401(k) · DOL Form 5500 · 2024

Schellman Compliance, LLC 401(k) Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
528
Participants Below avg headcount
89th
Percentile by assets National rank
$157,586
Avg per participant Above avg balance/head
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Official DOL plan name: Schellman Compliance, LLC. 401(k) Profit Sharing Plan · Sponsored by Schellman Compliance, LLC · Florida · Professional & Technical Services

$83M in assets, 528 participants

Schellman Compliance, LLC's Schellman Compliance, LLC. 401(k) Profit Sharing Plan reported $83M in total assets and 528 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,182 in Professional & Technical Services (20,173 peers)

Where Schellman Compliance, LLC. 401(k) Profit Sharing Plan sits by assets

Schellman Compliance, LLC. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $83M for 528 participants (~$157,586/participant), up 26.8% in 2024.

#18,182
in Professional & Technical Services (20,173 peers)
+26.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Schellman Compliance, LLC. 401(k) Profit Sharing Plan's outsized position by total assets

Schellman Compliance, LLC. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$83,205,178 Top 11% higher than 89% 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

Schellman Compliance, LLC. 401(k) Profit Sharing 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. Schellman Compliance, LLC. 401(k) Profit Sharing Plan sits mid-pack in the medium band (528 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schellman Compliance, LLC. 401(k) Profit Sharing Plan end-of-year assets rose from $66M in the plan year 2023 filing to $83M in the plan year 2024 filing.
  • Schellman Compliance, LLC. 401(k) Profit Sharing Plan reported net income fell from $20M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Schellman Compliance, LLC. 401(k) Profit Sharing Plan reported participants rose from 488 in the plan year 2023 filing to 528 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 872465686 · Schellman Compliance, LLC PY 2024 · 401(k)

Schellman Compliance, LLC. 401(k) Profit Sharing Plan · $83M · 528 · 89th

  • EIN $83M
  • EIN 528
  • EIN 89th
  • EIN 401(k)
  • EIN near Stiles Machinery, Inc. 401(k) Retirement Plan
  • EIN ind #18182

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 Florida →

Schellman Compliance, LLC. 401(k) Profit Sharing Plan in the asset neighbourhood

Hearst Television Inc. Union Employee Savings PlanHearst Television Inc. Union…$83MHolley Performance Products, Inc Retirement Accumulation PlanHolley Performance Products,…$83MSchellman Compliance, LLC. 401(k) Profit Sharing PlanSchellman Compliance, LLC. 4…$83MStiles Machinery, Inc. 401(k) Retirement PlanStiles Machinery, Inc. 401(k…$83MMvm, Inc. 401(k) Savings Plan$83M
End-of-year total assets ($M) among Schellman Compliance, LLC. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$83M
Net Income$18M
Employer EIN872465686
Plan Effective Date2002-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schellman Compliance, LLC)

Sponsor-wide plan assets over time

All Schellman Compliance, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$83M 82.34795373401481% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $45.6M $83.2M ▲ +82.4%
Year Plans Participants Total Assets
2022 1 348 $46M
2023 1 488 $66M
2024 1 528 $83M

Nearby 401(k) Plans in Florida

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

Schellman Compliance, LLC. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Schellman Compliance, LLC. 401(k) Profit Sharing Plan, Total assets ($B): 0.083205178 · Participants: 528Schellman Compliance, LLC. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Schellman Compliance, LLC. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Schellman Compliance, LLC. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Schellman Compliance, LLC. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Stiles Machinery, Inc. 401(k) Retirement Plan in MI ($83M); by covered participants it is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (528 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (528 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 Schellman Compliance, LLC. 401(k) Profit Sharing Plan assets move in 2024? ▼
Schellman Compliance, LLC. 401(k) Profit Sharing Plan grew sharply - up 26.8% during 2024, from $66M to $83M. Reported net income was $18M.
How have Schellman Compliance, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schellman Compliance, LLC's sponsor-wide assets grew 82.3%, from $46M to $83M.
Where does Schellman Compliance, LLC. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Schellman Compliance, LLC. 401(k) Profit Sharing Plan ranks in the 89th 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 Schellman Compliance, LLC. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stiles Machinery, Inc. 401(k) Retirement Plan in MI ($83M, 593 participants).
Which 401(k) plans cover a similar participant headcount to Schellman Compliance, LLC. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (528 participants, $47M 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 872465686.

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.