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
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
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.
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 EIN | 222113414 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cole Schotz P.C.)
| 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.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
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
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Filing takeaways
Ways to act on Cole Schotz P. C. Profit-Sharing and 401(k) Plan's numbers.
- By total assets, Cole Schotz P. C. Profit-Sharing and 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Cole Schotz P.C.'s sponsor-wide assets have grown 27.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans