401(k) · DOL Form 5500 · 2023

Schultheis & Panettieri, LLP 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
162
Participants Small participant base
87th
Percentile by assets National rank
$345,648
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan · Sponsored by Schultheis & Panettieri, LLP · New York · Professional & Technical Services

$56M in assets, 162 participants

Schultheis & Panettieri, LLP's Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan reported $56M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,845 in Professional & Technical Services (20,321 peers)

Coverage in New York

Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan covers 162 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $56M.

#17,845
in Professional & Technical Services (20,321 peers)
+25.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan's outsized position by total assets

Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan vs every filed plan by assets

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

$55,994,953 Top 13% higher than 87% 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

Schultheis & Panettieri, LLP 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. Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan reported net income rose from -$11M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan end-of-year assets rose from $45M in the plan year 2022 filing to $56M in the plan year 2023 filing.
  • Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan reported participants rose from 133 in the plan year 2022 filing to 162 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 131577780 · Schultheis & Panettieri, LLP PY 2023 · 401(k)

Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan · $56M · 162 · 87th

  • SCH $56M
  • SCH 162
  • SCH 87th
  • SCH 401(k)
  • SCH near Innocean Worldwide Americas, LLC 401(k) Plan
  • SCH ind #17845

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 →

Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan in the asset neighbourhood

Town & Country Markets, Inc. Retirement Savings PlanTown & Country Markets, Inc.…$56MSchultheis & Panettieri, LLP 401(k)/Profit Sharing PlanSchultheis & Panettieri, LLP…$56MInnocean Worldwide Americas, LLC 401(k) PlanInnocean Worldwide Americas,…$56MFirst Onsite 401(k) Plan$56MEllwood Crankshaft Group 401(k) Savings PlanEllwood Crankshaft Group 401…$56M
End-of-year total assets ($M) among Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$56M
Net Income$11M
Employer EIN131577780
Plan Effective Date2007-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schultheis & Panettieri, LLP)

Sponsor-wide plan assets over time

All Schultheis & Panettieri, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$67M 48.83883845408486% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $44.8M $66.6M ▲ +48.8%
Year Plans Participants Total Assets
2022 1 133 $45M
2023 1 162 $56M
2024 1 165 $67M

Nearby 401(k) Plans in New York

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

Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan, Total assets ($B): 0.055994953 · Participants: 162Schultheis & Panettieri, LLP 401(k)/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
Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan side-by-side with 3 peers →

Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Innocean Worldwide Americas, LLC 401(k) Plan in CA ($56M); by covered participants it is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan assets move in 2023? ▼
Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan grew sharply - up 25.1% during 2023, from $45M to $56M. Reported net income was $11M.
How have Schultheis & Panettieri, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schultheis & Panettieri, LLP's sponsor-wide assets grew 48.8%, from $45M to $67M.
Where does Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan ranks in the 87th 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 Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Innocean Worldwide Americas, LLC 401(k) Plan in CA ($56M, 595 participants).
Which 401(k) plans cover a similar participant headcount to Schultheis & Panettieri, LLP 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 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 131577780.

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.