401(k) · DOL Form 5500 · 2023

Schmitt-Sussman Enterprises, Inc. Dba Pfp Services 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
178
Participants Small participant base
74th
Percentile by assets National rank
$122,576
Avg per participant Near avg balance/head
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Official DOL plan name: Schmitt-Sussman Enterprises, Inc. 401(k) Plan · Sponsored by Schmitt-Sussman Enterprises, Inc. Dba Pfp Services · Connecticut · Finance & Insurance

$22M in assets, 178 participants

Schmitt-Sussman Enterprises, Inc. Dba Pfp Services's Schmitt-Sussman Enterprises, Inc. 401(k) Plan reported $22M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,435 in Finance & Insurance (8,869 peers)

Coverage in Connecticut

Schmitt-Sussman Enterprises, Inc. 401(k) Plan covers 178 participants in Connecticut, about 25% of the average Connecticut filer (state average ~718 per filing). Assets: $22M.

#5,435
in Finance & Insurance (8,869 peers)
+21.7%
assets growth YoY

Schmitt-Sussman Enterprises, Inc. 401(k) Plan's outsized position by total assets

Schmitt-Sussman Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$21,818,581 Top 26% higher than 74% 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

Schmitt-Sussman Enterprises, Inc. 401(k) 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. Schmitt-Sussman Enterprises, Inc. 401(k) Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schmitt-Sussman Enterprises, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Schmitt-Sussman Enterprises, Inc. 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Schmitt-Sussman Enterprises, Inc. 401(k) Plan reported participants rose from 174 in the plan year 2022 filing to 178 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 060895325 · Schmitt-Sussman Enterprises, Inc. Dba Pfp Services PY 2023 · 401(k)

Schmitt-Sussman Enterprises, Inc. 401(k) Plan · $22M · 178 · 74th

  • EIN $22M
  • EIN 178
  • EIN 74th
  • EIN 401(k)
  • EIN near Defoe Corp. 401(k) Employee Savings Plan
  • EIN ind #5435

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 Connecticut →

Schmitt-Sussman Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Schmitt-Sussman Enterprises, Inc. 401(k) PlanSchmitt-Sussman Enterprises,…$22MDefoe Corp. 401(k) Employee Savings PlanDefoe Corp. 401(k) Employee …$22MPie Insurance 401(k) Plan$22MMetal One America, Inc. and Nifast Corporation 401(k) PlanMetal One America, Inc. and …$22MBurk Royalty Co.,Ltd 401(k) PlanBurk Royalty Co.,Ltd 401(k) …$22M
End-of-year total assets ($M) among Schmitt-Sussman Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN060895325
Plan Effective Date1988-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schmitt-Sussman Enterprises, Inc. Dba Pfp Services)

Sponsor-wide plan assets over time

All Schmitt-Sussman Enterprises, Inc. Dba Pfp Services plans reported in each filing year

Latest sponsor-wide plan assets
$23M 28.07877961027337% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.9M $23M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 174 $18M
2023 1 178 $22M
2024 1 203 $23M

Nearby 401(k) Plans in Connecticut

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

Schmitt-Sussman Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Schmitt-Sussman Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.021818581 · Participants: 178Schmitt-Sussman Enterprises, Inc. 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Schmitt-Sussman Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Schmitt-Sussman Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

Schmitt-Sussman Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Defoe Corp. 401(k) Employee Savings Plan in NY ($22M); by covered participants it is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Schmitt-Sussman Enterprises, Inc. 401(k) Plan assets move in 2023? ▼
Schmitt-Sussman Enterprises, Inc. 401(k) Plan grew sharply - up 21.7% during 2023, from $18M to $22M. Reported net income was $4M.
How have Schmitt-Sussman Enterprises, Inc. Dba Pfp Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schmitt-Sussman Enterprises, Inc. Dba Pfp Services's sponsor-wide assets grew 28.1%, from $18M to $23M.
Which 401(k) plans are similar in size to Schmitt-Sussman Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Defoe Corp. 401(k) Employee Savings Plan in NY ($22M, 51 participants).
Which 401(k) plans cover a similar participant headcount to Schmitt-Sussman Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants, N/A 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 060895325.

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.