401(k) · DOL Form 5500 · 2023

Schell Brothers, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
189
Participants Below avg headcount
64th
Percentile by assets National rank
$69,201
Avg per participant Below avg balance/head
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Official DOL plan name: Schell Brothers, LLC 401(k) Plan · Sponsored by Schell Brothers, LLC · Delaware · Construction

$13M in assets, 189 participants

Schell Brothers, LLC's Schell Brothers, LLC 401(k) Plan reported $13M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #5,675 in Construction (9,030 peers)

Coverage in Delaware

Schell Brothers, LLC 401(k) Plan covers 189 participants in Delaware, about 35% of the average Delaware filer (state average ~536 per filing). Assets: $13M.

#5,675
in Construction (9,030 peers)
+29.1%
assets growth YoY

Schell Brothers, LLC 401(k) Plan's mid-pack asset rank among Construction and all filers

Schell Brothers, LLC 401(k) Plan vs every filed plan by assets

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

$13,079,027 Top 36% higher than 64% 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

Schell Brothers, LLC 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. Schell Brothers, LLC 401(k) Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schell Brothers, LLC 401(k) Plan reported net income rose from -$539K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Schell Brothers, LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Schell Brothers, LLC 401(k) Plan reported participants rose from 186 in the plan year 2022 filing to 189 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 134238674 · Schell Brothers, LLC PY 2023 · 401(k)

Schell Brothers, LLC 401(k) Plan · $13M · 189 · 64th

  • EBSA $13M
  • PART 189
  • TYPE 64th
  • NET 401(k)
  • BOOK near Maxway 401(k) and Profit Sharing Plan
  • VS-ST ind #5675

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 Delaware →

Schell Brothers, LLC 401(k) Plan in the asset neighbourhood

Schell Brothers, LLC 401(k) PlanSchell Brothers, LLC 401(k) …$13MMaxway 401(k) and Profit Sharing PlanMaxway 401(k) and Profit Sha…$13MEmployee Benefit Plan of Tampa Family Health Centers, Inc.Employee Benefit Plan of Tam…$13MShifamed LLC 401(k) Profit Sharing PlanShifamed LLC 401(k) Profit S…$13MNew Horizon Communications 401(k) PlanNew Horizon Communications 4…$13M
End-of-year total assets ($M) among Schell Brothers, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Delaware filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN134238674
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schell Brothers, LLC)

Sponsor-wide plan assets over time

All Schell Brothers, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 52.359949378472905% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.1M $15.4M ▲ +52.4%
Year Plans Participants Total Assets
2022 1 186 $10M
2023 1 189 $13M
2024 1 245 $15M

Nearby 401(k) Plans in Delaware

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

Schell Brothers, LLC 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Schell Brothers, LLC 401(k) Plan, Total assets ($B): 0.013079027 · Participants: 189Schell Brothers, LLC 401(k) PlanAstrazeneca Savings and Security Plan, Total assets ($B): 7.59933241 · Participants: 13734Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 6.839304585 · Participants: 9968Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.237107237 · Participants: 9918Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.797467724 · Participants: 8557Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.267144025 · Participants: 1647Ashland Employee Savings Plan
Schell Brothers, LLC 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Schell Brothers, LLC 401(k) Plan side-by-side with 3 peers →

Schell Brothers, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Maxway 401(k) and Profit Sharing Plan in UT ($13M); by covered participants it is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Schell Brothers, LLC 401(k) Plan assets move in 2023? ▼
Schell Brothers, LLC 401(k) Plan grew sharply - up 29.1% during 2023, from $10M to $13M. Reported net income was $3M.
How have Schell Brothers, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schell Brothers, LLC's sponsor-wide assets grew 52.4%, from $10M to $15M.
Which 401(k) plans are similar in size to Schell Brothers, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Maxway 401(k) and Profit Sharing Plan in UT ($13M, 371 participants).
Which 401(k) plans cover a similar participant headcount to Schell Brothers, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Physician's Medical Center, LLC 401(k) Plan in TX (189 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 134238674.

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.