401(k) · DOL Form 5500 · 2022
Brown Schultz Sheridan & Fritz 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 135
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $168,980
- Avg per participant Above avg balance/head
Official DOL plan name: Brown Schultz Sheridan & Fritz Retirement Plan · Sponsored by Brown Schultz Sheridan & Fritz · Pennsylvania · Professional & Technical Services
$23M in assets, 135 participants
Brown Schultz Sheridan & Fritz's Brown Schultz Sheridan & Fritz Retirement Plan reported $23M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.
- #17,137 in Professional & Technical Services (21,562 peers)
Coverage in Pennsylvania
Brown Schultz Sheridan & Fritz Retirement Plan covers 135 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $23M.
- #17,137
- in Professional & Technical Services (21,562 peers)
- -16.0%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brown Schultz Sheridan & Fritz Retirement Plan's outsized position by total assets
Brown Schultz Sheridan & Fritz Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$22,812,274 Top 21% higher than 79% 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
Brown Schultz Sheridan & Fritz Retirement 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. Brown Schultz Sheridan & Fritz Retirement Plan sits mid-pack in the medium band (135 participants).
Published 5500 schedule card
Filing strip 251644159 · Brown Schultz Sheridan & Fritz PY 2022 · 401(k)
Brown Schultz Sheridan & Fritz Retirement Plan · $23M · 135 · 79th
- EOY $23M
- EOY 135
- EOY 79th
- EOY 401(k)
- EOY near Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust
- EOY ind #17137
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 →
Brown Schultz Sheridan & Fritz Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$4M |
| Employer EIN | 251644159 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brown Schultz Sheridan & Fritz)
Sponsor-wide plan assets over time
All Brown Schultz Sheridan & Fritz plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 27.949103188923647% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $23M |
| 2023 | 1 | 156 | $28M |
| 2024 | 1 | 138 | $29M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Brown Schultz Sheridan & Fritz Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust in GA ($23M); by covered participants it is Concordia Life Care Community 403(b) Plan in OK (135 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust (GA) $23M · 408
- Western Beef Retail, Inc. 401(k) Profit Sharing Plan (NY) $23M · 1,356
- Bunge Savings Plan (MO) $23M · 830
- Drury Southwest, Inc. (MO) $23M · 160
Similar participant headcount
Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.
- Concordia Life Care Community 403(b) Plan (OK) 135 · 0 off
- Pioneer Concrete Pumping Service Inc. 401(k) Profit Sharing Plan (GA) 135 · 0 off
- Employees' 401(k) Plan of Dmg Corporation (CA) 135 · 0 off
- Smart Ims 401 K Plan (NJ) 135 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.