401(k) · DOL Form 5500 · 2024

Schmitt-Sussman Enterprises, Inc. Dba Pfp Services 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
203
Participants Below avg headcount
73rd
Percentile by assets National rank
$113,075
Avg per participant Below avg balance/head
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Official DOL plan name: Schmitt-Sussman Enterprises, Inc. 401(k) Plan · Sponsored by Schmitt-Sussman Enterprises, Inc. Dba Pfp Services · Connecticut · Finance & Insurance

$23M in assets, 203 participants

Schmitt-Sussman Enterprises, Inc. Dba Pfp Services's Schmitt-Sussman Enterprises, Inc. 401(k) Plan reported $23M in total assets and 203 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,019 in Finance & Insurance (8,549 peers)

Coverage in Connecticut

Schmitt-Sussman Enterprises, Inc. 401(k) Plan covers 203 participants in Connecticut, about 28% of the average Connecticut filer (state average ~718 per filing). Assets: $23M.

#5,019
in Finance & Insurance (8,549 peers)
+5.2%
assets growth YoY

Schmitt-Sussman Enterprises, Inc. 401(k) Plan's outsized position by total assets

Schmitt-Sussman Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$22,954,211 Top 27% higher than 73% 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

Schmitt-Sussman Enterprises, Inc. 401(k) 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. Schmitt-Sussman Enterprises, Inc. 401(k) Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schmitt-Sussman Enterprises, Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Schmitt-Sussman Enterprises, Inc. 401(k) Plan reported participants rose from 178 in the plan year 2023 filing to 203 in the plan year 2024 filing.
  • Schmitt-Sussman Enterprises, Inc. 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 060895325 · Schmitt-Sussman Enterprises, Inc. Dba Pfp Services PY 2024 · 401(k)

Schmitt-Sussman Enterprises, Inc. 401(k) Plan · $23M · 203 · 73rd

  • EIN $23M
  • RANK 203
  • PHOTO 73rd
  • IND 401(k)
  • EOY near Ctco Benefit Services 401(k) Plan
  • 5500 ind #5019

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 Connecticut →

Schmitt-Sussman Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Skyla Federal Credit Union 401(k) PlanSkyla Federal Credit Union 4…$23MHelix 401 (K) Plan$23MSchmitt-Sussman Enterprises, Inc. 401(k) PlanSchmitt-Sussman Enterprises,…$23MCtco Benefit Services 401(k) PlanCtco Benefit Services 401(k)…$23MInsulation Distributors, Inc. 401(k) PlanInsulation Distributors, Inc…$23M
End-of-year total assets ($M) among Schmitt-Sussman Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$23M
Net Income$1M
Employer EIN060895325
Plan Effective Date1988-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schmitt-Sussman Enterprises, Inc. Dba Pfp Services)

Sponsor-wide plan assets over time

All Schmitt-Sussman Enterprises, Inc. Dba Pfp Services plans reported in each filing year

Latest sponsor-wide plan assets
$23M 28.07877961027337% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.9M $23M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 174 $18M
2023 1 178 $22M
2024 1 203 $23M

Nearby 401(k) Plans in Connecticut

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

Schmitt-Sussman Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Schmitt-Sussman Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.022954211 · Participants: 203Schmitt-Sussman Enterprises, Inc. 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Schmitt-Sussman Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Schmitt-Sussman Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

Schmitt-Sussman Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Ctco Benefit Services 401(k) Plan in LA ($23M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (203 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Schmitt-Sussman Enterprises, Inc. 401(k) Plan assets move in 2024? ▼
Schmitt-Sussman Enterprises, Inc. 401(k) Plan grew at a solid clip - up 5.2% during 2024, from $22M to $23M. Reported net income was $1M.
How have Schmitt-Sussman Enterprises, Inc. Dba Pfp Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schmitt-Sussman Enterprises, Inc. Dba Pfp Services's sponsor-wide assets grew 28.1%, from $18M to $23M.
Which 401(k) plans are similar in size to Schmitt-Sussman Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ctco Benefit Services 401(k) Plan in LA ($23M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Schmitt-Sussman Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (203 participants, $1M 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 060895325.

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.