401(k) · DOL Form 5500 · 2024

W.M. Schultz Construction, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
60
Participants Small participant base
54th
Percentile by assets National rank
$152,747
Avg per participant Above avg balance/head
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Official DOL plan name: W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan · Sponsored by W.M. Schultz Construction, Inc. · New York · Construction

$9M in assets, 60 participants

W.M. Schultz Construction, Inc.'s W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan reported $9M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #4,717 in Construction (9,039 peers)

W.M. Schultz Construction, Inc. multi-year trail

W.M. Schultz Construction, Inc.'s plans moved -10.9% in assets from 2022 to 2024; this filing shows W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan at $9M / 60 participants.

#4,717
in Construction (9,039 peers)
-17.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Construction and all filers

W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$9,164,791 Top 46% higher than 54% 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

W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan reported net income fell from $783K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan end-of-year assets fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan reported participants fell from 62 in the plan year 2023 filing to 60 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 141827521 · W.M. Schultz Construction, Inc. PY 2024 · 401(k)

W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan · $9M · 60 · 54th

  • EOY $9M
  • 5500 60
  • ASSETS 54th
  • PCT 401(k)
  • EIN near Harris Law Firm, LLP 401(k) Profit Sharing Plan
  • RANK ind #4717

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 Construction retirement plans → · Plans in New York →

W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Pembina County Memorial Hospital Association Safe Harbor 401(k) Profit Sharing PlanPembina County Memorial Hosp…$9MW. M. Schultz Construction, Inc. Profit Sharing 401(k) PlanW. M. Schultz Construction, …$9MHarris Law Firm, LLP 401(k) Profit Sharing PlanHarris Law Firm, LLP 401(k) …$9MWare2go 401(k) Plan$9MGammon & Grange, P.C. 401(k) Profit Sharing PlanGammon & Grange, P.C. 401(k)…$9M
End-of-year total assets ($M) among W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

W.M. Schultz Construction, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All W.M. Schultz Construction, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 10.913253775872075% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $10.3M $9.16M ▼ -11.0%
Year Plans Participants Total Assets
2022 1 73 $10M
2023 1 62 $11M
2024 1 60 $9M

W.M. Schultz Construction, Inc. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN141827521
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.009164791 · Participants: 60W. M. Schultz Construction, Inc. Profit Sharing 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Harris Law Firm, LLP 401(k) Profit Sharing Plan in NV ($9M); by covered participants it is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan assets move in 2024? ▼
W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan declined sharply - down 17.2% during 2024, from $11M to $9M. Reported net income was -$2M.
How have W.M. Schultz Construction, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W.M. Schultz Construction, Inc.'s sponsor-wide assets declined 10.9%, from $10M to $9M.
Which 401(k) plans are similar in size to W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harris Law Firm, LLP 401(k) Profit Sharing Plan in NV ($9M, 70 participants).
Which 401(k) plans cover a similar participant headcount to W. M. Schultz Construction, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants, $661K 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 141827521.

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.