401(k) · DOL Form 5500 · 2023

Schroder US Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$195M
Total assets Near avg plan size
357
Participants Below avg headcount
95th
Percentile by assets National rank
$545,309
Avg per participant High balance/head
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Official DOL plan name: Schroder US Holdings Inc. and Subsidiaries Retirement Plan · Sponsored by Schroder US Holdings Inc. · New York · Finance & Insurance

$195M in assets, 357 participants

Schroder US Holdings Inc.'s Schroder US Holdings Inc. and Subsidiaries Retirement Plan reported $195M in total assets and 357 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,108 in Finance & Insurance (8,869 peers)

Coverage in New York

Schroder US Holdings Inc. and Subsidiaries Retirement Plan covers 357 participants in New York, about 45% of the average New York filer (state average ~798 per filing). Assets: $195M.

#8,108
in Finance & Insurance (8,869 peers)
+18.2%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Schroder US Holdings Inc. and Subsidiaries Retirement Plan's outsized position by total assets

Schroder US Holdings Inc. and Subsidiaries Retirement Plan vs every filed plan by assets

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

$194,675,453 Top 5% higher than 95% 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

Schroder US Holdings Inc. and Subsidiaries 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. Schroder US Holdings Inc. and Subsidiaries Retirement Plan sits mid-pack in the medium band (357 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schroder US Holdings Inc. and Subsidiaries Retirement Plan reported net income rose from -$34M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Schroder US Holdings Inc. and Subsidiaries Retirement Plan end-of-year assets rose from $165M in the plan year 2022 filing to $195M in the plan year 2023 filing.
  • Schroder US Holdings Inc. and Subsidiaries Retirement Plan reported participants rose from 347 in the plan year 2022 filing to 357 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132621402 · Schroder US Holdings Inc. PY 2023 · 401(k)

Schroder US Holdings Inc. and Subsidiaries Retirement Plan · $195M · 357 · 95th

  • IND $195M
  • IND 357
  • IND 95th
  • IND 401(k)
  • IND near Coloplast Corp. 401(k) Plan
  • IND ind #8108

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 Finance & Insurance retirement plans → · Plans in New York →

Schroder US Holdings Inc. and Subsidiaries Retirement Plan in the asset neighbourhood

Perot Retirement Savings Plan for Employees of Hillwood DevelopmentPerot Retirement Savings Pla…$195MBarrett Business Services, Inc. Retirement Savings PlanBarrett Business Services, I…$195MColoplast Corp. 401(k) Plan$195MSchroder US Holdings Inc. and Subsidiaries Retirement PlanSchroder US Holdings Inc. an…$195MAmerican Academy of Pediatrics Employees' Retirement PlanAmerican Academy of Pediatri…$195M
End-of-year total assets ($M) among Schroder US Holdings Inc. and Subsidiaries Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$165M
Net Assets (End of Year)$195M
Net Income$30M
Employer EIN132621402
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schroder US Holdings Inc.)

Sponsor-wide plan assets over time

All Schroder US Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$221M 34.02492493892701% vs 2022
2024 filing year
$140M$160M$180M$200M$220M$240M 202220232024 $165M $221M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 347 $165M
2023 1 357 $195M
2024 1 352 $221M

Nearby 401(k) Plans in New York

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

Schroder US Holdings Inc. and Subsidiaries Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Schroder US Holdings Inc. and Subsidiaries Retirement Plan, Total assets ($B): 0.194675453 · Participants: 357Schroder US Holdings Inc. and Subsidiaries Retirement 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
Schroder US Holdings Inc. and Subsidiaries Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Schroder US Holdings Inc. and Subsidiaries Retirement Plan side-by-side with 3 peers →

Schroder US Holdings Inc. and Subsidiaries Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Coloplast Corp. 401(k) Plan in MN ($195M); by covered participants it is Nexius Solutions, Inc. 401(k) Plan in DE (357 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (357 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 Schroder US Holdings Inc. and Subsidiaries Retirement Plan assets move in 2023? ▼
Schroder US Holdings Inc. and Subsidiaries Retirement Plan grew sharply - up 18.2% during 2023, from $165M to $195M. Reported net income was $30M.
How have Schroder US Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schroder US Holdings Inc.'s sponsor-wide assets grew 34.0%, from $165M to $221M.
Where does Schroder US Holdings Inc. and Subsidiaries Retirement Plan rank by assets among Form 5500 filers? ▼
Schroder US Holdings Inc. and Subsidiaries Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Schroder US Holdings Inc. and Subsidiaries Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coloplast Corp. 401(k) Plan in MN ($195M, 1,186 participants).
Which 401(k) plans cover a similar participant headcount to Schroder US Holdings Inc. and Subsidiaries Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexius Solutions, Inc. 401(k) Plan in DE (357 participants, $9M 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 132621402.

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.