401(k) · DOL Form 5500 · 2022

Plattner Schneidman Schneider & Jeffries, P.C. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
18
Participants Small participant base
58th
Percentile by assets National rank
$406,543
Avg per participant High balance/head
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Official DOL plan name: Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust · Sponsored by Plattner Schneidman Schneider & Jeffries, P.C. · Arizona · Professional & Technical Services

$7M in assets, 18 participants

Plattner Schneidman Schneider & Jeffries, P.C.'s Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust reported $7M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #12,199 in Professional & Technical Services (21,562 peers)

2022 asset change

Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust pulled back noticeably 11.7% in 2022 ($8M → $7M) for 18 participants.

#12,199
in Professional & Technical Services (21,562 peers)
-11.7%
assets change YoY

The plan reported a net loss of $970K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust vs every filed plan by assets

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

$7,317,778 Top 42% higher than 58% 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

Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust is a small filing (18 participants) on this national headcount ladder.

DOL schedule card

Filing strip 860217327 · Plattner Schneidman Schneider & Jeffries, P.C. PY 2022 · 401(k)

Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust · $7M · 18 · 58th

  • BOY $7M
  • SCH 18
  • EBSA 58th
  • PART 401(k)
  • TYPE near Crown Roll Leaf, Inc. 401(k) Retirement Savings Plan
  • NET ind #12199

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 Arizona →

Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust in the asset neighbourhood

Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and TrustPlattner, Schneidman & Schne…$7MCrown Roll Leaf, Inc. 401(k) Retirement Savings PlanCrown Roll Leaf, Inc. 401(k)…$7MTwenty-Nine Palms Band of Mission Indians 401(k) and Profit Sharing PlanTwenty-Nine Palms Band of Mi…$7MMidway Importing, Inc 401(k) PlanMidway Importing, Inc 401(k)…$7MMattress Warehouse 401(k) Retirement PlanMattress Warehouse 401(k) Re…$7M
End-of-year total assets ($M) among Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Plattner Schneidman Schneider & Jeffries, P.C. years around the 2022 move

Sponsor-wide plan assets over time

All Plattner Schneidman Schneider & Jeffries, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 8.820710330376242% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 202220232024 $7.32M $6.67M ▼ -8.9%
Year Plans Participants Total Assets
2022 1 18 $7M
2023 1 18 $8M
2024 1 20 $7M

2022 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$970K
Employer EIN860217327
Plan Effective Date1992-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust, Total assets ($B): 0.007317778 · Participants: 18Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and TrustBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants

Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Crown Roll Leaf, Inc. 401(k) Retirement Savings Plan in NJ ($7M); by covered participants it is Paragon Health Services 401(k) Plan in LA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust assets move in 2022?
Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust pulled back noticeably - down 11.7% during 2022, from $8M to $7M. Reported net income was -$970K.
How have Plattner Schneidman Schneider & Jeffries, P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Plattner Schneidman Schneider & Jeffries, P.C.'s sponsor-wide assets declined 8.8%, from $7M to $7M.
Which 401(k) plans are similar in size to Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Crown Roll Leaf, Inc. 401(k) Retirement Savings Plan in NJ ($7M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Paragon Health Services 401(k) Plan in LA (18 participants, N/A in assets).