401(k)
2023 plan-year 401(k) DOL Form 5500

Schrodinger, Inc. 401(k) Profit Sharing Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Schrodinger, Inc. · Oregon · Professional & Technical Services

What the 2023 filing shows

Schrodinger, Inc. 401(k) Profit Sharing Plan & Trust holds $103M for 574 participants — about $179,279 per participant, up 41.9% over the 2023 plan year.

$103M
total plan assets (2023 EOY)
574
covered participants
$179,279
avg assets per participant
+41.9%
assets growth YoY
Total Assets (2023)
$103M
Participants
574
State
Industry
Professional & Technical Services

What the Filing Says About Schrodinger, Inc. 401(k) Profit Sharing Plan & Trust

Schrodinger, Inc. 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by Schrodinger, Inc., headquartered in Oregon. As of the 2023 Form 5500 filing, the plan reports $103M in total end-of-year assets and covers 574 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 954284541, and the plan has been effective since 1999-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $73M at the beginning of 2023 to $103M at year-end — a gain of 41.9%. Net assets (after liabilities) closed the year at $103M, with reported net income of $30M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$73M
Total Assets (End of Year)$103M
Net Assets (End of Year)$103M
Net Income$30M
Plan Type401(k)
Employer EIN954284541
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schrodinger, Inc.)

Year Plans Participants Total Assets
2022 1 500 $73M
2023 1 574 $103M
2024 1 625 $135M

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Frequently Asked Questions

How much money is in the Schrodinger, Inc. 401(k) Profit Sharing Plan & Trust?
As of the 2023 Form 5500 filing, Schrodinger, Inc. 401(k) Profit Sharing Plan & Trust holds $103M in total assets with 574 participants. It is sponsored by Schrodinger, Inc..
What type of plan is Schrodinger, Inc. 401(k) Profit Sharing Plan & Trust?
Schrodinger, Inc. 401(k) Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 1999-01-01. The plan is filed with the U.S. Department of Labor under EIN 954284541.
Who sponsors the Schrodinger, Inc. 401(k) Profit Sharing Plan & Trust?
Schrodinger, Inc. 401(k) Profit Sharing Plan & Trust is sponsored by Schrodinger, Inc., located in Oregon. The sponsor's EIN is 954284541 and the plan operates in the Professional & Technical Services industry.
How did Schrodinger, Inc. 401(k) Profit Sharing Plan & Trust perform in 2023?
Schrodinger, Inc. 401(k) Profit Sharing Plan & Trust grew by 41.9% during 2023, moving from $73M to $103M in total assets. Net income was $30M.
Where can I find official filings for Schrodinger, Inc. 401(k) Profit Sharing Plan & Trust?
Official Form 5500 filings for Schrodinger, Inc. 401(k) Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 954284541 or plan name at efast.dol.gov.
How does Schrodinger, Inc. 401(k) Profit Sharing Plan & Trust compare to other plans?
You can compare Schrodinger, Inc. 401(k) Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in Oregon on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 954284541.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.