401(k) · DOL Form 5500 · 2023

Schulte Roth & Zabel LLP 401(k) Plan

Data updated 2026-08-11

$156M
Total assets
260
Participants
94th
Percentile by assets
$601,869
Avg per participant
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Official DOL plan name: Schulte Roth & Zabel LLP Savings Plan · Sponsored by Schulte Roth & Zabel LLP · New York · Professional & Technical Services

$156M in assets, 260 participants

Schulte Roth & Zabel LLP's Schulte Roth & Zabel LLP Savings Plan reported $156M in total assets and 260 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 127,072 plans)
  • #19,292 in Professional & Technical Services (20,321 peers)

Coverage in New York

Schulte Roth & Zabel LLP Savings Plan covers 260 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $156M.

$156M
total plan assets (2023 EOY)
260
covered participants
94th
percentile by assets (of 127,072 plans)
$601,869
avg assets per participant

Where Schulte Roth & Zabel LLP Savings Plan sits by total assets

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

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

$156,485,911 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schulte Roth & Zabel LLP Savings Plan reported net income rose from -$32M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Schulte Roth & Zabel LLP Savings Plan end-of-year assets rose from $136M in the plan year 2022 filing to $156M in the plan year 2023 filing.
  • Schulte Roth & Zabel LLP Savings Plan reported participants rose from 236 in the plan year 2022 filing to 260 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Professional & Technical Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Schulte Roth & Zabel LLP Savings Plan reports 260 participants - about 33% of that state average ($156M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$136M
Net Assets (End of Year)$156M
Net Income$20M
Employer EIN132633996
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schulte Roth & Zabel LLP)

$450M$500M$550M$600M 20222023 $480M $549M ▲ +14.3%
Total plan assets by year, all Schulte Roth & Zabel LLP plans on file
Year Plans Participants Total Assets
2022 6 942 $480M
2023 6 1,034 $549M

Nearby 401(k) Plans in New York

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

Schulte Roth & Zabel LLP Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Schulte Roth & Zabel…, Total assets ($B): 0.156485911 · Participants: 260Schulte Roth & Zabel…IBM 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…, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 40…
Schulte Roth & Zabel LLP Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Schulte Roth & Zabel LLP Savings Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Schulte Roth & Zabel LLP Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Schulte Roth & Zabel LLP Savings Plan assets move in 2023? ▼
Schulte Roth & Zabel LLP Savings Plan grew at a solid clip - up 14.8% during 2023, from $136M to $156M. Reported net income was $20M.
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 Savings Plan rank by assets among Form 5500 filers? ▼
Schulte Roth & Zabel LLP Savings Plan ranks in the 94th 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 401(k) plans are similar in size to Schulte Roth & Zabel LLP Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust in FL ($157M, 3,321 participants).

Next read for Schulte Roth & Zabel LLP Savings Plan

Filing takeaways

Ways to act on Schulte Roth & Zabel LLP Savings Plan's numbers.

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.