401(k) · DOL Form 5500 · 2023

Cole Schotz P.C. 401(k) Plan

Data updated 2026-08-25

$121M
Total assets Near avg plan size
286
Participants Below avg headcount
92nd
Percentile by assets National rank
$424,406
Avg per participant High balance/head
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Official DOL plan name: Cole Schotz P. C. Profit-Sharing and 401(k) Plan · Sponsored by Cole Schotz P.C. · New Jersey · Professional & Technical Services

$121M in assets, 286 participants

Cole Schotz P.C.'s Cole Schotz P. C. Profit-Sharing and 401(k) Plan reported $121M in total assets and 286 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #19,031 in Professional & Technical Services (20,321 peers)

Coverage in New Jersey

Cole Schotz P. C. Profit-Sharing and 401(k) Plan covers 286 participants in New Jersey, about 34% of the average New Jersey filer (state average ~844 per filing). Assets: $121M.

#19,031
in Professional & Technical Services (20,321 peers)
+13.7%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Cole Schotz P. C. Profit-Sharing and 401(k) Plan's outsized position by total assets

Cole Schotz P. C. Profit-Sharing and 401(k) Plan vs every filed plan by assets

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

$121,380,021 Top 8% higher than 92% 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

Cole Schotz P. C. Profit-Sharing and 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. Cole Schotz P. C. Profit-Sharing and 401(k) Plan sits mid-pack in the medium band (286 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cole Schotz P. C. Profit-Sharing and 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Cole Schotz P. C. Profit-Sharing and 401(k) Plan end-of-year assets rose from $107M in the plan year 2022 filing to $121M in the plan year 2023 filing.
  • Cole Schotz P. C. Profit-Sharing and 401(k) Plan reported participants rose from 257 in the plan year 2022 filing to 286 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 222113414 · Cole Schotz P.C. PY 2023 · 401(k)

Cole Schotz P. C. Profit-Sharing and 401(k) Plan · $121M · 286 · 92nd

  • EBSA $121M
  • EBSA 286
  • EBSA 92nd
  • EBSA 401(k)
  • EBSA near Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust
  • EBSA ind #19031

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 New Jersey →

Cole Schotz P. C. Profit-Sharing and 401(k) Plan in the asset neighbourhood

Burgess & Niple Profit Sharing Plan and TrustBurgess & Niple Profit Shari…$121MDirect Travel 401(k) Plan$121MCole Schotz P. C. Profit-Sharing and 401(k) PlanCole Schotz P. C. Profit-Sha…$121MHigginbotham Insurance Agency, Inc. Savings and Investment Plan and TrustHigginbotham Insurance Agenc…$121MTravel Leaders Group Holdings LLC 401(k) PlanTravel Leaders Group Holding…$121M
End-of-year total assets ($M) among Cole Schotz P. C. Profit-Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$121M
Net Income$15M
Employer EIN222113414
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cole Schotz P.C.)

Sponsor-wide plan assets over time

All Cole Schotz P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$136M 27.894222103763873% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $107M $137M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 257 $107M
2023 1 286 $121M
2024 1 372 $136M

Nearby 401(k) Plans in New Jersey

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

Cole Schotz P. C. Profit-Sharing and 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Cole Schotz P. C. Profit-Sharing and 401(k) Plan, Total assets ($B): 0.121380021 · Participants: 286Cole Schotz P. C. Profit-Sharing and 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Cole Schotz P. C. Profit-Sharing and 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Cole Schotz P. C. Profit-Sharing and 401(k) Plan side-by-side with 3 peers →

Cole Schotz P. C. Profit-Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust in TX ($121M); by covered participants it is Northwest Community Credit Union Capital Accumulation Plan in OR (286 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (286 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 Cole Schotz P. C. Profit-Sharing and 401(k) Plan assets move in 2023? ▼
Cole Schotz P. C. Profit-Sharing and 401(k) Plan grew at a solid clip - up 13.7% during 2023, from $107M to $121M. Reported net income was $15M.
How have Cole Schotz P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cole Schotz P.C.'s sponsor-wide assets grew 27.9%, from $107M to $136M.
Where does Cole Schotz P. C. Profit-Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Cole Schotz P. C. Profit-Sharing and 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cole Schotz P. C. Profit-Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Higginbotham Insurance Agency, Inc. Savings and Investment Plan and Trust in TX ($121M, 2,250 participants).
Which 401(k) plans cover a similar participant headcount to Cole Schotz P. C. Profit-Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northwest Community Credit Union Capital Accumulation Plan in OR (286 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 222113414.

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.