401(k) · DOL Form 5500 · 2024

Schroder US Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$221M
Total assets Near avg plan size
352
Participants Below avg headcount
95th
Percentile by assets National rank
$627,307
Avg per participant High balance/head
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Official DOL plan name: Schroder US Holdings Inc. and Subsidiaries Retirement Plan · Sponsored by Schroder US Holdings Inc. · New York · Finance & Insurance

$221M in assets, 352 participants

Schroder US Holdings Inc.'s Schroder US Holdings Inc. and Subsidiaries Retirement Plan reported $221M in total assets and 352 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #7,812 in Finance & Insurance (8,549 peers)

Coverage in New York

Schroder US Holdings Inc. and Subsidiaries Retirement Plan covers 352 participants in New York, about 44% of the average New York filer (state average ~798 per filing). Assets: $221M.

#7,812
in Finance & Insurance (8,549 peers)
+13.4%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Schroder US Holdings Inc. and Subsidiaries Retirement Plan's outsized position by total assets

Schroder US Holdings Inc. and Subsidiaries Retirement Plan vs every filed plan by assets

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

$220,812,103 Top 5% higher than 95% 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

Schroder US Holdings Inc. and Subsidiaries Retirement 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. Schroder US Holdings Inc. and Subsidiaries Retirement Plan sits mid-pack in the medium band (352 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schroder US Holdings Inc. and Subsidiaries Retirement Plan end-of-year assets rose from $195M in the plan year 2023 filing to $221M in the plan year 2024 filing.
  • Schroder US Holdings Inc. and Subsidiaries Retirement Plan reported net income fell from $30M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Schroder US Holdings Inc. and Subsidiaries Retirement Plan reported participants fell from 357 in the plan year 2023 filing to 352 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 132621402 · Schroder US Holdings Inc. PY 2024 · 401(k)

Schroder US Holdings Inc. and Subsidiaries Retirement Plan · $221M · 352 · 95th

  • PCT $221M
  • EIN 352
  • RANK 95th
  • PHOTO 401(k)
  • IND near Homeservices Retirement Savings Plan
  • EOY ind #7812

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 →

Schroder US Holdings Inc. and Subsidiaries Retirement Plan in the asset neighbourhood

Party City Holdings Inc. 401(k) PlanParty City Holdings Inc. 401…$221MPerot Retirement Savings Plan for Employees of Hillwood DevelopmentPerot Retirement Savings Pla…$221MHomeservices Retirement Savings PlanHomeservices Retirement Savi…$221MSchroder US Holdings Inc. and Subsidiaries Retirement PlanSchroder US Holdings Inc. an…$221MIrell & Manella Profit Sharing PlanIrell & Manella Profit Shari…$221M
End-of-year total assets ($M) among Schroder US Holdings Inc. and Subsidiaries Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$195M
Net Assets (End of Year)$221M
Net Income$26M
Employer EIN132621402
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schroder US Holdings Inc.)

Sponsor-wide plan assets over time

All Schroder US Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$221M 34.02492493892701% vs 2022
2024 filing year
$140M$160M$180M$200M$220M$240M 202220232024 $165M $221M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 347 $165M
2023 1 357 $195M
2024 1 352 $221M

Nearby 401(k) Plans in New York

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

Schroder US Holdings Inc. and Subsidiaries Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Schroder US Holdings Inc. and Subsidiaries Retirement Plan, Total assets ($B): 0.220812103 · Participants: 352Schroder US Holdings Inc. and Subsidiaries Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Schroder US Holdings Inc. and Subsidiaries Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Schroder US Holdings Inc. and Subsidiaries Retirement Plan side-by-side with 3 peers →

Schroder US Holdings Inc. and Subsidiaries Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Homeservices Retirement Savings Plan in MN ($221M); by covered participants it is Ritchey Management II, LLC 401(k) Plan in TN (352 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($221M here).

Similar participant headcount

Nearest other-state filings by covered participants (352 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 Schroder US Holdings Inc. and Subsidiaries Retirement Plan assets move in 2024? ▼
Schroder US Holdings Inc. and Subsidiaries Retirement Plan grew at a solid clip - up 13.4% during 2024, from $195M to $221M. Reported net income was $26M.
How have Schroder US Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schroder US Holdings Inc.'s sponsor-wide assets grew 34.0%, from $165M to $221M.
Where does Schroder US Holdings Inc. and Subsidiaries Retirement Plan rank by assets among Form 5500 filers? ▼
Schroder US Holdings Inc. and Subsidiaries Retirement Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Schroder US Holdings Inc. and Subsidiaries Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Homeservices Retirement Savings Plan in MN ($221M, 3,484 participants).
Which 401(k) plans cover a similar participant headcount to Schroder US Holdings Inc. and Subsidiaries Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ritchey Management II, LLC 401(k) Plan in TN (352 participants, $14M 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 132621402.

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.