401(k) · DOL Form 5500 · 2022

Cole Schotz P.C. 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
257
Participants Below avg headcount
93rd
Percentile by assets National rank
$415,279
Avg per participant High balance/head
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Official DOL plan name: Cole Schotz P.C. Profit-Sharing and 401(k)Plan · Sponsored by Cole Schotz P.C. · New Jersey · Professional & Technical Services

$107M in assets, 257 participants

Cole Schotz P.C.'s Cole Schotz P.C. Profit-Sharing and 401(k)Plan reported $107M in total assets and 257 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #20,309 in Professional & Technical Services (21,562 peers)

Coverage in New Jersey

Cole Schotz P.C. Profit-Sharing and 401(k)Plan covers 257 participants in New Jersey, about 30% of the average New Jersey filer (state average ~844 per filing). Assets: $107M.

#20,309
in Professional & Technical Services (21,562 peers)
-9.9%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cole Schotz P.C. Profit-Sharing and 401(k)Plan's outsized position by total assets

Cole Schotz P.C. Profit-Sharing and 401(k)Plan vs every filed plan by assets

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

$106,726,683 Top 7% higher than 93% 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

Cole Schotz P.C. Profit-Sharing and 401(k)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. Cole Schotz P.C. Profit-Sharing and 401(k)Plan sits mid-pack in the medium band (257 participants).

EBSA filing schedule strip

Filing strip 222113414 · Cole Schotz P.C. PY 2022 · 401(k)

Cole Schotz P.C. Profit-Sharing and 401(k)Plan · $107M · 257 · 93rd

  • RANK $107M
  • PHOTO 257
  • IND 93rd
  • EOY 401(k)
  • 5500 near Kinecta Federal Credit Union 401(k) and Profit Sharing Plan
  • ASSETS ind #20309

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 Jersey →

Cole Schotz P.C. Profit-Sharing and 401(k)Plan in the asset neighbourhood

Smx 401(k) Plan$107MCole Schotz P.C. Profit-Sharing and 401(k)PlanCole Schotz P.C. Profit-Shar…$107MKinecta Federal Credit Union 401(k) and Profit Sharing PlanKinecta Federal Credit Union…$107MIridium Satellite 401(k) Plan$107MMaa 401(k) Savings Plan$107M
End-of-year total assets ($M) among Cole Schotz P.C. Profit-Sharing and 401(k)Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$118M
Net Assets (End of Year)$107M
Net Income-$12M
Employer EIN222113414
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cole Schotz P.C.)

Sponsor-wide plan assets over time

All Cole Schotz P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$136M 27.894222103763873% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $107M $137M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 257 $107M
2023 1 286 $121M
2024 1 372 $136M

Nearby 401(k) Plans in New Jersey

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

Cole Schotz P.C. Profit-Sharing and 401(k)Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Cole Schotz P.C. Profit-Sharing and 401(k)Plan, Total assets ($B): 0.106726683 · Participants: 257Cole Schotz P.C. Profit-Sharing and 401(k)PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Cole Schotz P.C. Profit-Sharing and 401(k)Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Cole Schotz P.C. Profit-Sharing and 401(k)Plan side-by-side with 3 peers →

Cole Schotz P.C. Profit-Sharing and 401(k)Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Kinecta Federal Credit Union 401(k) and Profit Sharing Plan in CA ($107M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (257 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($107M here).

Similar participant headcount

Nearest other-state filings by covered participants (257 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 Cole Schotz P.C. Profit-Sharing and 401(k)Plan assets move in 2022? ▼
Cole Schotz P.C. Profit-Sharing and 401(k)Plan pulled back noticeably - down 9.9% during 2022, from $118M to $107M. Reported net income was -$12M.
How have Cole Schotz P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cole Schotz P.C.'s sponsor-wide assets grew 27.9%, from $107M to $136M.
Where does Cole Schotz P.C. Profit-Sharing and 401(k)Plan rank by assets among Form 5500 filers? ▼
Cole Schotz P.C. Profit-Sharing and 401(k)Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cole Schotz P.C. Profit-Sharing and 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kinecta Federal Credit Union 401(k) and Profit Sharing Plan in CA ($107M, 890 participants).
Which 401(k) plans cover a similar participant headcount to Cole Schotz P.C. Profit-Sharing and 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (257 participants, $280K 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 222113414.

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.