Defined Benefit (Pension) · DOL Form 5500 · 2023

Schulte Roth & Zabel LLP Pension Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
91
Participants Small participant base
82nd
Percentile by assets National rank
$411,711
Avg per participant High balance/head
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Official DOL plan name: Schulte Roth & Zabel LLP Partners' Cash Balance Plan · Sponsored by Schulte Roth & Zabel LLP · New York · Professional & Technical Services

$37M in assets, 91 participants

Schulte Roth & Zabel LLP's Schulte Roth & Zabel LLP Partners' Cash Balance Plan reported $37M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,850 in Professional & Technical Services (20,321 peers)

Where Schulte Roth & Zabel LLP Partners' Cash Balance Plan sits by assets

Schulte Roth & Zabel LLP Partners' Cash Balance Plan sits in the top quartile of all filed plans by assets, $37M for 91 participants (~$411,711/participant), up 9.6% in 2023.

#16,850
in Professional & Technical Services (20,321 peers)
+9.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Schulte Roth & Zabel LLP Partners' Cash Balance Plan's outsized position by total assets

Schulte Roth & Zabel LLP Partners' Cash Balance Plan vs every filed plan by assets

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

$37,465,726 Top 18% higher than 82% 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

Schulte Roth & Zabel LLP Partners' Cash Balance Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schulte Roth & Zabel LLP Partners' Cash Balance Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schulte Roth & Zabel LLP Partners' Cash Balance Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Schulte Roth & Zabel LLP Partners' Cash Balance Plan reported participants rose from 79 in the plan year 2022 filing to 91 in the plan year 2023 filing.
  • Schulte Roth & Zabel LLP Partners' Cash Balance Plan end-of-year assets rose from $34M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 132633996 · Schulte Roth & Zabel LLP PY 2023 · Defined Benefit (Pension)

Schulte Roth & Zabel LLP Partners' Cash Balance Plan · $37M · 91 · 82nd

  • PHOTO $37M
  • PHOTO 91
  • PHOTO 82nd
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Cash Balance Retirement Plan for Registered Nurses of Butler Memorial Hospital
  • PHOTO ind #16850

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 →

Schulte Roth & Zabel LLP Partners' Cash Balance Plan in the asset neighbourhood

Pacificsource Pension Plan$38MCash Balance Retirement Plan for Registered Nurses of Butler Memorial HospitalCash Balance Retirement Plan…$38MSchulte Roth & Zabel LLP Partners' Cash Balance PlanSchulte Roth & Zabel LLP Par…$37MLloyd's Register Americas, Inc. Retirement Plan for United States EmployeesLloyd's Register Americas, I…$37MEntrust Datacard Corporation Employees' Pension PlanEntrust Datacard Corporation…$37M
End-of-year total assets ($M) among Schulte Roth & Zabel LLP Partners' Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$37M
Net Income$3M
Employer EIN132633996
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schulte Roth & Zabel LLP)

Sponsor-wide plan assets over time

All Schulte Roth & Zabel LLP plans reported in each filing year

Latest sponsor-wide plan assets
$549M 14.337336975059472% vs 2022
2023 filing year
$450M$500M$550M$600M 20222023 $480M $549M ▲ +14.3%
Year Plans Participants Total Assets
2022 6 942 $480M
2023 6 1,034 $549M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Schulte Roth & Zabel LLP Partners' Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Schulte Roth & Zabel LLP Partners' Cash Balance Plan, Total assets ($B): 0.037465726 · Participants: 91Schulte Roth & Zabel LLP Partners' Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Schulte Roth & Zabel LLP Partners' Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Schulte Roth & Zabel LLP Partners' Cash Balance Plan side-by-side with 3 peers →

Schulte Roth & Zabel LLP Partners' Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Cash Balance Retirement Plan for Registered Nurses of Butler Memorial Hospital in PA ($38M); by covered participants it is Maher Terminals LLC Pension Trust in NJ (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Schulte Roth & Zabel LLP Partners' Cash Balance Plan assets move in 2023? ▼
Schulte Roth & Zabel LLP Partners' Cash Balance Plan grew at a solid clip - up 9.6% during 2023, from $34M to $37M. Reported net income was $3M.
How have Schulte Roth & Zabel LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Schulte Roth & Zabel LLP's sponsor-wide assets grew 14.3%, from $480M to $549M.
Where does Schulte Roth & Zabel LLP Partners' Cash Balance Plan rank by assets among Form 5500 filers? ▼
Schulte Roth & Zabel LLP Partners' Cash Balance Plan ranks in the 82nd 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 Defined Benefit (Pension) plans are similar in size to Schulte Roth & Zabel LLP Partners' Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cash Balance Retirement Plan for Registered Nurses of Butler Memorial Hospital in PA ($38M, 500 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Schulte Roth & Zabel LLP Partners' Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Maher Terminals LLC Pension Trust in NJ (91 participants, $90M 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 132633996.

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.