401(k) · DOL Form 5500 · 2023

Plattner Schneidman Schneider & Jeffries, P.C. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 18
Participants Small participant base: 54th
Percentile by assets National rank: $455,884
Avg per participant High balance/head

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Official DOL plan name: Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust · Sponsored by Plattner Schneidman Schneider & Jeffries, P.C. · Arizona · Professional & Technical Services

$8M in assets, 18 participants

Plattner Schneidman Schneider & Jeffries, P.C.'s Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust reported $8M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

#10,728 in Professional & Technical Services (20,321 peers)

2023 asset change

Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust grew at a solid clip 12.1% in 2023 ($7M → $8M) for 18 participants.

#10,728
in Professional & Technical Services (20,321 peers): +12.1%
assets growth YoY

Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust vs every filed plan by assets

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

$8,205,912 Top 46% higher than 54% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust is a small filing (18 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust reported net income rose from -$970K in the plan year 2022 filing to $888K in the plan year 2023 filing.
Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 860217327 · Plattner Schneidman Schneider & Jeffries, P.C. PY 2023 · 401(k)

Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust · $8M · 18 · 54th

TYPE $8M
TYPE 18
TYPE 54th
TYPE 401(k)
TYPE near Dorsch Ford 401(k) Profit Sharing Plan
TYPE ind #10728

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 Arizona →

End-of-year total assets ($M) among Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Plattner Schneidman Schneider & Jeffries, P.C. years around the 2023 move

Latest sponsor-wide plan assets: $7M 8.820710330376242% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	18	$7M
2023	1	18	$8M
2024	1	20	$7M

2023 asset-move particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$8M
Net Income	$888K
Employer EIN	860217327
Plan Effective Date	1992-06-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

Compare Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust side-by-side with 3 peers →

Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Dorsch Ford 401(k) Profit Sharing Plan in WI ($8M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Dorsch Ford 401(k) Profit Sharing Plan (WI) $8M · 172
Savings Plan for the Employees of Mcgee Corporation (NC) $8M · 121
Fountain Trust Company Savings and Retirement Plan (IN) $8M · 145
Farmington Foods, Inc. Profit Sharing and Savings Plan (IL) $8M · 51

Similar participant headcount

Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.

Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust (CA) 18 · 0 off
Philotechnics, Ltd. 401(k) Plan (TN) 18 · 0 off
Rubini Enterprises, Inc. 401(k) Profit Sharing Plan (OH) 18 · 0 off
Children's Anesthesia Medical Group, Inc. 401(k) Profit Sharing Plan and Trust (CA) 18 · 0 off

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 Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust assets move in 2023? ▼

Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust grew at a solid clip - up 12.1% during 2023, from $7M to $8M. Reported net income was $888K.

How have Plattner Schneidman Schneider & Jeffries, P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Plattner Schneidman Schneider & Jeffries, P.C.'s sponsor-wide assets declined 8.8%, from $7M to $7M.

Which 401(k) plans are similar in size to Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Dorsch Ford 401(k) Profit Sharing Plan in WI ($8M, 172 participants).

Which 401(k) plans cover a similar participant headcount to Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M 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 860217327.