401(k) · DOL Form 5500 · 2024

Schenck USA Corp. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
160
Participants Small participant base
81st
Percentile by assets National rank
$243,516
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Schenck USA Savings and Investment Plan · Sponsored by Schenck USA Corp. · New York · Manufacturing

$39M in assets, 160 participants

Schenck USA Corp.'s Schenck USA Savings and Investment Plan reported $39M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #13,066 in Manufacturing (17,777 peers)

Coverage in New York

Schenck USA Savings and Investment Plan covers 160 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $39M.

#13,066
in Manufacturing (17,777 peers)
+8.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Schenck USA Savings and Investment Plan's outsized position by total assets

Schenck USA Savings and Investment Plan vs every filed plan by assets

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

$38,962,576 Top 19% higher than 81% 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

Schenck USA Savings and Investment 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. Schenck USA Savings and Investment Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schenck USA Savings and Investment Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Schenck USA Savings and Investment Plan end-of-year assets rose from $36M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Schenck USA Savings and Investment Plan reported participants rose from 155 in the plan year 2023 filing to 160 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 113474354 · Schenck USA Corp. PY 2024 · 401(k)

Schenck USA Savings and Investment Plan · $39M · 160 · 81st

  • SCH $39M
  • SCH 160
  • SCH 81st
  • SCH 401(k)
  • SCH near Psi America 401(k) Plan
  • SCH ind #13066

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 Manufacturing retirement plans → · Plans in New York →

Schenck USA Savings and Investment Plan in the asset neighbourhood

Rexair LLC Retirement Savings & Investment PlanRexair LLC Retirement Saving…$39MThe Morning Consult LLC 401(k)) Profit Sharing PlanThe Morning Consult LLC 401(…$39MSchenck USA Savings and Investment PlanSchenck USA Savings and Inve…$39MPsi America 401(k) Plan$39MTrout Ebersole & Groff, LLP Retirement Savings PlanTrout Ebersole & Groff, LLP …$39M
End-of-year total assets ($M) among Schenck USA Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$39M
Net Income$3M
Employer EIN113474354
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schenck USA Corp.)

Sponsor-wide plan assets over time

All Schenck USA Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 32.653978326331384% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29.4M $39M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 155 $29M
2023 1 155 $36M
2024 1 160 $39M

Nearby 401(k) Plans in New York

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

Schenck USA Savings and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Schenck USA Savings and Investment Plan, Total assets ($B): 0.038962576 · Participants: 160Schenck USA Savings and Investment 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
Schenck USA Savings and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants

Schenck USA Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Psi America 401(k) Plan in PA ($39M); by covered participants it is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Schenck USA Savings and Investment Plan assets move in 2024?
Schenck USA Savings and Investment Plan grew at a solid clip - up 8.5% during 2024, from $36M to $39M. Reported net income was $3M.
How have Schenck USA Corp. plan assets changed over time?
Across 3 plan years on file (2022-2024), Schenck USA Corp.'s sponsor-wide assets grew 32.7%, from $29M to $39M.
Where does Schenck USA Savings and Investment Plan rank by assets among Form 5500 filers?
Schenck USA Savings and Investment Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Schenck USA Savings and Investment Plan?
Among 401(k) plans in other states, the closest by assets is Psi America 401(k) Plan in PA ($39M, 430 participants).
Which 401(k) plans cover a similar participant headcount to Schenck USA Savings and Investment Plan?
Among 401(k) plans in other states, the closest by covered participants is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants, N/A in assets).