401(k) · DOL Form 5500 · 2024

Schonfeld Strategic Advisors LLC 401(k) Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
512
Participants Below avg headcount
89th
Percentile by assets National rank
$170,375
Avg per participant Above avg balance/head
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Official DOL plan name: Schonfeld 401(k) Plan · Sponsored by Schonfeld Strategic Advisors LLC · New York · Finance & Insurance

$87M in assets, 512 participants

Schonfeld Strategic Advisors LLC's Schonfeld 401(k) Plan reported $87M in total assets and 512 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.

  • #7,144 in Finance & Insurance (8,549 peers)

Where Schonfeld 401(k) Plan sits by assets

Schonfeld 401(k) Plan sits in the top quartile of all filed plans by assets, $87M for 512 participants (~$170,375/participant), up 22.6% in 2024.

#7,144
in Finance & Insurance (8,549 peers)
+22.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Schonfeld 401(k) Plan's outsized position by total assets

Schonfeld 401(k) Plan vs every filed plan by assets

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

$87,231,972 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

Schonfeld 401(k) 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. Schonfeld 401(k) Plan sits mid-pack in the medium band (512 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schonfeld 401(k) Plan reported net income fell from $23M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Schonfeld 401(k) Plan end-of-year assets rose from $71M in the plan year 2023 filing to $87M in the plan year 2024 filing.
  • Schonfeld 401(k) Plan reported participants fell from 553 in the plan year 2023 filing to 512 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 475082310 · Schonfeld Strategic Advisors LLC PY 2024 · 401(k)

Schonfeld 401(k) Plan · $87M · 512 · 89th

  • SCH $87M
  • EBSA 512
  • PART 89th
  • TYPE 401(k)
  • NET near Community Health Centers of the Central Coast, Inc. 401(a) Savings Plan
  • BOOK ind #7144

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 Finance & Insurance retirement plans → · Plans in New York →

Schonfeld 401(k) Plan in the asset neighbourhood

Jayco, Inc. 401(k) Savings & Investment Plan & Trust PlanJayco, Inc. 401(k) Savings &…$87MSchonfeld 401(k) Plan$87MCommunity Health Centers of the Central Coast, Inc. 401(a) Savings PlanCommunity Health Centers of …$87MHealth New England 401(k) Retirement PlanHealth New England 401(k) Re…$87MToyota Research Institute 401(k) PlanToyota Research Institute 40…$87M
End-of-year total assets ($M) among Schonfeld 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$87M
Net Income$16M
Employer EIN475082310
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schonfeld Strategic Advisors LLC)

Sponsor-wide plan assets over time

All Schonfeld Strategic Advisors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$87M 82.05949147256419% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $47.9M $87.2M ▲ +82.1%
Year Plans Participants Total Assets
2022 1 406 $48M
2023 1 553 $71M
2024 1 512 $87M

Nearby 401(k) Plans in New York

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

Schonfeld 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Schonfeld 401(k) Plan, Total assets ($B): 0.087231972 · Participants: 512Schonfeld 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
Schonfeld 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Schonfeld 401(k) Plan side-by-side with 3 peers →

Schonfeld 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Community Health Centers of the Central Coast, Inc. 401(a) Savings Plan in CA ($87M); by covered participants it is Therapy Management Services 401(k) Plan in TX (512 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (512 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 Schonfeld 401(k) Plan assets move in 2024? ▼
Schonfeld 401(k) Plan grew sharply - up 22.6% during 2024, from $71M to $87M. Reported net income was $16M.
How have Schonfeld Strategic Advisors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schonfeld Strategic Advisors LLC's sponsor-wide assets grew 82.1%, from $48M to $87M.
Where does Schonfeld 401(k) Plan rank by assets among Form 5500 filers? ▼
Schonfeld 401(k) 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 Schonfeld 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Health Centers of the Central Coast, Inc. 401(a) Savings Plan in CA ($87M, 760 participants).
Which 401(k) plans cover a similar participant headcount to Schonfeld 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Therapy Management Services 401(k) Plan in TX (512 participants, $15M 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 475082310.

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.