401(k) · DOL Form 5500 · 2023

Schonfeld Strategic Advisors LLC 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
553
Participants Below avg headcount
89th
Percentile by assets National rank
$128,661
Avg per participant Near avg balance/head
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Official DOL plan name: Schonfeld 401(k) Plan · Sponsored by Schonfeld Strategic Advisors LLC · New York · Finance & Insurance

$71M in assets, 553 participants

Schonfeld Strategic Advisors LLC's Schonfeld 401(k) Plan reported $71M in total assets and 553 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,326 in Finance & Insurance (8,869 peers)

Where Schonfeld 401(k) Plan sits by assets

Schonfeld 401(k) Plan sits in the top quartile of all filed plans by assets, $71M for 553 participants (~$128,661/participant), up 48.5% in 2023.

#7,326
in Finance & Insurance (8,869 peers)
+48.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Schonfeld 401(k) Plan's outsized position by total assets

Schonfeld 401(k) Plan vs every filed plan by assets

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

$71,149,602 Top 11% higher than 89% 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

Schonfeld 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. Schonfeld 401(k) Plan sits mid-pack in the medium band (553 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schonfeld 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Schonfeld 401(k) Plan end-of-year assets rose from $48M in the plan year 2022 filing to $71M in the plan year 2023 filing.
  • Schonfeld 401(k) Plan reported participants rose from 406 in the plan year 2022 filing to 553 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 475082310 · Schonfeld Strategic Advisors LLC PY 2023 · 401(k)

Schonfeld 401(k) Plan · $71M · 553 · 89th

  • ASSETS $71M
  • PCT 553
  • EIN 89th
  • RANK 401(k)
  • PHOTO near Tidewater Inc. 401(k) Plan
  • IND ind #7326

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 Finance & Insurance retirement plans → · Plans in New York →

Schonfeld 401(k) Plan in the asset neighbourhood

Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan and TrustBaton Rouge Orthopaedic Clin…$71MLabatt Food Service Employees' Profit Sharing PlanLabatt Food Service Employee…$71MSchonfeld 401(k) Plan$71MTidewater Inc. 401(k) Plan$71MBest Home Furnishings 401(k) Savings PlanBest Home Furnishings 401(k)…$71M
End-of-year total assets ($M) among Schonfeld 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$71M
Net Income$23M
Employer EIN475082310
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schonfeld Strategic Advisors LLC)

Sponsor-wide plan assets over time

All Schonfeld Strategic Advisors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$87M 82.05949147256419% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $47.9M $87.2M ▲ +82.1%
Year Plans Participants Total Assets
2022 1 406 $48M
2023 1 553 $71M
2024 1 512 $87M

Nearby 401(k) Plans in New York

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

Schonfeld 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Schonfeld 401(k) Plan, Total assets ($B): 0.071149602 · Participants: 553Schonfeld 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
Schonfeld 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Schonfeld 401(k) Plan side-by-side with 3 peers →

Schonfeld 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tidewater Inc. 401(k) Plan in TX ($71M); by covered participants it is Gdh Consulting, Inc. 401(k) Plan in OK (553 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (553 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 Schonfeld 401(k) Plan assets move in 2023? ▼
Schonfeld 401(k) Plan surged - up 48.5% during 2023, from $48M to $71M. Reported net income was $23M.
How have Schonfeld Strategic Advisors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schonfeld Strategic Advisors LLC's sponsor-wide assets grew 82.1%, from $48M to $87M.
Where does Schonfeld 401(k) Plan rank by assets among Form 5500 filers? ▼
Schonfeld 401(k) Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Schonfeld 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tidewater Inc. 401(k) Plan in TX ($71M, 280 participants).
Which 401(k) plans cover a similar participant headcount to Schonfeld 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gdh Consulting, Inc. 401(k) Plan in OK (553 participants, $16M 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 475082310.

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.