401(k) · DOL Form 5500 · 2024
Schroder US Holdings Inc. 401(k) Plan
Data updated 2026-08-11
- $221M
- Total assets
- 352
- Participants
- 95th
- Percentile by assets
- $627,307
- Avg per participant
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.
- 95th percentile by assets (of 123,622 plans)
- #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.
- $221M
- total plan assets (2024 EOY)
- 352
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $627,307
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Schroder US Holdings Inc. and Subsidiaries Retirement Plan reports 352 participants - about 44% of that state average ($221M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $195M |
|---|---|
| Net Assets (End of Year) | $221M |
| Net Income | $26M |
| Employer EIN | 132621402 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Schroder US Holdings Inc.)
| 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
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Schroder US Holdings Inc. and Subsidiaries Retirement Plan by total assets, not by location.
- Homeservices Retirement Savings Plan (MN) $221M · 3,484
- Irell & Manella Profit Sharing Plan (CA) $221M · 112
- Perot Retirement Savings Plan for Employees of Hillwood Development (TX) $221M · 797
- Party City Holdings Inc. 401(k) Plan (NJ) $221M · 5,268
Frequently Asked Questions
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Filing takeaways
Ways to act on Schroder US Holdings Inc. and Subsidiaries Retirement Plan's numbers.
- By total assets, Schroder US Holdings Inc. and Subsidiaries Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Schroder US Holdings Inc.'s sponsor-wide assets have grown 34.0% since 2022 across 3 plan years on file. More Finance & Insurance plans