401(k) · DOL Form 5500 · 2022

Schwabe, Williamson & Wyatt, P.C. 401(k) Plan

Data updated 2026-08-25

$134M
Total assets Near avg plan size
311
Participants Below avg headcount
94th
Percentile by assets National rank
$431,569
Avg per participant High balance/head
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Official DOL plan name: Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Retirement Plan · Sponsored by Schwabe, Williamson & Wyatt, P.C. · Oregon · Professional & Technical Services

$134M in assets, 311 participants

Schwabe, Williamson & Wyatt, P.C.'s Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Retirement Plan reported $134M in total assets and 311 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #20,538 in Professional & Technical Services (21,562 peers)

Where Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Retirement Plan sits by assets

Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Retirement Plan sits in the top 10% of all filed plans by assets, $134M for 311 participants (~$431,569/participant), down 18.7% in 2022.

#20,538
in Professional & Technical Services (21,562 peers)
-18.7%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Retirement Plan's outsized position by total assets

Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Retirement Plan vs every filed plan by assets

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

$134,217,938 Top 6% higher than 94% 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

Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing 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. Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Retirement Plan sits mid-pack in the medium band (311 participants).

EBSA filing schedule strip

Filing strip 931130272 · Schwabe, Williamson & Wyatt, P.C. PY 2022 · 401(k)

Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Retirement Plan · $134M · 311 · 94th

  • IND $134M
  • EOY 311
  • 5500 94th
  • ASSETS 401(k)
  • PCT near Ball Horticultural Company Profit Sharing Retirement Plan
  • EIN ind #20538

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 Oregon →

Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Retirement Plan in the asset neighbourhood

Sunpower Corporation 401(k) Savings PlanSunpower Corporation 401(k) …$134MSchwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Retirement PlanSchwabe, Williamson & Wyatt,…$134MIcc Industries Inc. Employees' Savings PlanIcc Industries Inc. Employee…$134MBall Horticultural Company Profit Sharing Retirement PlanBall Horticultural Company P…$134MThe Save Plan$134M
End-of-year total assets ($M) among Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$165M
Net Assets (End of Year)$134M
Net Income-$31M
Employer EIN931130272
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schwabe, Williamson & Wyatt, P.C.)

Sponsor-wide plan assets over time

All Schwabe, Williamson & Wyatt, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$156M 16.373042476632296% vs 2022
2024 filing year
$130M$140M$150M$160M 202220232024 $134M $156M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 311 $134M
2023 1 297 $153M
2024 1 309 $156M

Nearby 401(k) Plans in Oregon

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

Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Retirement Plan, Total assets ($B): 0.134217938 · Participants: 311Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Retirement Plan side-by-side with 3 peers →

Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Ball Horticultural Company Profit Sharing Retirement Plan in IL ($134M); by covered participants it is Brightwheel 401(k) Plan in CA (311 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($134M here).

Similar participant headcount

Nearest other-state filings by covered participants (311 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 Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Retirement Plan assets move in 2022? ▼
Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Retirement Plan declined sharply - down 18.7% during 2022, from $165M to $134M. Reported net income was -$31M.
How have Schwabe, Williamson & Wyatt, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schwabe, Williamson & Wyatt, P.C.'s sponsor-wide assets grew 16.4%, from $134M to $156M.
Where does Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Retirement Plan ranks in the 94th 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 Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ball Horticultural Company Profit Sharing Retirement Plan in IL ($134M, 771 participants).
Which 401(k) plans cover a similar participant headcount to Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightwheel 401(k) Plan in CA (311 participants, $6M 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 931130272.

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.