401(k) · DOL Form 5500 · 2023
Clark, Schaefer, Hackett & Co. 401(k) Plan
Data updated 2026-08-25
- $121M
- Total assets Near avg plan size
- 578
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $209,698
- Avg per participant Above avg balance/head
Official DOL plan name: Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) · Sponsored by Clark, Schaefer, Hackett & Co. · Ohio · Professional & Technical Services
$121M in assets, 578 participants
Clark, Schaefer, Hackett & Co.'s Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) reported $121M in total assets and 578 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #19,030 in Professional & Technical Services (20,321 peers)
Where Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) sits by assets
Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) sits in the top 10% of all filed plans by assets, $121M for 578 participants (~$209,698/participant), up 16.0% in 2023.
- #19,030
- in Professional & Technical Services (20,321 peers)
- +16.0%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions)'s outsized position by total assets
Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$121,205,580 Top 8% higher than 92% 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
Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) 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. Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) sits mid-pack in the medium band (578 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) reported net income rose from -$19M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) end-of-year assets rose from $104M in the plan year 2022 filing to $121M in the plan year 2023 filing.
- Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) reported participants rose from 572 in the plan year 2022 filing to 578 in the plan year 2023 filing.
DOL schedule card
Filing strip 310800053 · Clark, Schaefer, Hackett & Co. PY 2023 · 401(k)
Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) · $121M · 578 · 92nd
- EIN $121M
- RANK 578
- PHOTO 92nd
- IND 401(k)
- EOY near Houston Pilots 401(k) Plan
- 5500 ind #19030
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 Ohio →
Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $104M |
|---|---|
| Net Assets (End of Year) | $121M |
| Net Income | $14M |
| Employer EIN | 310800053 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Clark, Schaefer, Hackett & Co.)
Sponsor-wide plan assets over time
All Clark, Schaefer, Hackett & Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 30.592909784732342% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 572 | $104M |
| 2023 | 1 | 578 | $121M |
| 2024 | 1 | 595 | $136M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions)'s out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Houston Pilots 401(k) Plan in TX ($121M); by covered participants it is Commissioning Agents Inc Employee Stock Ownership & 401(k) Plan in IN (578 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($121M here).
- Houston Pilots 401(k) Plan (TX) $121M · 126
- Meso Scale Diagnostics 401(k) Plan (MD) $121M · 846
- Darling Ingredients Inc. Hourly and Bargaining 401(k) Savings Plan (TX) $121M · 3,802
- Cross Retirement Plan (ME) $121M · 1,103
Similar participant headcount
Nearest other-state filings by covered participants (578 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.