Other · DOL Form 5500 · 2022

Schulte Roth & Zabel LLP Retirement Plan

Data updated 2026-08-11

$115M
Total assets
128
Participants
93rd
Percentile by assets
$896,712
Avg per participant
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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.

  • 93rd percentile by assets (of 139,126 plans)
  • #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.

$115M
total plan assets (2022 EOY)
128
covered participants
93rd
percentile by assets (of 139,126 plans)
$896,712
avg assets per participant

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.

Where Schulte Roth & Zabel LLP Supplemental Retirement Plan sits 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 $2,010,000,000 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

State
New York
Industry
Professional & Technical Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Schulte Roth & Zabel LLP Supplemental Retirement Plan reports 128 participants - about 16% of that state average ($115M EOY assets).

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)

$450M$500M$550M$600M 20222023 $480M $549M ▲ +14.3%
Total plan assets by year, all Schulte Roth & Zabel LLP plans on file
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 ($B) Participants Schulte Roth & Zabel…, Total assets ($B): 0.11477912 · Participants: 128Schulte Roth & Zabel…Northwell Health 403…, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medi…University of Roches…, Total assets ($B): 6.362782969 · Participants: 27581University of Roches…Memorial Sloan Kette…, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for …
Schulte Roth & Zabel LLP Supplemental Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Schulte Roth & Zabel LLP Supplemental Re… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Schulte Roth & Zabel LLP Supplemental Retirement Plan by total assets, not by location.

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).

Next read for Schulte Roth & Zabel LLP Supplemental Re…

Filing takeaways

Ways to act on Schulte Roth & Zabel LLP Supplemental Retirement Plan's numbers.

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.