401(k) · DOL Form 5500 · 2024
Clark, Schaefer, Hackett & Co. 401(k) Plan
Data updated 2026-08-25
- $136M
- Total assets Near avg plan size
- 595
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $229,267
- Avg per participant Above avg balance/head
Official DOL plan name: Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) · Sponsored by Clark, Schaefer, Hackett & Co. · Ohio · Professional & Technical Services
$136M in assets, 595 participants
Clark, Schaefer, Hackett & Co.'s Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) reported $136M in total assets and 595 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.
- #18,867 in Professional & Technical Services (20,173 peers)
Where Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) sits by assets
Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) sits in the top 10% of all filed plans by assets, $136M for 595 participants (~$229,267/participant), up 12.5% in 2024.
- #18,867
- in Professional & Technical Services (20,173 peers)
- +12.5%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions)'s outsized position by total assets
Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$136,413,838 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
Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) 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. Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) sits mid-pack in the medium band (595 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) end-of-year assets rose from $121M in the plan year 2023 filing to $136M in the plan year 2024 filing.
- Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) reported net income rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) reported participants rose from 578 in the plan year 2023 filing to 595 in the plan year 2024 filing.
DOL schedule card
Filing strip 310800053 · Clark, Schaefer, Hackett & Co. PY 2024 · 401(k)
Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) · $136M · 595 · 92nd
- BOOK $136M
- VS-ST 595
- BOY 92nd
- SCH 401(k)
- EBSA near Vse Corporation 401(k) Plan
- PART ind #18867
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 Ohio →
Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $121M |
|---|---|
| Net Assets (End of Year) | $136M |
| Net Income | $15M |
| Employer EIN | 310800053 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Clark, Schaefer, Hackett & Co.)
Sponsor-wide plan assets over time
All Clark, Schaefer, Hackett & Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 30.592909784732342% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 572 | $104M |
| 2023 | 1 | 578 | $121M |
| 2024 | 1 | 595 | $136M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions)'s out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Vse Corporation 401(k) Plan in FL ($136M); by covered participants it is Knightvest 401(k) Plan in TX (595 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($136M here).
- Vse Corporation 401(k) Plan (FL) $136M · 2,637
- Insurance Company Supported Organizations 401(k) Savings Plan (RI) $136M · 507
- The Christman Company Profit Sharing Retirement Plan (MI) $136M · 843
- Novogradac & Company LLP 401(k) Profit Sharing Plan (CA) $136M · 770
Similar participant headcount
Nearest other-state filings by covered participants (595 participants); asset peers above are excluded.
- Knightvest 401(k) Plan (TX) 595 · 0 off
- Accuity Delivery Systems, LLC 401(k) Plan (NJ) 595 · 0 off
- Trusted Doctors LLC 401(k) Plan (VA) 595 · 0 off
- Careage 401(k) Plan (WA) 595 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.