401(k) · DOL Form 5500 · 2024

Schwabe, Williamson & Wyatt, P.C. 401(k) Plan

Data updated 2026-08-11

$156M
Total assets: 309
Participants: 93rd
Percentile by assets: $505,481
Avg per participant

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.

93rd percentile by assets (of 123,622 plans)
#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.

$156M
total plan assets (2024 EOY): 309
covered participants: 93rd
percentile by assets (of 123,622 plans): $505,481
avg assets per participant

Where Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan sits 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 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.

See the national 2023→2024 release diff →

State

Oregon

Industry

Professional & Technical Services

Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan vs the 2024 asset distribution

By assets, Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

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.)

Total plan assets by year, all Schwabe, Williamson & Wyatt, P.C. plans on file

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.

Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

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

Compare Schwabe, Williamson & Wyatt, P.C. 401(k)… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan by total assets, not by location.

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

Frequently Asked Questions

How did Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan assets move in 2024? ▼

Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan edged up modestly - up 2.1% during 2024, from $153M to $156M. Reported net income was $3M.

How have Schwabe, Williamson & Wyatt, P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Schwabe, Williamson & Wyatt, P.C.'s sponsor-wide assets grew 16.4%, from $134M to $156M.

Where does Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Baupost Group Savings Retirement Plan in MA ($156M, 266 participants).

Next read for Schwabe, Williamson & Wyatt, P.C. 401(k)…

Scale reading

Ways to act on Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan's numbers.

By total assets, Schwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Oregon. Compare plans
Schwabe, Williamson & Wyatt, P.C.'s sponsor-wide assets have grown 16.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 931130272.