401(k) · DOL Form 5500 · 2022
Schroder US Holdings Inc. 401(k) Plan
Data updated 2026-08-25
- $165M
- Total assets Near avg plan size
- 347
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $474,797
- Avg per participant High balance/head
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.
- #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.
- #8,480
- in Finance & Insurance (9,261 peers)
- -17.0%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
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.
Schroder US Holdings Inc. and Subsidiaries Retirement Plan's outsized position by total assets
Schroder US Holdings Inc. and Subsidiaries Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$164,754,506 Top 5% higher than 95% 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
Schroder US Holdings Inc. and Subsidiaries 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. Schroder US Holdings Inc. and Subsidiaries Retirement Plan sits mid-pack in the medium band (347 participants).
EBSA filing schedule strip
Filing strip 132621402 · Schroder US Holdings Inc. PY 2022 · 401(k)
Schroder US Holdings Inc. and Subsidiaries Retirement Plan · $165M · 347 · 95th
- 5500 $165M
- ASSETS 347
- PCT 95th
- EIN 401(k)
- RANK near Hyundai Capital America Profit Sharing Retirement Plan
- PHOTO ind #8480
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 Finance & Insurance retirement plans → · Plans in New York →
Schroder US Holdings Inc. and Subsidiaries Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Schroder US Holdings Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $221M 34.02492493892701% vs 2022
- 2024 filing year
| 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.
- 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
Schroder US Holdings Inc. and Subsidiaries Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Hyundai Capital America Profit Sharing Retirement Plan in CA ($165M); by covered participants it is Spire 401(k) Plan in MN (347 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($165M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (347 participants); asset peers above are excluded.
- Spire 401(k) Plan (MN) 347 · 0 off
- Impact Advisors, LLC 401(k) Plan (IL) 347 · 0 off
- Stine Seed Companies Multiple Employer 401(k) Plan (IA) 347 · 0 off
- Tm Pay, Inc. 401(k) Plan (MO) 347 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.