401(k) · DOL Form 5500 · 2024

Sharer Petree Brotz & Snyder 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
40th
Percentile by assets National rank
$620,703
Avg per participant High balance/head
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Official DOL plan name: Sharer Petree Brotz and Snyder Cpa 401(k) Plan · Sponsored by Sharer Petree Brotz & Snyder · New Jersey · Professional & Technical Services

$4M in assets, 7 participants

Sharer Petree Brotz & Snyder's Sharer Petree Brotz and Snyder Cpa 401(k) Plan reported $4M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,432 in Professional & Technical Services (20,173 peers)

Sharer Petree Brotz & Snyder multi-year trail

Sharer Petree Brotz & Snyder's plans moved +57.8% in assets from 2022 to 2024; this filing shows Sharer Petree Brotz and Snyder Cpa 401(k) Plan at $4M / 7 participants.

#7,432
in Professional & Technical Services (20,173 peers)
+22.7%
assets growth YoY

Sharer Petree Brotz and Snyder Cpa 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sharer Petree Brotz and Snyder Cpa 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,344,921 40th percentile higher than 40% of 123,620 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 2024

Sharer Petree Brotz and Snyder Cpa 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sharer Petree Brotz and Snyder Cpa 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sharer Petree Brotz and Snyder Cpa 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Sharer Petree Brotz and Snyder Cpa 401(k) Plan reported participants fell from 8 in the plan year 2023 filing to 7 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 222944613 · Sharer Petree Brotz & Snyder PY 2024 · 401(k)

Sharer Petree Brotz and Snyder Cpa 401(k) Plan · $4M · 7 · 40th

  • IND $4M
  • IND 7
  • IND 40th
  • IND 401(k)
  • IND near Ernest Spencer Metals, Inc. Salary Savings Plan
  • IND ind #7432

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 New Jersey →

Sharer Petree Brotz and Snyder Cpa 401(k) Plan in the asset neighbourhood

Ernest Spencer Metals, Inc. Salary Savings PlanErnest Spencer Metals, Inc. …$4MAdex Medical Staffing 401(k) PlanAdex Medical Staffing 401(k)…$4MThe San Jorge Hospital Retirement PlanThe San Jorge Hospital Retir…$4MSharer Petree Brotz and Snyder Cpa 401(k) PlanSharer Petree Brotz and Snyd…$4MTri-County Child & Family Development Council, Inc.401(k)Tri-County Child & Family De…$4M
End-of-year total assets ($M) among Sharer Petree Brotz and Snyder Cpa 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sharer Petree Brotz & Snyder multi-year asset trail

Sponsor-wide plan assets over time

All Sharer Petree Brotz & Snyder plans reported in each filing year

Latest sponsor-wide plan assets
$4M 57.83183429717241% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.75M $4.34M ▲ +57.8%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 8 $4M
2024 1 7 $4M

Sharer Petree Brotz & Snyder filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$803K
Employer EIN222944613
Plan Effective Date2001-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Sharer Petree Brotz and Snyder Cpa 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Sharer Petree Brotz and Snyder Cpa 401(k) Plan, Total assets ($B): 0.004344921 · Participants: 7Sharer Petree Brotz and Snyder Cpa 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Sharer Petree Brotz and Snyder Cpa 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Sharer Petree Brotz and Snyder Cpa 401(k) Plan side-by-side with 3 peers →

Sharer Petree Brotz and Snyder Cpa 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Ernest Spencer Metals, Inc. Salary Savings Plan in KS ($4M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sharer Petree Brotz and Snyder Cpa 401(k) Plan assets move in 2024? ▼
Sharer Petree Brotz and Snyder Cpa 401(k) Plan grew sharply - up 22.7% during 2024, from $4M to $4M. Reported net income was $803K.
How have Sharer Petree Brotz & Snyder plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sharer Petree Brotz & Snyder's sponsor-wide assets grew 57.8%, from $3M to $4M.
Which 401(k) plans are similar in size to Sharer Petree Brotz and Snyder Cpa 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ernest Spencer Metals, Inc. Salary Savings Plan in KS ($4M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Sharer Petree Brotz and Snyder Cpa 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222944613.

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.