401(k) · DOL Form 5500 · 2023

Schwabe, Williamson & Wyatt, P.C. 401(k) Plan

Data updated 2026-08-25

$153M
Total assets Near avg plan size
297
Participants Below avg headcount
94th
Percentile by assets National rank
$514,999
Avg per participant High balance/head
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Official DOL plan name: Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan · Sponsored by Schwabe, Williamson & Wyatt, P.C. · Oregon · Professional & Technical Services

$153M in assets, 297 participants

Schwabe, Williamson & Wyatt, P.C.'s Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan reported $153M in total assets and 297 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,269 in Professional & Technical Services (20,321 peers)

Where Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan sits by assets

Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $153M for 297 participants (~$514,999/participant), up 14.0% in 2023.

#19,269
in Professional & Technical Services (20,321 peers)
+14.0%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$152,954,650 Top 6% higher than 94% 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

Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing 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. Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan reported net income rose from -$31M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $134M in the plan year 2022 filing to $153M in the plan year 2023 filing.
  • Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan reported participants fell from 311 in the plan year 2022 filing to 297 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 931130272 · Schwabe, Williamson & Wyatt, P.C. PY 2023 · 401(k)

Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan · $153M · 297 · 94th

  • VS-ST $153M
  • VS-ST 297
  • VS-ST 94th
  • VS-ST 401(k)
  • VS-ST near Hanson Bridgett LLP Profit Sharing Plan
  • VS-ST ind #19269

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 Oregon →

Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Oclc Matching Thrift Plan$153MFarmers & Merchants Bank of Long Beach Profit Sharing and 401(k) PlanFarmers & Merchants Bank of …$153MSchwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing PlanSchwabe, Williamson & Wyatt,…$153MHanson Bridgett LLP Profit Sharing PlanHanson Bridgett LLP Profit S…$153MJordan's Furniture Company 401(k) Savings PlanJordan's Furniture Company 4…$153M
End-of-year total assets ($M) among Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$153M
Net Income$19M
Employer EIN931130272
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schwabe, Williamson & Wyatt, P.C.)

Sponsor-wide plan assets over time

All Schwabe, Williamson & Wyatt, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$156M 16.373042476632296% vs 2022
2024 filing year
$130M$140M$150M$160M 202220232024 $134M $156M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 311 $134M
2023 1 297 $153M
2024 1 309 $156M

Nearby 401(k) Plans in Oregon

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

Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.15295465 · Participants: 297Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Hanson Bridgett LLP Profit Sharing Plan in CA ($153M); by covered participants it is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan grew at a solid clip - up 14.0% during 2023, from $134M to $153M. Reported net income was $19M.
How have Schwabe, Williamson & Wyatt, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schwabe, Williamson & Wyatt, P.C.'s sponsor-wide assets grew 16.4%, from $134M to $156M.
Where does Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hanson Bridgett LLP Profit Sharing Plan in CA ($153M, 260 participants).
Which 401(k) plans cover a similar participant headcount to Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 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 931130272.

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.