401(k) · DOL Form 5500 · 2023

Schechter, Shaffer & Harris LLP 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
18
Participants Small participant base
29th
Percentile by assets National rank
$100,163
Avg per participant Below avg balance/head
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Official DOL plan name: Schechter, Shaffer & Harris LLP 401(k) Plan · Sponsored by Schechter, Shaffer & Harris LLP · Texas · Professional & Technical Services

$2M in assets, 18 participants

Schechter, Shaffer & Harris LLP's Schechter, Shaffer & Harris LLP 401(k) Plan reported $2M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,064 in Professional & Technical Services (20,321 peers)

2023 asset change

Schechter, Shaffer & Harris LLP 401(k) Plan pulled back noticeably 12.4% in 2023 ($2M → $2M) for 18 participants.

#5,064
in Professional & Technical Services (20,321 peers)
-12.4%
assets change YoY

The plan reported a net loss of $256K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schechter, Shaffer & Harris LLP 401(k) Plan among the smaller filed plans by assets

Schechter, Shaffer & Harris LLP 401(k) Plan vs every filed plan by assets

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

$1,802,940 29th percentile higher than 29% 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

Schechter, Shaffer & Harris LLP 401(k) 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. Schechter, Shaffer & Harris LLP 401(k) Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schechter, Shaffer & Harris LLP 401(k) Plan reported net income rose from -$339K in the plan year 2022 filing to -$256K in the plan year 2023 filing.
  • Schechter, Shaffer & Harris LLP 401(k) Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 760580965 · Schechter, Shaffer & Harris LLP PY 2023 · 401(k)

Schechter, Shaffer & Harris LLP 401(k) Plan · $2M · 18 · 29th

  • IND $2M
  • IND 18
  • IND 29th
  • IND 401(k)
  • IND near Rhbs, Inc. 401(k) Profit Sharing Plan
  • IND ind #5064

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 Texas →

Schechter, Shaffer & Harris LLP 401(k) Plan in the asset neighbourhood

Schechter, Shaffer & Harris LLP 401(k) PlanSchechter, Shaffer & Harris …$2MRhbs, Inc. 401(k) Profit Sharing PlanRhbs, Inc. 401(k) Profit Sha…$2MFirst Alliance Home Mortgage 401(k) Profit Sharing PlanFirst Alliance Home Mortgage…$2MTri-Power Consulting Services, LLC 401(k) PlanTri-Power Consulting Service…$2MChicago International Charter School 401(k) PlanChicago International Charte…$2M
End-of-year total assets ($M) among Schechter, Shaffer & Harris LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Schechter, Shaffer & Harris LLP years around the 2023 move

Sponsor-wide plan assets over time

All Schechter, Shaffer & Harris LLP plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.657846748560702% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $2.06M $2.26M ▲ +9.7%
Year Plans Participants Total Assets
2022 1 18 $2M
2023 1 18 $2M
2024 1 20 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$256K
Employer EIN760580965
Plan Effective Date2004-12-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Schechter, Shaffer & Harris LLP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Schechter, Shaffer & Harris LLP 401(k) Plan, Total assets ($B): 0.00180294 · Participants: 18Schechter, Shaffer & Harris LLP 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Schechter, Shaffer & Harris LLP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Schechter, Shaffer & Harris LLP 401(k) Plan side-by-side with 3 peers →

Schechter, Shaffer & Harris LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Rhbs, Inc. 401(k) Profit Sharing Plan in CA ($2M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Schechter, Shaffer & Harris LLP 401(k) Plan assets move in 2023? ▼
Schechter, Shaffer & Harris LLP 401(k) Plan pulled back noticeably - down 12.4% during 2023, from $2M to $2M. Reported net income was -$256K.
How have Schechter, Shaffer & Harris LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schechter, Shaffer & Harris LLP's sponsor-wide assets grew 9.7%, from $2M to $2M.
Which 401(k) plans are similar in size to Schechter, Shaffer & Harris LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rhbs, Inc. 401(k) Profit Sharing Plan in CA ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Schechter, Shaffer & Harris LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M 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 760580965.

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.