Defined Benefit (Pension) · DOL Form 5500 · 2022

Schulte Roth & Zabel LLP Pension Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
79
Participants Small participant base
84th
Percentile by assets National rank
$432,569
Avg per participant High balance/head
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Official DOL plan name: Schulte Roth & Zabel LLP Partners' Cash Balance Plan · Sponsored by Schulte Roth & Zabel LLP · New York · Professional & Technical Services

$34M in assets, 79 participants

Schulte Roth & Zabel LLP's Schulte Roth & Zabel LLP Partners' Cash Balance Plan reported $34M in total assets and 79 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #18,333 in Professional & Technical Services (21,562 peers)

Where Schulte Roth & Zabel LLP Partners' Cash Balance Plan sits by assets

Schulte Roth & Zabel LLP Partners' Cash Balance Plan sits in the top quartile of all filed plans by assets, $34M for 79 participants (~$432,569/participant), up 6.7% in 2022.

#18,333
in Professional & Technical Services (21,562 peers)
+6.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Schulte Roth & Zabel LLP Partners' Cash Balance Plan's outsized position by total assets

Schulte Roth & Zabel LLP Partners' Cash Balance Plan vs every filed plan by assets

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

$34,172,953 Top 16% higher than 84% 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

Schulte Roth & Zabel LLP Partners' Cash Balance 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. Schulte Roth & Zabel LLP Partners' Cash Balance Plan is a small filing (79 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 132633996 · Schulte Roth & Zabel LLP PY 2022 · Defined Benefit (Pension)

Schulte Roth & Zabel LLP Partners' Cash Balance Plan · $34M · 79 · 84th

  • EIN $34M
  • EIN 79
  • EIN 84th
  • EIN Defined Benefit (Pension)
  • EIN near Bunge North America Pension Plan for Hourly Union Employees
  • EIN ind #18333

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 →

Schulte Roth & Zabel LLP Partners' Cash Balance Plan in the asset neighbourhood

Howmedica Osteonics Pension Plan for Rutherford Bargaining Unit EmployeesHowmedica Osteonics Pension …$34MPension Plan for Members of the Bargaining Unit of Greater Baltimore Medical CenterPension Plan for Members of …$34MBunge North America Pension Plan for Hourly Union EmployeesBunge North America Pension …$34MSchulte Roth & Zabel LLP Partners' Cash Balance PlanSchulte Roth & Zabel LLP Par…$34MShell Federal Credit Union Retirement Pension PlanShell Federal Credit Union R…$34M
End-of-year total assets ($M) among Schulte Roth & Zabel LLP Partners' Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$34M
Net Income$2M
Employer EIN132633996
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schulte Roth & Zabel LLP)

Sponsor-wide plan assets over time

All Schulte Roth & Zabel LLP plans reported in each filing year

Latest sponsor-wide plan assets
$549M 14.337336975059472% vs 2022
2023 filing year
$450M$500M$550M$600M 20222023 $480M $549M ▲ +14.3%
Year Plans Participants Total Assets
2022 6 942 $480M
2023 6 1,034 $549M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Schulte Roth & Zabel LLP Partners' Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Schulte Roth & Zabel LLP Partners' Cash Balance Plan, Total assets ($B): 0.034172953 · Participants: 79Schulte Roth & Zabel LLP Partners' Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Schulte Roth & Zabel LLP Partners' Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Schulte Roth & Zabel LLP Partners' Cash Balance Plan side-by-side with 3 peers →

Schulte Roth & Zabel LLP Partners' Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Bunge North America Pension Plan for Hourly Union Employees in MO ($34M); by covered participants it is Personal Finance Company LLC Retirement Plan and Trust Agreement in MD (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Schulte Roth & Zabel LLP Partners' Cash Balance Plan assets move in 2022? ▼
Schulte Roth & Zabel LLP Partners' Cash Balance Plan grew at a solid clip - up 6.7% during 2022, from $32M to $34M. Reported net income was $2M.
How have Schulte Roth & Zabel LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Schulte Roth & Zabel LLP's sponsor-wide assets grew 14.3%, from $480M to $549M.
Where does Schulte Roth & Zabel LLP Partners' Cash Balance Plan rank by assets among Form 5500 filers? ▼
Schulte Roth & Zabel LLP Partners' Cash Balance Plan ranks in the 84th 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 Defined Benefit (Pension) plans are similar in size to Schulte Roth & Zabel LLP Partners' Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bunge North America Pension Plan for Hourly Union Employees in MO ($34M, 175 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Schulte Roth & Zabel LLP Partners' Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Personal Finance Company LLC Retirement Plan and Trust Agreement in MD (79 participants, $28M 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 132633996.

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.