401(k) · DOL Form 5500 · 2023

W.M. Schultz Construction, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
62
Participants Small participant base
61st
Percentile by assets National rank
$178,556
Avg per participant Above avg balance/head
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Official DOL plan name: W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan · Sponsored by W.M. Schultz Construction, Inc. · New York · Construction

$11M in assets, 62 participants

W.M. Schultz Construction, Inc.'s W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan reported $11M in total assets and 62 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #5,344 in Construction (9,030 peers)

W.M. Schultz Construction, Inc. multi-year trail

W.M. Schultz Construction, Inc.'s plans moved -10.9% in assets from 2022 to 2024; this filing shows W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan at $11M / 62 participants.

#5,344
in Construction (9,030 peers)
+7.6%
assets growth YoY

W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Construction and all filers

W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$11,070,473 Top 39% higher than 61% 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

W. M. Schultz Construction, Inc. Profit Sharing 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. W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $783K in the plan year 2023 filing.
  • W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan reported participants fell from 73 in the plan year 2022 filing to 62 in the plan year 2023 filing.
  • W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 141827521 · W.M. Schultz Construction, Inc. PY 2023 · 401(k)

W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan · $11M · 62 · 61st

  • SCH $11M
  • SCH 62
  • SCH 61st
  • SCH 401(k)
  • SCH near Ross & Sons Utility Contractor, Inc. 401(k) Profit Sharing Plan
  • SCH ind #5344

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 Construction retirement plans → · Plans in New York →

W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

W. M. Schultz Construction, Inc. Profit Sharing 401(k) PlanW. M. Schultz Construction, …$11MRoss & Sons Utility Contractor, Inc. 401(k) Profit Sharing PlanRoss & Sons Utility Contract…$11MEnterprise Offshore Drilling 401(k) PlanEnterprise Offshore Drilling…$11MKksp Precision Machining 401(k) PlanKksp Precision Machining 401…$11MHecny America, Inc. 401(k) Retirement PlanHecny America, Inc. 401(k) R…$11M
End-of-year total assets ($M) among W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

W.M. Schultz Construction, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All W.M. Schultz Construction, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 10.913253775872075% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $10.3M $9.16M ▼ -11.0%
Year Plans Participants Total Assets
2022 1 73 $10M
2023 1 62 $11M
2024 1 60 $9M

W.M. Schultz Construction, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$783K
Employer EIN141827521
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.011070473 · Participants: 62W. M. Schultz Construction, Inc. Profit Sharing 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ross & Sons Utility Contractor, Inc. 401(k) Profit Sharing Plan in VA ($11M); by covered participants it is Gemtech Industries, Inc. 401(k) Plan in CA (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan assets move in 2023? ▼
W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan grew at a solid clip - up 7.6% during 2023, from $10M to $11M. Reported net income was $783K.
How have W.M. Schultz Construction, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W.M. Schultz Construction, Inc.'s sponsor-wide assets declined 10.9%, from $10M to $9M.
Which 401(k) plans are similar in size to W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ross & Sons Utility Contractor, Inc. 401(k) Profit Sharing Plan in VA ($11M, 112 participants).
Which 401(k) plans cover a similar participant headcount to W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gemtech Industries, Inc. 401(k) Plan in CA (62 participants, $800K 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 141827521.

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.