401(k) · DOL Form 5500 · 2023

Schulte Roth & Zabel LLP 401(k) Plan

Data updated 2026-08-25

$156M
Total assets Near avg plan size
260
Participants Below avg headcount
94th
Percentile by assets National rank
$601,869
Avg per participant High balance/head
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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.

  • #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.

#19,292
in Professional & Technical Services (20,321 peers)
+14.8%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Schulte Roth & Zabel LLP Savings Plan's outsized position 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 $2,050,000,000 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 Savings 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 Savings Plan sits mid-pack in the medium band (260 participants).

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 →

Form 5500 schedule snapshot

Filing strip 132633996 · Schulte Roth & Zabel LLP PY 2023 · 401(k)

Schulte Roth & Zabel LLP Savings Plan · $156M · 260 · 94th

  • ASSETS $156M
  • ASSETS 260
  • ASSETS 94th
  • ASSETS 401(k)
  • ASSETS near Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust
  • ASSETS ind #19292

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 Savings Plan in the asset neighbourhood

Coilcraft Retirement Plan$157MCopperpoint Insurance Co. 401(k) PlanCopperpoint Insurance Co. 40…$157MMorgan & Morgan P a 401(k) Profit Sharing Plan and TrustMorgan & Morgan P a 401(k) P…$157MSchulte Roth & Zabel LLP Savings PlanSchulte Roth & Zabel LLP Sav…$156MVeeam Software Corporation 401(k) PlanVeeam Software Corporation 4…$156M
End-of-year total assets ($M) among Schulte Roth & Zabel LLP Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

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 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 ($B) Participants Schulte Roth & Zabel LLP Savings Plan, Total assets ($B): 0.156485911 · Participants: 260Schulte Roth & Zabel LLP Savings PlanIBM 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) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
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 →

Schulte Roth & Zabel LLP Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust in FL ($157M); by covered participants it is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($156M here).

Similar participant headcount

Nearest other-state filings by covered participants (260 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 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).
Which 401(k) plans cover a similar participant headcount to Schulte Roth & Zabel LLP Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants, $7M 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.