401(k) · DOL Form 5500 · 2022

Schellman Compliance, LLC 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
348
Participants Below avg headcount
87th
Percentile by assets National rank
$131,120
Avg per participant Near avg balance/head
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Official DOL plan name: Schellman Compliance, LLC. 401(k) Profit Sharing Plan · Sponsored by Schellman Compliance, LLC · Florida · Professional & Technical Services

$46M in assets, 348 participants

Schellman Compliance, LLC's Schellman Compliance, LLC. 401(k) Profit Sharing Plan reported $46M in total assets and 348 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.

  • #19,004 in Professional & Technical Services (21,562 peers)

Where Schellman Compliance, LLC. 401(k) Profit Sharing Plan sits by assets

Schellman Compliance, LLC. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $46M for 348 participants (~$131,120/participant), down 3.2% in 2022.

#19,004
in Professional & Technical Services (21,562 peers)
-3.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schellman Compliance, LLC. 401(k) Profit Sharing Plan's outsized position by total assets

Schellman Compliance, LLC. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$45,629,894 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

Schellman Compliance, LLC. 401(k) Profit Sharing 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. Schellman Compliance, LLC. 401(k) Profit Sharing Plan sits mid-pack in the medium band (348 participants).

EBSA filing schedule strip

Filing strip 872465686 · Schellman Compliance, LLC PY 2022 · 401(k)

Schellman Compliance, LLC. 401(k) Profit Sharing Plan · $46M · 348 · 87th

  • BOOK $46M
  • BOOK 348
  • BOOK 87th
  • BOOK 401(k)
  • BOOK near Delta Dental Plan of New Hampshire, Inc. Discretionary Plan and Trust
  • BOOK ind #19004

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 Florida →

Schellman Compliance, LLC. 401(k) Profit Sharing Plan in the asset neighbourhood

The Gill Corporation Savings & Investment 401(k) PlanThe Gill Corporation Savings…$46MSchellman Compliance, LLC. 401(k) Profit Sharing PlanSchellman Compliance, LLC. 4…$46MDelta Dental Plan of New Hampshire, Inc. Discretionary Plan and TrustDelta Dental Plan of New Ham…$46MW.G. Clark Construction Co. Employee Savings and Profit Sharing PlanW.G. Clark Construction Co. …$46MBirla Carbon USA Employees Savings PlanBirla Carbon USA Employees S…$46M
End-of-year total assets ($M) among Schellman Compliance, LLC. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$46M
Net Income-$1M
Employer EIN872465686
Plan Effective Date2002-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schellman Compliance, LLC)

Sponsor-wide plan assets over time

All Schellman Compliance, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$83M 82.34795373401481% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $45.6M $83.2M ▲ +82.4%
Year Plans Participants Total Assets
2022 1 348 $46M
2023 1 488 $66M
2024 1 528 $83M

Nearby 401(k) Plans in Florida

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

Schellman Compliance, LLC. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Schellman Compliance, LLC. 401(k) Profit Sharing Plan, Total assets ($B): 0.045629894 · Participants: 348Schellman Compliance, LLC. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Schellman Compliance, LLC. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Schellman Compliance, LLC. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Schellman Compliance, LLC. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Delta Dental Plan of New Hampshire, Inc. Discretionary Plan and Trust in NH ($46M); by covered participants it is Rincon Consultants, Inc. 401(k) and Profit Sharing Plan in CA (348 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (348 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 Schellman Compliance, LLC. 401(k) Profit Sharing Plan assets move in 2022? ▼
Schellman Compliance, LLC. 401(k) Profit Sharing Plan edged down modestly - down 3.2% during 2022, from $47M to $46M. Reported net income was -$1M.
How have Schellman Compliance, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schellman Compliance, LLC's sponsor-wide assets grew 82.3%, from $46M to $83M.
Where does Schellman Compliance, LLC. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Schellman Compliance, LLC. 401(k) Profit Sharing Plan 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 401(k) plans are similar in size to Schellman Compliance, LLC. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Delta Dental Plan of New Hampshire, Inc. Discretionary Plan and Trust in NH ($46M, 209 participants).
Which 401(k) plans cover a similar participant headcount to Schellman Compliance, LLC. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rincon Consultants, Inc. 401(k) and Profit Sharing Plan in CA (348 participants, $24M 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 872465686.

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.