401(k) · DOL Form 5500 · 2024
Schultz & Williams, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 45
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $148,897
- Avg per participant Above avg balance/head
Official DOL plan name: Schultz & Williams, Inc. 401(k) Plan · Sponsored by Schultz & Williams, Inc. · Pennsylvania · Professional & Technical Services
$7M in assets, 45 participants
Schultz & Williams, Inc.'s Schultz & Williams, Inc. 401(k) Plan reported $7M in total assets and 45 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.
- #9,191 in Professional & Technical Services (20,173 peers)
Schultz & Williams, Inc. multi-year trail
Schultz & Williams, Inc.'s plans moved +26.1% in assets from 2022 to 2024; this filing shows Schultz & Williams, Inc. 401(k) Plan at $7M / 45 participants.
- #9,191
- in Professional & Technical Services (20,173 peers)
- +9.9%
- assets growth YoY
Schultz & Williams, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Schultz & Williams, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,700,356 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
Schultz & Williams, Inc. 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schultz & Williams, Inc. 401(k) Plan is a small filing (45 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Schultz & Williams, Inc. 401(k) Plan reported participants rose from 30 in the plan year 2023 filing to 45 in the plan year 2024 filing.
- Schultz & Williams, Inc. 401(k) Plan reported net income fell from $782K in the plan year 2023 filing to $605K in the plan year 2024 filing.
- Schultz & Williams, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042895739 · Schultz & Williams, Inc. PY 2024 · 401(k)
Schultz & Williams, Inc. 401(k) Plan · $7M · 45 · 47th
- PHOTO $7M
- PHOTO 45
- PHOTO 47th
- PHOTO 401(k)
- PHOTO near Ritchie Lakeland Oil Retirement Savings Plan
- PHOTO ind #9191
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 Pennsylvania →
Schultz & Williams, Inc. 401(k) Plan in the asset neighbourhood
Schultz & Williams, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Schultz & Williams, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 26.101418546764016% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 35 | $5M |
| 2023 | 1 | 30 | $6M |
| 2024 | 1 | 45 | $7M |
Schultz & Williams, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $605K |
| Employer EIN | 042895739 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Schultz & Williams, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Ritchie Lakeland Oil Retirement Savings Plan in WI ($7M); by covered participants it is Coact, Inc. 401(k) Plan in MD (45 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 (45 participants); asset peers above are excluded.
- Coact, Inc. 401(k) Plan (MD) 45 · 0 off
- Tlm Associates, Inc. 401(k) Plan (TN) 45 · 0 off
- Air T, Inc. 1165(e) Plan (NC) 45 · 0 off
- Sud 123 Inc 401(k) Profit Sharing Plan & Trust (NY) 45 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.