401(k) · DOL Form 5500 · 2023

Schneider Wallace Cottrell Kon 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
115
Participants Small participant base
49th
Percentile by assets National rank
$55,677
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Schneider Wallace Cottrell Kon 401(k) Profit Sharing Plan & Trust · Sponsored by Schneider Wallace Cottrell Kon · California · Professional & Technical Services

$6M in assets, 115 participants

Schneider Wallace Cottrell Kon's Schneider Wallace Cottrell Kon 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,642 in Professional & Technical Services (20,321 peers)

Coverage in California

Schneider Wallace Cottrell Kon 401(k) Profit Sharing Plan & Trust covers 115 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $6M.

#9,642
in Professional & Technical Services (20,321 peers)
+33.4%
assets growth YoY

Schneider Wallace Cottrell Kon 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Schneider Wallace Cottrell Kon 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$6,402,898 49th percentile higher than 49% 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

Schneider Wallace Cottrell Kon 401(k) Profit Sharing Plan & Trust 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. Schneider Wallace Cottrell Kon 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (115 participants).

DOL schedule card

Filing strip 261726163 · Schneider Wallace Cottrell Kon PY 2023 · 401(k)

Schneider Wallace Cottrell Kon 401(k) Profit Sharing Plan & Trust · $6M · 115 · 49th

  • EBSA $6M
  • EBSA 115
  • EBSA 49th
  • EBSA 401(k)
  • EBSA near Meals on Wheels People, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #9642

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 California →

Schneider Wallace Cottrell Kon 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Schneider Wallace Cottrell Kon 401(k) Profit Sharing Plan & TrustSchneider Wallace Cottrell K…$6MMeals on Wheels People, Inc. 401(k) Profit Sharing PlanMeals on Wheels People, Inc.…$6MGeographic Expeditions 401(k) PlanGeographic Expeditions 401(k…$6MThe Burr Brothers Boats, Inc. 401(k) & Profit Sharing PlanThe Burr Brothers Boats, Inc…$6MCenturion Cares Inc. 401(k) Savings PlanCenturion Cares Inc. 401(k) …$6M
End-of-year total assets ($M) among Schneider Wallace Cottrell Kon 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN261726163
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Schneider Wallace Cottrell Kon 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Schneider Wallace Cottrell Kon 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.006402898 · Participants: 115Schneider Wallace Cottrell Kon 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Schneider Wallace Cottrell Kon 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Schneider Wallace Cottrell Kon 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Schneider Wallace Cottrell Kon 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Meals on Wheels People, Inc. 401(k) Profit Sharing Plan in OR ($6M); by covered participants it is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Schneider Wallace Cottrell Kon 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Schneider Wallace Cottrell Kon 401(k) Profit Sharing Plan & Trust surged - up 33.4% during 2023, from $5M to $6M. Reported net income was $2M.
Which 401(k) plans are similar in size to Schneider Wallace Cottrell Kon 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Meals on Wheels People, Inc. 401(k) Profit Sharing Plan in OR ($6M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Schneider Wallace Cottrell Kon 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 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 261726163.

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.