401(k) · DOL Form 5500 · 2022

Robertson, Anshutz & Schneid Pl 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
187
Participants Below avg headcount
46th
Percentile by assets National rank
$21,789
Avg per participant Low balance/head
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Official DOL plan name: Robertson, Anshutz & Schneid Pl 401(k) Profit Sharing Plan & Trust · Sponsored by Robertson, Anshutz & Schneid Pl · Florida · Professional & Technical Services

$4M in assets, 187 participants

Robertson, Anshutz & Schneid Pl's Robertson, Anshutz & Schneid Pl 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 187 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #9,476 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Robertson, Anshutz & Schneid Pl 401(k) Profit Sharing Plan & Trust covers 187 participants in Florida, about 30% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#9,476
in Professional & Technical Services (21,562 peers)
-13.6%
assets change YoY

The plan reported a net loss of $643K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robertson, Anshutz & Schneid Pl 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Robertson, Anshutz & Schneid Pl 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,074,634 46th percentile higher than 46% 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

Robertson, Anshutz & Schneid Pl 401(k) Profit Sharing Plan & Trust 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. Robertson, Anshutz & Schneid Pl 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (187 participants).

EBSA filing schedule strip

Filing strip 272872886 · Robertson, Anshutz & Schneid Pl PY 2022 · 401(k)

Robertson, Anshutz & Schneid Pl 401(k) Profit Sharing Plan & Trust · $4M · 187 · 46th

  • EBSA $4M
  • PART 187
  • TYPE 46th
  • NET 401(k)
  • BOOK near Cosolutions, Inc. 401(k) Profit Sharing Plan and Trust
  • VS-ST ind #9476

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 Florida →

Robertson, Anshutz & Schneid Pl 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Robertson, Anshutz & Schneid Pl 401(k) Profit Sharing Plan & TrustRobertson, Anshutz & Schneid…$4MCosolutions, Inc. 401(k) Profit Sharing Plan and TrustCosolutions, Inc. 401(k) Pro…$4MIdeal Window Manufacturing Retirement PlanIdeal Window Manufacturing R…$4MAzteca Foods/Aml Retirement PlanAzteca Foods/Aml Retirement …$4MDentistry for Children & Adolescents, PC Profit Sharing PlanDentistry for Children & Ado…$4M
End-of-year total assets ($M) among Robertson, Anshutz & Schneid Pl 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$643K
Employer EIN272872886
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robertson, Anshutz & Schneid Pl)

Sponsor-wide plan assets over time

All Robertson, Anshutz & Schneid Pl plans reported in each filing year

Latest sponsor-wide plan assets
$6M 57.10618426096675% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.07M $6.4M ▲ +57.2%
Year Plans Participants Total Assets
2022 1 187 $4M
2023 1 192 $5M
2024 1 191 $6M

Nearby 401(k) Plans in Florida

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

Robertson, Anshutz & Schneid Pl 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Robertson, Anshutz & Schneid Pl 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004074634 · Participants: 187Robertson, Anshutz & Schneid Pl 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Robertson, Anshutz & Schneid Pl 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Robertson, Anshutz & Schneid Pl 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Robertson, Anshutz & Schneid Pl 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Cosolutions, Inc. 401(k) Profit Sharing Plan and Trust in VA ($4M); by covered participants it is Sequoia 401(k) Plan in CA (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Robertson, Anshutz & Schneid Pl 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Robertson, Anshutz & Schneid Pl 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 13.6% during 2022, from $5M to $4M. Reported net income was -$643K.
How have Robertson, Anshutz & Schneid Pl plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robertson, Anshutz & Schneid Pl's sponsor-wide assets grew 57.1%, from $4M to $6M.
Which 401(k) plans are similar in size to Robertson, Anshutz & Schneid Pl 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cosolutions, Inc. 401(k) Profit Sharing Plan and Trust in VA ($4M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Robertson, Anshutz & Schneid Pl 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sequoia 401(k) Plan in CA (187 participants, $72M 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 272872886.

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.