401(k) · DOL Form 5500 · 2023

Schellman Compliance, LLC 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
488
Participants Below avg headcount
88th
Percentile by assets National rank
$134,452
Avg per participant Near avg balance/head
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Official DOL plan name: Schellman Compliance, LLC. 401(k) Profit Sharing Plan · Sponsored by Schellman Compliance, LLC · Florida · Professional & Technical Services

$66M in assets, 488 participants

Schellman Compliance, LLC's Schellman Compliance, LLC. 401(k) Profit Sharing Plan reported $66M in total assets and 488 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,156 in Professional & Technical Services (20,321 peers)

Where Schellman Compliance, LLC. 401(k) Profit Sharing Plan sits by assets

Schellman Compliance, LLC. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $66M for 488 participants (~$134,452/participant), up 43.8% in 2023.

#18,156
in Professional & Technical Services (20,321 peers)
+43.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Schellman Compliance, LLC. 401(k) Profit Sharing Plan's outsized position by total assets

Schellman Compliance, LLC. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$65,612,699 Top 12% higher than 88% 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

Schellman Compliance, LLC. 401(k) Profit Sharing 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. Schellman Compliance, LLC. 401(k) Profit Sharing Plan sits mid-pack in the medium band (488 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schellman Compliance, LLC. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Schellman Compliance, LLC. 401(k) Profit Sharing Plan end-of-year assets rose from $46M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • Schellman Compliance, LLC. 401(k) Profit Sharing Plan reported participants rose from 348 in the plan year 2022 filing to 488 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 872465686 · Schellman Compliance, LLC PY 2023 · 401(k)

Schellman Compliance, LLC. 401(k) Profit Sharing Plan · $66M · 488 · 88th

  • VS-ST $66M
  • VS-ST 488
  • VS-ST 88th
  • VS-ST 401(k)
  • VS-ST near Mauldin & Jenkins 401 (K) Plan
  • VS-ST ind #18156

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 Florida →

Schellman Compliance, LLC. 401(k) Profit Sharing Plan in the asset neighbourhood

US Radiology 401(k) Retirement PlanUS Radiology 401(k) Retireme…$66MLime Rock 401(k) Plan$66MSchellman Compliance, LLC. 401(k) Profit Sharing PlanSchellman Compliance, LLC. 4…$66MMauldin & Jenkins 401 (K) PlanMauldin & Jenkins 401 (K) Pl…$66MRaf Industries, Inc. Savings PlanRaf Industries, Inc. Savings…$66M
End-of-year total assets ($M) among Schellman Compliance, LLC. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$66M
Net Income$20M
Employer EIN872465686
Plan Effective Date2002-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schellman Compliance, LLC)

Sponsor-wide plan assets over time

All Schellman Compliance, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$83M 82.34795373401481% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $45.6M $83.2M ▲ +82.4%
Year Plans Participants Total Assets
2022 1 348 $46M
2023 1 488 $66M
2024 1 528 $83M

Nearby 401(k) Plans in Florida

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

Schellman Compliance, LLC. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Schellman Compliance, LLC. 401(k) Profit Sharing Plan, Total assets ($B): 0.065612699 · Participants: 488Schellman Compliance, LLC. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Schellman Compliance, LLC. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Schellman Compliance, LLC. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Schellman Compliance, LLC. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Mauldin & Jenkins 401 (K) Plan in GA ($66M); by covered participants it is Pexco LLC Retirement Savings Plan in GA (488 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (488 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 Schellman Compliance, LLC. 401(k) Profit Sharing Plan assets move in 2023? ▼
Schellman Compliance, LLC. 401(k) Profit Sharing Plan surged - up 43.8% during 2023, from $46M to $66M. Reported net income was $20M.
How have Schellman Compliance, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schellman Compliance, LLC's sponsor-wide assets grew 82.3%, from $46M to $83M.
Where does Schellman Compliance, LLC. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Schellman Compliance, LLC. 401(k) Profit Sharing Plan ranks in the 88th 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 Schellman Compliance, LLC. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mauldin & Jenkins 401 (K) Plan in GA ($66M, 518 participants).
Which 401(k) plans cover a similar participant headcount to Schellman Compliance, LLC. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pexco LLC Retirement Savings Plan in GA (488 participants, $33M 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 872465686.

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.