401(k) · DOL Form 5500 · 2023

Fellers, Schewe, Scott & Roberts, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
15
Participants Small participant base
58th
Percentile by assets National rank
$641,227
Avg per participant High balance/head
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Official DOL plan name: Fellers, Schewe, Scott & Roberts 401(k) Plan · Sponsored by Fellers, Schewe, Scott & Roberts, Inc. · Georgia · Real Estate

$10M in assets, 15 participants

Fellers, Schewe, Scott & Roberts, Inc.'s Fellers, Schewe, Scott & Roberts 401(k) Plan reported $10M in total assets and 15 participants in its 2023 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.

  • #3,555 in Real Estate (4,727 peers)

Fellers, Schewe, Scott & Roberts, Inc. multi-year trail

Fellers, Schewe, Scott & Roberts, Inc.'s plans moved +29.2% in assets from 2022 to 2024; this filing shows Fellers, Schewe, Scott & Roberts 401(k) Plan at $10M / 15 participants.

#3,555
in Real Estate (4,727 peers)
+17.9%
assets growth YoY

Fellers, Schewe, Scott & Roberts 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Fellers, Schewe, Scott & Roberts 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,618,403 Top 42% higher than 58% of 127,068 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 2023

Fellers, Schewe, Scott & Roberts 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fellers, Schewe, Scott & Roberts 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fellers, Schewe, Scott & Roberts 401(k) Plan reported net income rose from -$913K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Fellers, Schewe, Scott & Roberts 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Fellers, Schewe, Scott & Roberts 401(k) Plan reported participants fell from 16 in the plan year 2022 filing to 15 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 581925466 · Fellers, Schewe, Scott & Roberts, Inc. PY 2023 · 401(k)

Fellers, Schewe, Scott & Roberts 401(k) Plan · $10M · 15 · 58th

  • SCH $10M
  • SCH 15
  • SCH 58th
  • SCH 401(k)
  • SCH near Innovatus Imaging Corporation 401(k) Plan
  • SCH ind #3555

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 Real Estate retirement plans → · Plans in Georgia →

Fellers, Schewe, Scott & Roberts 401(k) Plan in the asset neighbourhood

Fellers, Schewe, Scott & Roberts 401(k) PlanFellers, Schewe, Scott & Rob…$10MInnovatus Imaging Corporation 401(k) PlanInnovatus Imaging Corporatio…$10MBill Doran Company Employee Savings and Retirement PlanBill Doran Company Employee …$10MGary S. Wetreich, Dds Profit Sharing PlanGary S. Wetreich, Dds Profit…$10MHillcrest Family Services Union and Non-Union 401(k) PlanHillcrest Family Services Un…$10M
End-of-year total assets ($M) among Fellers, Schewe, Scott & Roberts 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fellers, Schewe, Scott & Roberts, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fellers, Schewe, Scott & Roberts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 29.220766964255073% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $8.16M $10.5M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 16 $8M
2023 1 15 $10M
2024 1 16 $11M

Fellers, Schewe, Scott & Roberts, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN581925466
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Fellers, Schewe, Scott & Roberts 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Fellers, Schewe, Scott & Roberts 401(k) Plan, Total assets ($B): 0.009618403 · Participants: 15Fellers, Schewe, Scott & Roberts 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Fellers, Schewe, Scott & Roberts 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Fellers, Schewe, Scott & Roberts 401(k) Plan side-by-side with 3 peers →

Fellers, Schewe, Scott & Roberts 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Innovatus Imaging Corporation 401(k) Plan in PA ($10M); by covered participants it is Nittfan Inc. 401(k) Plan in PA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fellers, Schewe, Scott & Roberts 401(k) Plan assets move in 2023? ▼
Fellers, Schewe, Scott & Roberts 401(k) Plan grew sharply - up 17.9% during 2023, from $8M to $10M. Reported net income was $1M.
How have Fellers, Schewe, Scott & Roberts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fellers, Schewe, Scott & Roberts, Inc.'s sponsor-wide assets grew 29.2%, from $8M to $11M.
Which 401(k) plans are similar in size to Fellers, Schewe, Scott & Roberts 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Innovatus Imaging Corporation 401(k) Plan in PA ($10M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Fellers, Schewe, Scott & Roberts 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nittfan Inc. 401(k) Plan in PA (15 participants, $611K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 581925466.

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.