401(k) · DOL Form 5500 · 2024
Schwabe, Williamson & Wyatt, P.C. 401(k) Plan
Data updated 2026-08-25
- $156M
- Total assets Near avg plan size
- 309
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $505,481
- Avg per participant High balance/head
Official DOL plan name: Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan · Sponsored by Schwabe, Williamson & Wyatt, P.C. · Oregon · Professional & Technical Services
$156M in assets, 309 participants
Schwabe, Williamson & Wyatt, P.C.'s Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan reported $156M in total assets and 309 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #19,018 in Professional & Technical Services (20,173 peers)
Where Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan sits by assets
Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $156M for 309 participants (~$505,481/participant), up 2.1% in 2024.
- #19,018
- in Professional & Technical Services (20,173 peers)
- +2.1%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan's outsized position by total assets
Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$156,193,498 Top 7% higher than 93% 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
Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (309 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan reported net income fell from $19M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan reported participants rose from 297 in the plan year 2023 filing to 309 in the plan year 2024 filing.
- Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $153M in the plan year 2023 filing to $156M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 931130272 · Schwabe, Williamson & Wyatt, P.C. PY 2024 · 401(k)
Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan · $156M · 309 · 93rd
- EBSA $156M
- EBSA 309
- EBSA 93rd
- EBSA 401(k)
- EBSA near Baupost Group Savings Retirement Plan
- EBSA ind #19018
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 Oregon →
Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $153M |
|---|---|
| Net Assets (End of Year) | $156M |
| Net Income | $3M |
| Employer EIN | 931130272 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Schwabe, Williamson & Wyatt, P.C.)
Sponsor-wide plan assets over time
All Schwabe, Williamson & Wyatt, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $156M 16.373042476632296% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 311 | $134M |
| 2023 | 1 | 297 | $153M |
| 2024 | 1 | 309 | $156M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Baupost Group Savings Retirement Plan in MA ($156M); by covered participants it is Forddirect Retirement Savings Plan in MI (309 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($156M here).
- Baupost Group Savings Retirement Plan (MA) $156M · 266
- Unitil Corporation Tax Deferred Savings and Investment Plan (NH) $156M · 521
- Members 1st Federal Credit Union 401(k) Savings Plan (PA) $156M · 1,227
- Cision US, Inc. Retirement Plan and Trust (IL) $156M · 1,413
Similar participant headcount
Nearest other-state filings by covered participants (309 participants); asset peers above are excluded.
- Forddirect Retirement Savings Plan (MI) 309 · 0 off
- Bueno Foods 401(k) Plan (NM) 309 · 0 off
- Bank of Ann Arbor Employees 401(k) Profit Sharing Plan (MI) 309 · 0 off
- Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan (IA) 309 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.