Other · DOL Form 5500 · 2023

Schulte Roth & Zabel LLP Retirement Plan

Data updated 2026-08-25

$126M
Total assets Near avg plan size
147
Participants Small participant base
93rd
Percentile by assets National rank
$855,402
Avg per participant High balance/head
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Official DOL plan name: Schulte Roth & Zabel LLP Supplemental Retirement Plan · Sponsored by Schulte Roth & Zabel LLP · New York · Professional & Technical Services

$126M in assets, 147 participants

Schulte Roth & Zabel LLP's Schulte Roth & Zabel LLP Supplemental Retirement Plan reported $126M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,081 in Professional & Technical Services (20,321 peers)

Coverage in New York

Schulte Roth & Zabel LLP Supplemental Retirement Plan covers 147 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $126M.

#19,081
in Professional & Technical Services (20,321 peers)
+9.6%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Schulte Roth & Zabel LLP Supplemental Retirement Plan's outsized position by total assets

Schulte Roth & Zabel LLP Supplemental Retirement Plan vs every filed plan by assets

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

$125,744,165 Top 7% higher than 93% 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 Supplemental Retirement 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. Schulte Roth & Zabel LLP Supplemental Retirement Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schulte Roth & Zabel LLP Supplemental Retirement Plan reported net income rose from -$36M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Schulte Roth & Zabel LLP Supplemental Retirement Plan reported participants rose from 128 in the plan year 2022 filing to 147 in the plan year 2023 filing.
  • Schulte Roth & Zabel LLP Supplemental Retirement Plan end-of-year assets rose from $115M in the plan year 2022 filing to $126M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 132633996 · Schulte Roth & Zabel LLP PY 2023 · Other

Schulte Roth & Zabel LLP Supplemental Retirement Plan · $126M · 147 · 93rd

  • 5500 $126M
  • ASSETS 147
  • PCT 93rd
  • EIN Other
  • RANK near Defender Association of Philadelphia Tax Deferred Annuity Plan
  • PHOTO ind #19081

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 Supplemental Retirement Plan in the asset neighbourhood

Defender Association of Philadelphia Tax Deferred Annuity PlanDefender Association of Phil…$126MKalamazoo College Defined Contribution Retirement PlanKalamazoo College Defined Co…$126MSchulte Roth & Zabel LLP Supplemental Retirement PlanSchulte Roth & Zabel LLP Sup…$126MUniversities Space Research Association 403(b) Retirement PlanUniversities Space Research …$126MSaint Anselm College Defined Contribution Retirement PlanSaint Anselm College Defined…$126M
End-of-year total assets ($M) among Schulte Roth & Zabel LLP Supplemental Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$126M
Net Income$11M
Employer EIN132633996
Plan Effective Date1989-01-01
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 Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Schulte Roth & Zabel LLP Supplemental Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Schulte Roth & Zabel LLP Supplemental Retirement Plan, Total assets ($B): 0.125744165 · Participants: 147Schulte Roth & Zabel LLP Supplemental Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Schulte Roth & Zabel LLP Supplemental Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Schulte Roth & Zabel LLP Supplemental Retirement Plan side-by-side with 3 peers →

Schulte Roth & Zabel LLP Supplemental Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Defender Association of Philadelphia Tax Deferred Annuity Plan in PA ($126M); by covered participants it is Autry Museum of the American West 403(b) Plan in CA (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Supplemental Retirement Plan assets move in 2023? ▼
Schulte Roth & Zabel LLP Supplemental Retirement Plan grew at a solid clip - up 9.6% during 2023, from $115M to $126M. Reported net income was $11M.
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 Supplemental Retirement Plan rank by assets among Form 5500 filers? ▼
Schulte Roth & Zabel LLP Supplemental Retirement Plan ranks in the 93rd 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 Other plans are similar in size to Schulte Roth & Zabel LLP Supplemental Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Defender Association of Philadelphia Tax Deferred Annuity Plan in PA ($126M, 632 participants).
Which Other plans cover a similar participant headcount to Schulte Roth & Zabel LLP Supplemental Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Autry Museum of the American West 403(b) Plan in CA (147 participants, $10M 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.