Other · DOL Form 5500 · 2022

Schulte Roth & Zabel LLP Retirement Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
128
Participants Small participant base
93rd
Percentile by assets National rank
$896,712
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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

$115M in assets, 128 participants

Schulte Roth & Zabel LLP's Schulte Roth & Zabel LLP Supplemental Retirement Plan reported $115M in total assets and 128 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.

  • #20,396 in Professional & Technical Services (21,562 peers)

Coverage in New York

Schulte Roth & Zabel LLP Supplemental Retirement Plan covers 128 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $115M.

#20,396
in Professional & Technical Services (21,562 peers)
-23.7%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $36M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$114,779,120 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 Supplemental 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. Schulte Roth & Zabel LLP Supplemental Retirement Plan sits mid-pack in the medium band (128 participants).

Published 5500 schedule card

Filing strip 132633996 · Schulte Roth & Zabel LLP PY 2022 · Other

Schulte Roth & Zabel LLP Supplemental Retirement Plan · $115M · 128 · 93rd

  • BOY $115M
  • BOY 128
  • BOY 93rd
  • BOY Other
  • BOY near Gemba Group Annuity Plan
  • BOY ind #20396

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 Supplemental Retirement Plan in the asset neighbourhood

Roosevelt University 403(b) Retirement PlanRoosevelt University 403(b) …$115MMount Nittany Medical Center 403(b) PlanMount Nittany Medical Center…$115MGemba Group Annuity Plan$115MSchulte Roth & Zabel LLP Supplemental Retirement PlanSchulte Roth & Zabel LLP Sup…$115MKalamazoo College Defined Contribution Retirement PlanKalamazoo College Defined Co…$115M
End-of-year total assets ($M) among Schulte Roth & Zabel LLP Supplemental Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$150M
Net Assets (End of Year)$115M
Net Income-$36M
Employer EIN132633996
Plan Effective Date1989-01-01
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 Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Schulte Roth & Zabel LLP Supplemental Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Schulte Roth & Zabel LLP Supplemental Retirement Plan, Total assets ($B): 0.11477912 · Participants: 128Schulte Roth & Zabel LLP Supplemental Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Schulte Roth & Zabel LLP Supplemental Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Schulte Roth & Zabel LLP Supplemental Retirement Plan side-by-side with 3 peers →

Schulte Roth & Zabel LLP Supplemental Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Gemba Group Annuity Plan in MD ($115M); by covered participants it is Apartment Life 403(b) Retirement Plan in TX (128 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($115M here).

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Supplemental Retirement Plan assets move in 2022? ▼
Schulte Roth & Zabel LLP Supplemental Retirement Plan declined sharply - down 23.7% during 2022, from $150M to $115M. Reported net income was -$36M.
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 Supplemental Retirement Plan rank by assets among Form 5500 filers? ▼
Schulte Roth & Zabel LLP Supplemental Retirement 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 Other plans are similar in size to Schulte Roth & Zabel LLP Supplemental Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Gemba Group Annuity Plan in MD ($115M, 969 participants).
Which Other plans cover a similar participant headcount to Schulte Roth & Zabel LLP Supplemental Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Apartment Life 403(b) Retirement Plan in TX (128 participants, $4M 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.