401(k) · DOL Form 5500 · 2024
Plattner Schneidman Schneider & Jeffries, P.C. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $333,615
- Avg per participant High balance/head
Official DOL plan name: Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust · Sponsored by Plattner Schneidman Schneider & Jeffries, P.C. · Arizona · Professional & Technical Services
$7M in assets, 20 participants
Plattner Schneidman Schneider & Jeffries, P.C.'s Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust reported $7M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #9,174 in Professional & Technical Services (20,173 peers)
2024 asset change
Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust declined sharply 18.7% in 2024 ($8M → $7M) for 20 participants.
- #9,174
- in Professional & Technical Services (20,173 peers)
- -18.7%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,672,298 47th percentile higher than 47% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust is a small filing (20 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust reported net income fell from $888K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust end-of-year assets fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust reported participants rose from 18 in the plan year 2023 filing to 20 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 860217327 · Plattner Schneidman Schneider & Jeffries, P.C. PY 2024 · 401(k)
Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust · $7M · 20 · 47th
- RANK $7M
- RANK 20
- RANK 47th
- RANK 401(k)
- RANK near Westview Capital Management LLC 401(k) Plan
- RANK ind #9174
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 Arizona →
Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust in the asset neighbourhood
Plattner Schneidman Schneider & Jeffries, P.C. years around the 2024 move
Sponsor-wide plan assets over time
All Plattner Schneidman Schneider & Jeffries, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 8.820710330376242% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18 | $7M |
| 2023 | 1 | 18 | $8M |
| 2024 | 1 | 20 | $7M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$2M |
| Employer EIN | 860217327 |
| Plan Effective Date | 1992-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Plattner, Schneidman & Schneider, P. C. Savings/Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Westview Capital Management LLC 401(k) Plan in MA ($7M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.
- Aae 401(k) Retirement Plan (MN) 20 · 0 off
- Pips & Bounce, Inc. 401(k) Profit Sharing Plan (OR) 20 · 0 off
- Aspects Holdings, Inc. 401(k) Plan (AL) 20 · 0 off
- Northwest Analytics, Inc. 401(k) Plan (OR) 20 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.