Profit Sharing · DOL Form 5500 · 2022

William Schappell & Sons, Inc. Profit Sharing Plan

Data updated 2026-08-25

$657K
Total assets Small plan by assets
5
Participants Small participant base
21st
Percentile by assets National rank
$131,333
Avg per participant Near avg balance/head
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Official DOL plan name: William Schappell & Sons, Inc. Profit Sharing Plan · Sponsored by William Schappell & Sons, Inc. · New Jersey · Retail Trade

$657K in assets, 5 participants

William Schappell & Sons, Inc.'s William Schappell & Sons, Inc. Profit Sharing Plan reported $657K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,895 in Retail Trade (9,519 peers)

William Schappell & Sons, Inc. multi-year trail

William Schappell & Sons, Inc.'s plans moved +26.2% in assets from 2022 to 2024; this filing shows William Schappell & Sons, Inc. Profit Sharing Plan at $657K / 5 participants.

#2,895
in Retail Trade (9,519 peers)
-14.8%
assets change YoY

The plan reported a net loss of $114K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

William Schappell & Sons, Inc. Profit Sharing Plan among the smaller filed plans by assets

William Schappell & Sons, Inc. Profit Sharing Plan vs every filed plan by assets

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

$656,663 21st percentile higher than 21% 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

William Schappell & Sons, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William Schappell & Sons, Inc. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 222130217 · William Schappell & Sons, Inc. PY 2022 · Profit Sharing

William Schappell & Sons, Inc. Profit Sharing Plan · $657K · 5 · 21st

  • PHOTO $657K
  • PHOTO 5
  • PHOTO 21st
  • PHOTO Profit Sharing
  • PHOTO near Community Forward Sf, Inc. 403(b) Plan
  • PHOTO ind #2895

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 Jersey →

William Schappell & Sons, Inc. Profit Sharing Plan in the asset neighbourhood

William Schappell & Sons, Inc. Profit Sharing PlanWilliam Schappell & Sons, In…$657KCommunity Forward Sf, Inc. 403(b) PlanCommunity Forward Sf, Inc. 4…$657KClub Conley Inc. Retirement PlanClub Conley Inc. Retirement …$657KD. Mieses Llavat Retirement PlanD. Mieses Llavat Retirement …$657KCollins Visual Communications, Inc.Collins Visual Communication…$656K
End-of-year total assets ($M) among William Schappell & Sons, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

William Schappell & Sons, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All William Schappell & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$829K 26.16867403828143% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M 202220232024 $0.66M $0.83M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 5 $657K
2023 1 5 $756K
2024 1 5 $829K

William Schappell & Sons, Inc. filing trail (2022)

Total Assets (Beginning of Year)$771K
Net Assets (End of Year)$657K
Net Income-$114K
Employer EIN222130217
Plan Effective Date1991-12-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Jersey

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

William Schappell & Sons, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants William Schappell & Sons, Inc. Profit Sharing Plan, Total assets ($B): 0.000656663 · Participants: 5William Schappell & Sons, Inc. Profit Sharing PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.170942715 · Participants: 2189Ernst & Young Partnership Retirement (Hr-10) PlanPrinceton University Retirement Plan, Total assets ($B): 1.829863121 · Participants: 8141Princeton University Retirement PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.328796729 · Participants: 10006Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.300397825 · Participants: 8556Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.592706172 · Participants: 3061IBEW Local Union No 102 Surety Plan
William Schappell & Sons, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare William Schappell & Sons, Inc. Profit Sharing Plan side-by-side with 3 peers →

William Schappell & Sons, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Community Forward Sf, Inc. 403(b) Plan in CA ($657K); by covered participants it is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($657K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 William Schappell & Sons, Inc. Profit Sharing Plan assets move in 2022? ▼
William Schappell & Sons, Inc. Profit Sharing Plan pulled back noticeably - down 14.8% during 2022, from $771K to $657K. Reported net income was -$114K.
How have William Schappell & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Schappell & Sons, Inc.'s sponsor-wide assets grew 26.2%, from $657K to $829K.
Where does William Schappell & Sons, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
William Schappell & Sons, Inc. Profit Sharing Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to William Schappell & Sons, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Community Forward Sf, Inc. 403(b) Plan in CA ($657K, 111 participants).
Which Profit Sharing plans cover a similar participant headcount to William Schappell & Sons, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 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 222130217.

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.