401(k) · DOL Form 5500 · 2023
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy, P.C. 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $221,235
- Avg per participant Above avg balance/head
Official DOL plan name: Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan · Sponsored by Zarwin, Baum, Devito, Kaplan, Schaer & Toddy, P.C. · Pennsylvania · Professional & Technical Services
$21M in assets, 96 participants
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy, P.C.'s Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan reported $21M in total assets and 96 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.
- #14,978 in Professional & Technical Services (20,321 peers)
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy, P.C. multi-year trail
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy, P.C.'s plans moved +40.1% in assets from 2022 to 2024; this filing shows Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan at $21M / 96 participants.
- #14,978
- in Professional & Technical Services (20,321 peers)
- +19.0%
- assets growth YoY
Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan's outsized position by total assets
Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,238,563 Top 26% higher than 74% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan is a small filing (96 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan reported participants rose from 88 in the plan year 2022 filing to 96 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 231879577 · Zarwin, Baum, Devito, Kaplan, Schaer & Toddy, P.C. PY 2023 · 401(k)
Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan · $21M · 96 · 74th
- BOOK $21M
- BOOK 96
- BOOK 74th
- BOOK 401(k)
- BOOK near Gates, Hudson & Associates Employee 401(k) Plan
- BOOK ind #14978
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 →
Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Zarwin, Baum, Devito, Kaplan, Schaer & Toddy, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 40.09600332474389% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 88 | $18M |
| 2023 | 1 | 96 | $21M |
| 2024 | 1 | 97 | $25M |
Zarwin, Baum, Devito, Kaplan, Schaer & Toddy, P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $3M |
| Employer EIN | 231879577 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Gates, Hudson & Associates Employee 401(k) Plan in VA ($21M); by covered participants it is Knowledge Link Inc. 401(k) Plan in VA (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Gates, Hudson & Associates Employee 401(k) Plan (VA) $21M · 665
- Greenfield Savings Bank 401(k) Plan (MA) $21M · 197
- Peoples Bank 401(k) and ESOP Plan (TX) $21M · 124
- Vps Companies Profit Sharing and 401(k) Plan (CA) $21M · 93
Similar participant headcount
Nearest other-state filings by covered participants (96 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.