401(k) · DOL Form 5500 · 2022

Schulte Roth & Zabel LLP 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
228
Participants Below avg headcount
93rd
Percentile by assets National rank
$469,132
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Schulte Roth & Zabel LLP Thrift Plan · Sponsored by Schulte Roth & Zabel LLP · New York · Professional & Technical Services

$107M in assets, 228 participants

Schulte Roth & Zabel LLP's Schulte Roth & Zabel LLP Thrift Plan reported $107M in total assets and 228 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.

  • #20,312 in Professional & Technical Services (21,562 peers)

Coverage in New York

Schulte Roth & Zabel LLP Thrift Plan covers 228 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $107M.

#20,312
in Professional & Technical Services (21,562 peers)
-21.9%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schulte Roth & Zabel LLP Thrift Plan's outsized position by total assets

Schulte Roth & Zabel LLP Thrift Plan vs every filed plan by assets

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

$106,962,129 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

Schulte Roth & Zabel LLP Thrift 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. Schulte Roth & Zabel LLP Thrift Plan sits mid-pack in the medium band (228 participants).

EBSA filing schedule strip

Filing strip 132633996 · Schulte Roth & Zabel LLP PY 2022 · 401(k)

Schulte Roth & Zabel LLP Thrift Plan · $107M · 228 · 93rd

  • PCT $107M
  • PCT 228
  • PCT 93rd
  • PCT 401(k)
  • PCT near Virtusa Corporation 401(k) Plan
  • PCT ind #20312

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 Thrift Plan in the asset neighbourhood

Mane Retirement Plan$107MInframark 401(k) Savings Plan$107MSchulte Roth & Zabel LLP Thrift PlanSchulte Roth & Zabel LLP Thr…$107MVirtusa Corporation 401(k) PlanVirtusa Corporation 401(k) P…$107MEmbecta 401(k) Plan$107M
End-of-year total assets ($M) among Schulte Roth & Zabel LLP Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$137M
Net Assets (End of Year)$107M
Net Income-$30M
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 401(k) Plans in New York

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

Schulte Roth & Zabel LLP Thrift Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Schulte Roth & Zabel LLP Thrift Plan, Total assets ($B): 0.106962129 · Participants: 228Schulte Roth & Zabel LLP Thrift PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Schulte Roth & Zabel LLP Thrift Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Schulte Roth & Zabel LLP Thrift Plan side-by-side with 3 peers →

Schulte Roth & Zabel LLP Thrift Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Virtusa Corporation 401(k) Plan in MA ($107M); by covered participants it is Jsi Store Fixtures Employee Savings Plan in ME (228 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 (228 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 Thrift Plan assets move in 2022? ▼
Schulte Roth & Zabel LLP Thrift Plan declined sharply - down 21.9% during 2022, from $137M to $107M. Reported net income was -$30M.
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 Thrift Plan rank by assets among Form 5500 filers? ▼
Schulte Roth & Zabel LLP Thrift 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 Schulte Roth & Zabel LLP Thrift Plan? ▼
Among 401(k) plans in other states, the closest by assets is Virtusa Corporation 401(k) Plan in MA ($107M, 3,580 participants).
Which 401(k) plans cover a similar participant headcount to Schulte Roth & Zabel LLP Thrift Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jsi Store Fixtures Employee Savings Plan in ME (228 participants, N/A 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.