401(k) · DOL Form 5500 · 2024

Cole Schotz P.C. 401(k) Plan

Data updated 2026-08-11

$136M
Total assets
372
Participants
92nd
Percentile by assets
$366,928
Avg per participant
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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.

  • 92nd percentile by assets (of 123,622 plans)
  • #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.

$136M
total plan assets (2024 EOY)
372
covered participants
92nd
percentile by assets (of 123,622 plans)
$366,928
avg assets per participant

Where Cole Schotz P. C. Profit-Sharing and 401(k) Plan sits 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 $2,010,000,000 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

  • 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 →

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Cole Schotz P. C. Profit-Sharing and 401(k) Plan reports 372 participants - about 44% of that state average ($136M EOY assets).

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.)

$100M$110M$120M$130M$140M 202220232024 $107M $137M ▲ +27.9%
Total plan assets by year, all Cole Schotz P.C. plans on file
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 ($B) Participants Cole Schotz P. C. Pr…, Total assets ($B): 0.136497261 · Participants: 372Cole Schotz P. C. Pr…JPMorgan Chase 401(k…, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k…Verizon Savings Plan…, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan…Johnson and Johnson …, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson …Ernst & Young Retire…, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retire…Merck 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

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cole Schotz P. C. Profit-Sharing and 401(k) Plan by total assets, not by location.

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).

Next read for Cole Schotz P. C. Profit-Sharing and 401…

Filing takeaways

Ways to act on Cole Schotz P. C. Profit-Sharing and 401(k) Plan's numbers.