope Company, Inc. 401…$5MMss 401(k) Plan$5M
End-of-year total assets ($M) among Schultz & Williams, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Schultz & Williams, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Schultz & Williams, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 26.101418546764016% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.31M $6.7M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 35 $5M
2023 1 30 $6M
2024 1 45 $7M

Schultz & Williams, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$507K
Employer EIN042895739
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Schultz & Williams, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Schultz & Williams, Inc. 401(k) Plan, Total assets ($B): 0.005313466 · Participants: 35Schultz & Williams, Inc. 401(k) 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
Schultz & Williams, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Schultz & Williams, Inc. 401(k) Plan side-by-side with 3 peers →

Schultz & Williams, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Hope Leasing 401(k) Plan in TX ($5M); by covered participants it is Toms Offroad 401(k) Plan in OR (35 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Schultz & Williams, Inc. 401(k) Plan assets move in 2022? ▼
Schultz & Williams, Inc. 401(k) Plan pulled back noticeably - down 8.7% during 2022, from $6M to $5M. Reported net income was -$507K.
How have Schultz & Williams, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schultz & Williams, Inc.'s sponsor-wide assets grew 26.1%, from $5M to $7M.
Which 401(k) plans are similar in size to Schultz & Williams, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hope Leasing 401(k) Plan in TX ($5M, 195 participants).
Which 401(k) plans cover a similar participant headcount to Schultz & Williams, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Toms Offroad 401(k) Plan in OR (35 participants, $8M 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 042895739.

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.