401(k) · DOL Form 5500 · 2022
Schroder US Holdings Inc. 401(k) Plan
Data updated 2026-08-11
- $165M
- Total assets
- 347
- Participants
- 95th
- Percentile by assets
- $474,797
- Avg per participant
Official DOL plan name: Schroder US Holdings Inc. and Subsidiaries Retirement Plan · Sponsored by Schroder US Holdings Inc. · New York · Finance & Insurance
$165M in assets, 347 participants
Schroder US Holdings Inc.'s Schroder US Holdings Inc. and Subsidiaries Retirement Plan reported $165M in total assets and 347 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 139,126 plans)
- #8,480 in Finance & Insurance (9,261 peers)
Coverage in New York
Schroder US Holdings Inc. and Subsidiaries Retirement Plan covers 347 participants in New York, about 43% of the average New York filer (state average ~798 per filing). Assets: $165M.
- $165M
- total plan assets (2022 EOY)
- 347
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $474,797
- avg assets per participant
The plan reported a net loss of $34M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Schroder US Holdings Inc. and Subsidiaries Retirement Plan reports 347 participants - about 43% of that state average ($165M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $199M |
|---|---|
| Net Assets (End of Year) | $165M |
| Net Income | -$34M |
| Employer EIN | 132621402 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Schroder US Holdings Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 347 | $165M |
| 2023 | 1 | 357 | $195M |
| 2024 | 1 | 352 | $221M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Schroder US Holdings Inc. and Subsidiaries Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
- 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 Schroder US Holdings Inc. and Subsidiaries Retirement Plan by total assets, not by location.
- Hyundai Capital America Profit Sharing Retirement Plan (CA) $165M · 1,475
- Contract Employee Retirement Savings Plan (VA) $165M · 21,425
- Argo Group US 401(k) Plan (TX) $165M · 953
- The Oxford Industries, Inc. Retirement Savings Pla (GA) $165M · 4,866
Frequently Asked Questions
How did Schroder US Holdings Inc. and Subsidiaries Retirement Plan assets move in 2022? ▼
How have Schroder US Holdings Inc. plan assets changed over time? ▼
Where does Schroder US Holdings Inc. and Subsidiaries Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Schroder US Holdings Inc. and Subsidiaries Retirement Plan? ▼
Next read for Schroder US Holdings Inc. and Subsidiari…
Filing takeaways
Ways to act on Schroder US Holdings Inc. and Subsidiaries Retirement Plan's numbers.
- By total assets, Schroder US Holdings Inc. and Subsidiaries Retirement Plan ranks in the top 5% 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
- Schroder US Holdings Inc.'s sponsor-wide assets have grown 34.0% since 2022 across 3 plan years on file. More Finance & Insurance plans