401(k) · DOL Form 5500 · 2022

D.C. Schonberg & Associates LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
134
Participants Small participant base
35th
Percentile by assets National rank
$16,455
Avg per participant Low balance/head
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Official DOL plan name: Schonberg & Associates Retirement Savings Plan · Sponsored by D.C. Schonberg & Associates LLC · Louisiana · Healthcare & Social Assistance

$2M in assets, 134 participants

D.C. Schonberg & Associates LLC's Schonberg & Associates Retirement Savings Plan reported $2M in total assets and 134 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #7,437 in Healthcare & Social Assistance (20,060 peers)

Coverage in Louisiana

Schonberg & Associates Retirement Savings Plan covers 134 participants in Louisiana, about 27% of the average Louisiana filer (state average ~495 per filing). Assets: $2M.

#7,437
in Healthcare & Social Assistance (20,060 peers)
-52.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schonberg & Associates Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Schonberg & Associates Retirement Savings Plan vs every filed plan by assets

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

$2,204,995 35th percentile higher than 35% 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

Schonberg & Associates Retirement Savings 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. Schonberg & Associates Retirement Savings Plan sits mid-pack in the medium band (134 participants).

Plan-year Form 5500 strip

Filing strip 161705476 · D.C. Schonberg & Associates LLC PY 2022 · 401(k)

Schonberg & Associates Retirement Savings Plan · $2M · 134 · 35th

  • PART $2M
  • PART 134
  • PART 35th
  • PART 401(k)
  • PART near Gsm 401(k) Plan
  • PART ind #7437

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 Healthcare & Social Assistance retirement plans → · Plans in Louisiana →

Schonberg & Associates Retirement Savings Plan in the asset neighbourhood

Schonberg & Associates Retirement Savings PlanSchonberg & Associates Retir…$2MGsm 401(k) Plan$2MLighthouse Financial Corp 401(k) Profit Sharing Plan & TrustLighthouse Financial Corp 40…$2MLake States Construction 401(k) PlanLake States Construction 401…$2MDubow Textile 401(k) Savings PlanDubow Textile 401(k) Savings…$2M
End-of-year total assets ($M) among Schonberg & Associates Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Louisiana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$2M
Net Income-$2M
Employer EIN161705476
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (D.C. Schonberg & Associates LLC)

Sponsor-wide plan assets over time

All D.C. Schonberg & Associates LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 39.938911426103004% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $2.2M $1.32M ▼ -40.0%
Year Plans Participants Total Assets
2022 1 134 $2M
2023 1 123 $2M
2024 1 156 $1M

Nearby 401(k) Plans in Louisiana

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

Schonberg & Associates Retirement Savings Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Schonberg & Associates Retirement Savings Plan, Total assets ($B): 0.002204995 · Participants: 134Schonberg & Associates Retirement Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.384808796 · Participants: 11580Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 1.885488107 · Participants: 23072Ochsner Clinic Foundation 401(k) PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.717744201 · Participants: 20184Amedisys Holding, LLC 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.716316398 · Participants: 12675Louisiana Children's Medical Center Retirement and Savings PlanLouisiana Health Service & Indemnity Co. Tax-Favored Savings Program, Total assets ($B): 0.490654262 · Participants: 3660Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program
Schonberg & Associates Retirement Savings Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Schonberg & Associates Retirement Savings Plan side-by-side with 3 peers →

Schonberg & Associates Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Gsm 401(k) Plan in RI ($2M); by covered participants it is The Blain Companies 401(k) Profit Sharing Plan in MS (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Schonberg & Associates Retirement Savings Plan assets move in 2022? ▼
Schonberg & Associates Retirement Savings Plan contracted severely - down 52.7% during 2022, from $5M to $2M. Reported net income was -$2M.
How have D.C. Schonberg & Associates LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), D.C. Schonberg & Associates LLC's sponsor-wide assets declined 39.9%, from $2M to $1M.
Which 401(k) plans are similar in size to Schonberg & Associates Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gsm 401(k) Plan in RI ($2M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Schonberg & Associates Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Blain Companies 401(k) Profit Sharing Plan in MS (134 participants, N/A 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 161705476.

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.