401(k) · DOL Form 5500 · 2023

Schultze Asset Management, LP 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
24th
Percentile by assets National rank
$152,660
Avg per participant Above avg balance/head
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Official DOL plan name: Schultze Asset Management Profit Sharing Plan · Sponsored by Schultze Asset Management, LP · New York · Professional & Technical Services

$1M in assets, 7 participants

Schultze Asset Management, LP's Schultze Asset Management Profit Sharing Plan reported $1M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,962 in Professional & Technical Services (20,321 peers)

Schultze Asset Management, LP multi-year trail

Schultze Asset Management, LP's plans moved +47.2% in assets from 2022 to 2024; this filing shows Schultze Asset Management Profit Sharing Plan at $1M / 7 participants.

#3,962
in Professional & Technical Services (20,321 peers)
+21.7%
assets growth YoY

Schultze Asset Management Profit Sharing Plan among the smaller filed plans by assets

Schultze Asset Management Profit Sharing Plan vs every filed plan by assets

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

$1,068,617 24th percentile higher than 24% 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

Schultze Asset Management Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schultze Asset Management Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schultze Asset Management Profit Sharing Plan reported net income rose from -$56K in the plan year 2022 filing to $191K in the plan year 2023 filing.
  • Schultze Asset Management Profit Sharing Plan end-of-year assets rose from $878K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Schultze Asset Management Profit Sharing Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 223563247 · Schultze Asset Management, LP PY 2023 · 401(k)

Schultze Asset Management Profit Sharing Plan · $1M · 7 · 24th

  • TYPE $1M
  • NET 7
  • BOOK 24th
  • VS-ST 401(k)
  • BOY near Tahoe Construction Mgmt & Sales, Inc. 401(k) Profit Sharing Plan and Trust
  • SCH ind #3962

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 New York →

Schultze Asset Management Profit Sharing Plan in the asset neighbourhood

Schultze Asset Management Profit Sharing PlanSchultze Asset Management Pr…$1MTahoe Construction Mgmt & Sales, Inc. 401(k) Profit Sharing Plan and TrustTahoe Construction Mgmt & Sa…$1MHcas LLC 401(k) Plan$1MD & E Screw Machine Products I 401(k) Profit Sharing Plan & TrustD & E Screw Machine Products…$1MFraser Mccombs Capital II LLC 401(k) Profit Sharing Plan & TrustFraser Mccombs Capital II LL…$1M
End-of-year total assets ($M) among Schultze Asset Management Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Schultze Asset Management, LP multi-year asset trail

Sponsor-wide plan assets over time

All Schultze Asset Management, LP plans reported in each filing year

Latest sponsor-wide plan assets
$1M 47.21885254957975% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.88M $1.29M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 6 $878K
2023 1 7 $1M
2024 1 5 $1M

Schultze Asset Management, LP filing trail (2023)

Total Assets (Beginning of Year)$878K
Net Assets (End of Year)$1M
Net Income$191K
Employer EIN223563247
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Schultze Asset Management Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Schultze Asset Management Profit Sharing Plan, Total assets ($B): 0.001068617 · Participants: 7Schultze Asset Management Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Schultze Asset Management Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Schultze Asset Management Profit Sharing Plan side-by-side with 3 peers →

Schultze Asset Management Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tahoe Construction Mgmt & Sales, Inc. 401(k) Profit Sharing Plan and Trust in NV ($1M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Schultze Asset Management Profit Sharing Plan assets move in 2023? ▼
Schultze Asset Management Profit Sharing Plan grew sharply - up 21.7% during 2023, from $878K to $1M. Reported net income was $191K.
How have Schultze Asset Management, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schultze Asset Management, LP's sponsor-wide assets grew 47.2%, from $878K to $1M.
Where does Schultze Asset Management Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Schultze Asset Management Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Schultze Asset Management Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tahoe Construction Mgmt & Sales, Inc. 401(k) Profit Sharing Plan and Trust in NV ($1M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Schultze Asset Management Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A 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 223563247.

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.