401(k) · DOL Form 5500 · 2022
Schulte Roth & Zabel LLP 401(k) Plan
Data updated 2026-08-11
- $136M
- Total assets
- 236
- Participants
- 94th
- Percentile by assets
- $577,715
- Avg per participant
Official DOL plan name: Schulte Roth & Zabel LLP Savings Plan · Sponsored by Schulte Roth & Zabel LLP · New York · Professional & Technical Services
$136M in assets, 236 participants
Schulte Roth & Zabel LLP's Schulte Roth & Zabel LLP Savings Plan reported $136M in total assets and 236 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #20,554 in Professional & Technical Services (21,562 peers)
Coverage in New York
Schulte Roth & Zabel LLP Savings Plan covers 236 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $136M.
- $136M
- total plan assets (2022 EOY)
- 236
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $577,715
- avg assets per participant
The plan reported a net loss of $32M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Schulte Roth & Zabel LLP Savings Plan sits by total assets
Schulte Roth & Zabel LLP Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$136,340,632 Top 6% higher than 94% 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
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Schulte Roth & Zabel LLP Savings Plan reports 236 participants - about 30% of that state average ($136M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $167M |
|---|---|
| Net Assets (End of Year) | $136M |
| Net Income | -$32M |
| Employer EIN | 132633996 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Schulte Roth & Zabel LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 942 | $480M |
| 2023 | 6 | 1,034 | $549M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Schulte Roth & Zabel LLP Savings Plan by total assets, not by location.
- Hylant Group, Inc. 401(k) Plan (OH) $136M · 889
- Baptist Health Enterprises, Inc. 401(k) Employee Retirement Plan (FL) $136M · 1,160
- Allan Myers Hourly Retirement Plan (PA) $136M · 1,318
- Arnall Golden Gregory LLP Self-Employed Persons Retirement Plan (GA) $136M · 227
Frequently Asked Questions
How did Schulte Roth & Zabel LLP Savings Plan assets move in 2022? ▼
How have Schulte Roth & Zabel LLP plan assets changed over time? ▼
Where does Schulte Roth & Zabel LLP Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for Schulte Roth & Zabel LLP Savings Plan
Filing takeaways
Ways to act on Schulte Roth & Zabel LLP Savings Plan's numbers.
- By total assets, Schulte Roth & Zabel LLP Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Schulte Roth & Zabel LLP's sponsor-wide assets have grown 14.3% since 2022 across 2 plan years on file. More Professional & Technical Services plans