401(k) · DOL Form 5500 · 2023

Schenck USA Corp. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
155
Participants Small participant base
82nd
Percentile by assets National rank
$231,667
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Schenck USA Savings and Investment Plan · Sponsored by Schenck USA Corp. · New York · Manufacturing

$36M in assets, 155 participants

Schenck USA Corp.'s Schenck USA Savings and Investment Plan reported $36M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,868 in Manufacturing (18,722 peers)

Coverage in New York

Schenck USA Savings and Investment Plan covers 155 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $36M.

#13,868
in Manufacturing (18,722 peers)
+22.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Schenck USA Savings and Investment Plan's outsized position by total assets

Schenck USA Savings and Investment Plan vs every filed plan by assets

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

$35,908,450 Top 18% higher than 82% 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

Schenck USA Savings and Investment Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schenck USA Savings and Investment Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schenck USA Savings and Investment Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Schenck USA Savings and Investment Plan end-of-year assets rose from $29M in the plan year 2022 filing to $36M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 113474354 · Schenck USA Corp. PY 2023 · 401(k)

Schenck USA Savings and Investment Plan · $36M · 155 · 82nd

  • 5500 $36M
  • 5500 155
  • 5500 82nd
  • 5500 401(k)
  • 5500 near The Pictsweet Company 401(k) Retirement Plan
  • 5500 ind #13868

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 Manufacturing retirement plans → · Plans in New York →

Schenck USA Savings and Investment Plan in the asset neighbourhood

Schenck USA Savings and Investment PlanSchenck USA Savings and Inve…$36MThe Pictsweet Company 401(k) Retirement PlanThe Pictsweet Company 401(k)…$36MMcmenamins Pubs & Breweries 401(k) PlanMcmenamins Pubs & Breweries …$36MInterwell Health Partners 401(k) Savings PlanInterwell Health Partners 40…$36M401(k) Plan of Wisconsin Farm Bureau Federation and Affiliates401(k) Plan of Wisconsin Far…$36M
End-of-year total assets ($M) among Schenck USA Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$36M
Net Income$7M
Employer EIN113474354
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schenck USA Corp.)

Sponsor-wide plan assets over time

All Schenck USA Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 32.653978326331384% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29.4M $39M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 155 $29M
2023 1 155 $36M
2024 1 160 $39M

Nearby 401(k) Plans in New York

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

Schenck USA Savings and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Schenck USA Savings and Investment Plan, Total assets ($B): 0.03590845 · Participants: 155Schenck USA Savings and Investment 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
Schenck USA Savings and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Schenck USA Savings and Investment Plan side-by-side with 3 peers →

Schenck USA Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Pictsweet Company 401(k) Retirement Plan in TN ($36M); by covered participants it is Fraser Business Equipment Salary Deferral Plan in PA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Schenck USA Savings and Investment Plan assets move in 2023? ▼
Schenck USA Savings and Investment Plan grew sharply - up 22.3% during 2023, from $29M to $36M. Reported net income was $7M.
How have Schenck USA Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schenck USA Corp.'s sponsor-wide assets grew 32.7%, from $29M to $39M.
Where does Schenck USA Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Schenck USA Savings and Investment Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Schenck USA Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Pictsweet Company 401(k) Retirement Plan in TN ($36M, 1,241 participants).
Which 401(k) plans cover a similar participant headcount to Schenck USA Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fraser Business Equipment Salary Deferral Plan in PA (155 participants, $14M 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 113474354.

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.