401(k) · DOL Form 5500 · 2024

Cole Schotz P.C. 401(k) Plan

Data updated 2026-08-25

$136M
Total assets Near avg plan size
372
Participants Below avg headcount
92nd
Percentile by assets National rank
$366,928
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cole Schotz P. C. Profit-Sharing and 401(k) Plan · Sponsored by Cole Schotz P.C. · New Jersey · Professional & Technical Services

$136M in assets, 372 participants

Cole Schotz P.C.'s Cole Schotz P. C. Profit-Sharing and 401(k) Plan reported $136M in total assets and 372 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,870 in Professional & Technical Services (20,173 peers)

Coverage in New Jersey

Cole Schotz P. C. Profit-Sharing and 401(k) Plan covers 372 participants in New Jersey, about 44% of the average New Jersey filer (state average ~844 per filing). Assets: $136M.

#18,870
in Professional & Technical Services (20,173 peers)
+12.5%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Cole Schotz P. C. Profit-Sharing and 401(k) Plan's outsized position by total assets

Cole Schotz P. C. Profit-Sharing and 401(k) Plan vs every filed plan by assets

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

$136,497,261 Top 8% higher than 92% 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

Cole Schotz P. C. Profit-Sharing and 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. Cole Schotz P. C. Profit-Sharing and 401(k) Plan sits mid-pack in the medium band (372 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cole Schotz P. C. Profit-Sharing and 401(k) Plan reported participants rose from 286 in the plan year 2023 filing to 372 in the plan year 2024 filing.
  • Cole Schotz P. C. Profit-Sharing and 401(k) Plan end-of-year assets rose from $121M in the plan year 2023 filing to $136M in the plan year 2024 filing.
  • Cole Schotz P. C. Profit-Sharing and 401(k) Plan reported net income rose from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 222113414 · Cole Schotz P.C. PY 2024 · 401(k)

Cole Schotz P. C. Profit-Sharing and 401(k) Plan · $136M · 372 · 92nd

  • SCH $136M
  • EBSA 372
  • PART 92nd
  • TYPE 401(k)
  • NET near Allergy Partners Management LLC Retirement Savings Plan
  • BOOK ind #18870

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 New Jersey →

Cole Schotz P. C. Profit-Sharing and 401(k) Plan in the asset neighbourhood

Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a'Beveridge & Diamond, P.C. 40…$137MCole Schotz P. C. Profit-Sharing and 401(k) PlanCole Schotz P. C. Profit-Sha…$136MAllergy Partners Management LLC Retirement Savings PlanAllergy Partners Management …$136MPotter Anderson & Corroon LLP Retirement PlanPotter Anderson & Corroon LL…$136MScripps Coastal Medical Group, Inc. Retirement Savings PlanScripps Coastal Medical Grou…$136M
End-of-year total assets ($M) among Cole Schotz P. C. Profit-Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$136M
Net Income$15M
Employer EIN222113414
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cole Schotz P.C.)

Sponsor-wide plan assets over time

All Cole Schotz P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$136M 27.894222103763873% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $107M $137M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 257 $107M
2023 1 286 $121M
2024 1 372 $136M

Nearby 401(k) Plans in New Jersey

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

Cole Schotz P. C. Profit-Sharing and 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Cole Schotz P. C. Profit-Sharing and 401(k) Plan, Total assets ($B): 0.136497261 · Participants: 372Cole Schotz P. C. Profit-Sharing and 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Cole Schotz P. C. Profit-Sharing and 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Cole Schotz P. C. Profit-Sharing and 401(k) Plan side-by-side with 3 peers →

Cole Schotz P. C. Profit-Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Allergy Partners Management LLC Retirement Savings Plan in NC ($136M); by covered participants it is Affiliated Healthcare Systems Retirement Partnership 401(k) Plan in ME (372 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (372 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 Cole Schotz P. C. Profit-Sharing and 401(k) Plan assets move in 2024? ▼
Cole Schotz P. C. Profit-Sharing and 401(k) Plan grew at a solid clip - up 12.5% during 2024, from $121M to $136M. Reported net income was $15M.
How have Cole Schotz P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cole Schotz P.C.'s sponsor-wide assets grew 27.9%, from $107M to $136M.
Where does Cole Schotz P. C. Profit-Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Cole Schotz P. C. Profit-Sharing and 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cole Schotz P. C. Profit-Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allergy Partners Management LLC Retirement Savings Plan in NC ($136M, 988 participants).
Which 401(k) plans cover a similar participant headcount to Cole Schotz P. C. Profit-Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Affiliated Healthcare Systems Retirement Partnership 401(k) Plan in ME (372 participants, $32M 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 222113414.

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.