Defined Benefit (Pension) · DOL Form 5500 · 2022

F. Schumacher & Co., Inc. Pension Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
36
Participants Small participant base
87th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: F. Schumacher & Co. Retirement Plan for Salaried Employees · Sponsored by F. Schumacher & Co., Inc. · New York · Retail Trade

$45M in assets, 36 participants

F. Schumacher & Co., Inc.'s F. Schumacher & Co. Retirement Plan for Salaried Employees reported $45M in total assets and 36 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #8,849 in Retail Trade (9,519 peers)

Where F. Schumacher & Co. Retirement Plan for Salaried Employees sits by assets

F. Schumacher & Co. Retirement Plan for Salaried Employees sits in the top quartile of all filed plans by assets, $45M for 36 participants (~$1.3M/participant), down 19.9% in 2022.

#8,849
in Retail Trade (9,519 peers)
-19.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

F. Schumacher & Co. Retirement Plan for Salaried Employees's outsized position by total assets

F. Schumacher & Co. Retirement Plan for Salaried Employees vs every filed plan by assets

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

$45,010,325 Top 13% higher than 87% 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

F. Schumacher & Co. Retirement Plan for Salaried Employees among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. F. Schumacher & Co. Retirement Plan for Salaried Employees is a small filing (36 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 131279190 · F. Schumacher & Co., Inc. PY 2022 · Defined Benefit (Pension)

F. Schumacher & Co. Retirement Plan for Salaried Employees · $45M · 36 · 87th

  • SCH $45M
  • EBSA 36
  • PART 87th
  • TYPE Defined Benefit (Pension)
  • NET near Flexi-Van Pension Plan
  • BOOK ind #8849

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 Retail Trade retirement plans → · Plans in New York →

F. Schumacher & Co. Retirement Plan for Salaried Employees in the asset neighbourhood

Kern Regional Center Defined Benefit Retirement PlanKern Regional Center Defined…$45MFlexi-Van Pension Plan$45MF. Schumacher & Co. Retirement Plan for Salaried EmployeesF. Schumacher & Co. Retireme…$45MThe Star Enterprise Retirement PlanThe Star Enterprise Retireme…$45MHeat and Frost Insulators and Allied Workers Local 47 Retirment Trust FundHeat and Frost Insulators an…$45M
End-of-year total assets ($M) among F. Schumacher & Co. Retirement Plan for Salaried Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$45M
Net Income-$11M
Employer EIN131279190
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (F. Schumacher & Co., Inc.)

Sponsor-wide plan assets over time

All F. Schumacher & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 65.74328393195158% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $60.7M $20.8M ▼ -65.7%
Year Plans Participants Total Assets
2022 2 507 $61M
2023 2 535 $19M
2024 1 520 $21M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

F. Schumacher & Co. Retirement Plan for Salaried Employees vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants F. Schumacher & Co. Retirement Plan for Salaried Employees, Total assets ($B): 0.045010325 · Participants: 36F. Schumacher & Co. Retirement Plan for Salaried EmployeesIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
F. Schumacher & Co. Retirement Plan for Salaried Employees vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

F. Schumacher & Co. Retirement Plan for Salaried Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Flexi-Van Pension Plan in AZ ($45M); by covered participants it is The Duke Endowment Employees' Retirement Plan in NC (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 F. Schumacher & Co. Retirement Plan for Salaried Employees assets move in 2022?
F. Schumacher & Co. Retirement Plan for Salaried Employees declined sharply - down 19.9% during 2022, from $56M to $45M. Reported net income was -$11M.
How have F. Schumacher & Co., Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), F. Schumacher & Co., Inc.'s sponsor-wide assets declined 65.7%, from $61M to $21M.
Where does F. Schumacher & Co. Retirement Plan for Salaried Employees rank by assets among Form 5500 filers?
F. Schumacher & Co. Retirement Plan for Salaried Employees ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to F. Schumacher & Co. Retirement Plan for Salaried Employees?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Flexi-Van Pension Plan in AZ ($45M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to F. Schumacher & Co. Retirement Plan for Salaried Employees?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Duke Endowment Employees' Retirement Plan in NC (36 participants, $17M in assets).