401(k) · DOL Form 5500 · 2024

Schultz & Williams, Inc. 401(k) Plan

Data updated 2026-08-11

$7M
Total assets
45
Participants
47th
Percentile by assets
$148,897
Avg per participant
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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.

  • 47th percentile by assets (of 123,622 plans)
  • #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.

$7M
total plan assets (2024 EOY)
45
covered participants
47th
percentile by assets (of 123,622 plans)
$148,897
avg assets per participant

Where Schultz & Williams, Inc. 401(k) Plan sits by total assets

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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
Pennsylvania
Industry
Professional & Technical Services

Schultz & Williams, Inc. across 3 plan years on file

Across the 3 plan years Schultz & Williams, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $7M, a gain of 26.1%, while reported participants moved from 35 to 45 (+28.6%). Peak year by sponsor assets: 2024 ($7M); trough: 2022 ($5M).

Schultz & Williams, Inc. multi-year asset trail

$5M$5.5M$6M$6.5M$7M 202220232024 $5.31M $6.7M ▲ +26.2%
Total plan assets by year, all Schultz & Williams, Inc. plans on file
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 EIN042895739
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Schultz & Williams, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Schultz & Williams, …, Total assets ($B): 0.006700356 · Participants: 45Schultz & Williams, …Comcast Corporation …, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation …The Cigna Group 401(…, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(…The Vanguard Retirem…, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirem…Thermo Fisher Scient…, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scient…The PNC Financial Se…, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Se…
Schultz & Williams, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Schultz & Williams, Inc. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Schultz & Williams, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Schultz & Williams, Inc. 401(k) Plan assets move in 2024? ▼
Schultz & Williams, Inc. 401(k) Plan grew at a solid clip - up 9.9% during 2024, from $6M to $7M. Reported net income was $605K.
How have Schultz & Williams, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schultz & Williams, Inc.'s sponsor-wide assets grew 26.1%, from $5M to $7M.
Which 401(k) plans are similar in size to Schultz & Williams, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ritchie Lakeland Oil Retirement Savings Plan in WI ($7M, 47 participants).

Next read for Schultz & Williams, Inc. 401(k) Plan

Multi-year trail

Ways to act on Schultz & Williams, Inc. 401(k) Plan's numbers.

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 042895739.

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.