401(k) · DOL Form 5500 · 2023
Schnader Harrison Segal & Lewis LLP 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 188
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $213,302
- Avg per participant Above avg balance/head
Official DOL plan name: Schnader Harrison Segal & Lewis LLP Retirement and Savings Plan · Sponsored by Schnader Harrison Segal & Lewis LLP · Pennsylvania · Professional & Technical Services
$40M in assets, 188 participants
Schnader Harrison Segal & Lewis LLP's Schnader Harrison Segal & Lewis LLP Retirement and Savings Plan reported $40M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #17,030 in Professional & Technical Services (20,321 peers)
Coverage in Pennsylvania
Schnader Harrison Segal & Lewis LLP Retirement and Savings Plan covers 188 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $40M.
- #17,030
- in Professional & Technical Services (20,321 peers)
- -68.3%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $87M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Schnader Harrison Segal & Lewis LLP Retirement and Savings Plan's outsized position by total assets
Schnader Harrison Segal & Lewis LLP Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$40,100,807 Top 17% higher than 83% 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
Schnader Harrison Segal & Lewis LLP Retirement and Savings 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. Schnader Harrison Segal & Lewis LLP Retirement and Savings Plan sits mid-pack in the medium band (188 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Schnader Harrison Segal & Lewis LLP Retirement and Savings Plan reported net income fell from -$25M in the plan year 2022 filing to -$87M in the plan year 2023 filing.
- Schnader Harrison Segal & Lewis LLP Retirement and Savings Plan end-of-year assets fell from $126M in the plan year 2022 filing to $40M in the plan year 2023 filing.
- Schnader Harrison Segal & Lewis LLP Retirement and Savings Plan reported participants fell from 194 in the plan year 2022 filing to 188 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 231383844 · Schnader Harrison Segal & Lewis LLP PY 2023 · 401(k)
Schnader Harrison Segal & Lewis LLP Retirement and Savings Plan · $40M · 188 · 83rd
- 5500 $40M
- ASSETS 188
- PCT 83rd
- EIN 401(k)
- RANK near Backroads, Inc. 401(k) Profit Sharing Plan
- PHOTO ind #17030
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 →
Schnader Harrison Segal & Lewis LLP Retirement and Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $126M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | -$87M |
| Employer EIN | 231383844 |
| Plan Effective Date | 1988-07-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Schnader Harrison Segal & Lewis LLP)
Sponsor-wide plan assets over time
All Schnader Harrison Segal & Lewis LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 194 | $126M |
| 2023 | 1 | 188 | $40M |
| 2024 | 1 | N/A | N/A |
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
Schnader Harrison Segal & Lewis LLP Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Backroads, Inc. 401(k) Profit Sharing Plan in CA ($40M); by covered participants it is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Backroads, Inc. 401(k) Profit Sharing Plan (CA) $40M · 542
- Employee Benefit Plan of Rising Ground, Inc. (NY) $40M · 2,469
- Chelsea Groton Bank Savings Plan (CT) $40M · 203
- Viscofan USA, Inc. Retirement Savings Plan (IL) $40M · 402
Similar participant headcount
Nearest other-state filings by covered participants (188 participants); asset peers above are excluded.
- Advantmed 401(k) and Profit Sharing Plan (CA) 188 · 0 off
- Sesloc Federal Credit Union 401(k) Profit Sharing Plan (CA) 188 · 0 off
- Deci 401(k) Plan (NC) 188 · 0 off
- Tcg 401(k) Plan (DC) 188 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.