401(k) · DOL Form 5500 · 2023

Brown Schultz Sheridan & Fritz 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
156
Participants Small participant base
78th
Percentile by assets National rank
$176,691
Avg per participant Above avg balance/head
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Official DOL plan name: Brown Schultz Sheridan & Fritz Retirement Plan · Sponsored by Brown Schultz Sheridan & Fritz · Pennsylvania · Professional & Technical Services

$28M in assets, 156 participants

Brown Schultz Sheridan & Fritz's Brown Schultz Sheridan & Fritz Retirement Plan reported $28M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,922 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Brown Schultz Sheridan & Fritz Retirement Plan covers 156 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $28M.

#15,922
in Professional & Technical Services (20,321 peers)
+20.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Brown Schultz Sheridan & Fritz Retirement Plan's outsized position by total assets

Brown Schultz Sheridan & Fritz Retirement Plan vs every filed plan by assets

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

$27,563,748 Top 22% higher than 78% 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

Brown Schultz Sheridan & Fritz 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. Brown Schultz Sheridan & Fritz Retirement Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brown Schultz Sheridan & Fritz Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Brown Schultz Sheridan & Fritz Retirement Plan end-of-year assets rose from $23M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Brown Schultz Sheridan & Fritz Retirement Plan reported participants rose from 135 in the plan year 2022 filing to 156 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 251644159 · Brown Schultz Sheridan & Fritz PY 2023 · 401(k)

Brown Schultz Sheridan & Fritz Retirement Plan · $28M · 156 · 78th

  • SCH $28M
  • SCH 156
  • SCH 78th
  • SCH 401(k)
  • SCH near Aiv, L.P. 401(k) Plan
  • SCH ind #15922

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 Pennsylvania →

Brown Schultz Sheridan & Fritz Retirement Plan in the asset neighbourhood

International Construction Equipment, Inc. 401(k) Profit Sharing PlanInternational Construction E…$28MGrocery Haulers, Inc. 401(k) PlanGrocery Haulers, Inc. 401(k)…$28MBrown Schultz Sheridan & Fritz Retirement PlanBrown Schultz Sheridan & Fri…$28MAiv, L.P. 401(k) Plan$28MFremont-Wright, LLC Retirement Readiness 401(k) PlanFremont-Wright, LLC Retireme…$28M
End-of-year total assets ($M) among Brown Schultz Sheridan & Fritz Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$28M
Net Income$5M
Employer EIN251644159
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brown Schultz Sheridan & Fritz)

Sponsor-wide plan assets over time

All Brown Schultz Sheridan & Fritz plans reported in each filing year

Latest sponsor-wide plan assets
$29M 27.949103188923647% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $22.8M $29.2M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 135 $23M
2023 1 156 $28M
2024 1 138 $29M

Nearby 401(k) Plans in Pennsylvania

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

Brown Schultz Sheridan & Fritz Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Brown Schultz Sheridan & Fritz Retirement Plan, Total assets ($B): 0.027563748 · Participants: 156Brown Schultz Sheridan & Fritz Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Brown Schultz Sheridan & Fritz Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Brown Schultz Sheridan & Fritz Retirement Plan side-by-side with 3 peers →

Brown Schultz Sheridan & Fritz Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Aiv, L.P. 401(k) Plan in TX ($28M); by covered participants it is Motivating Graphics 401(k) Retirement Plan in TX (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Brown Schultz Sheridan & Fritz Retirement Plan assets move in 2023? ▼
Brown Schultz Sheridan & Fritz Retirement Plan grew sharply - up 20.8% during 2023, from $23M to $28M. Reported net income was $5M.
How have Brown Schultz Sheridan & Fritz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brown Schultz Sheridan & Fritz's sponsor-wide assets grew 27.9%, from $23M to $29M.
Where does Brown Schultz Sheridan & Fritz Retirement Plan rank by assets among Form 5500 filers? ▼
Brown Schultz Sheridan & Fritz Retirement Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Brown Schultz Sheridan & Fritz Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aiv, L.P. 401(k) Plan in TX ($28M, 245 participants).
Which 401(k) plans cover a similar participant headcount to Brown Schultz Sheridan & Fritz Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Motivating Graphics 401(k) Retirement Plan in TX (156 participants, $1M 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 251644159.

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.