Profit Sharing · DOL Form 5500 · 2024

William Schappell & Sons, Inc. Profit Sharing Plan

Data updated 2026-08-25

$829K
Total assets Small plan by assets
5
Participants Small participant base
22nd
Percentile by assets National rank
$165,701
Avg per participant Above avg balance/head
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Official DOL plan name: Wiiliam Schappell & Sons, Inc. Profit Sharing Plan · Sponsored by William Schappell & Sons, Inc. · New Jersey · Retail Trade

$829K in assets, 5 participants

William Schappell & Sons, Inc.'s Wiiliam Schappell & Sons, Inc. Profit Sharing Plan reported $829K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,707 in Retail Trade (8,048 peers)

William Schappell & Sons, Inc. multi-year trail

William Schappell & Sons, Inc.'s plans moved +26.2% in assets from 2022 to 2024; this filing shows Wiiliam Schappell & Sons, Inc. Profit Sharing Plan at $829K / 5 participants.

#2,707
in Retail Trade (8,048 peers)
+9.5%
assets growth YoY

Wiiliam Schappell & Sons, Inc. Profit Sharing Plan among the smaller filed plans by assets

Wiiliam Schappell & Sons, Inc. Profit Sharing Plan vs every filed plan by assets

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

$828,503 22nd percentile higher than 22% 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

Wiiliam Schappell & Sons, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wiiliam Schappell & Sons, Inc. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wiiliam Schappell & Sons, Inc. Profit Sharing Plan reported net income fell from $100K in the plan year 2023 filing to $72K in the plan year 2024 filing.
  • Wiiliam Schappell & Sons, Inc. Profit Sharing Plan end-of-year assets rose from $756K in the plan year 2023 filing to $829K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 222130217 · William Schappell & Sons, Inc. PY 2024 · Profit Sharing

Wiiliam Schappell & Sons, Inc. Profit Sharing Plan · $829K · 5 · 22nd

  • 5500 $829K
  • ASSETS 5
  • PCT 22nd
  • EIN Profit Sharing
  • RANK near E. Jacob, M.D., P.a. Profit Sharing Trust
  • PHOTO ind #2707

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 Retail Trade retirement plans → · Plans in New Jersey →

Wiiliam Schappell & Sons, Inc. Profit Sharing Plan in the asset neighbourhood

Wiiliam Schappell & Sons, Inc. Profit Sharing PlanWiiliam Schappell & Sons, In…$829KE. Jacob, M.D., P.a. Profit Sharing TrustE. Jacob, M.D., P.a. Profit …$828KVlg Investments, Inc. Profit Sharing PlanVlg Investments, Inc. Profit…$827KBlitzer Company Profit Sharing PlanBlitzer Company Profit Shari…$827KLovelady State Bank Psp$830K
End-of-year total assets ($M) among Wiiliam Schappell & Sons, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

William Schappell & Sons, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All William Schappell & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$829K 26.16867403828143% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M 202220232024 $0.66M $0.83M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 5 $657K
2023 1 5 $756K
2024 1 5 $829K

William Schappell & Sons, Inc. filing trail (2024)

Total Assets (Beginning of Year)$756K
Net Assets (End of Year)$829K
Net Income$72K
Employer EIN222130217
Plan Effective Date1991-12-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Jersey

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Wiiliam Schappell & Sons, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Wiiliam Schappell & Sons, Inc. Profit Sharing Plan, Total assets ($B): 0.000828503 · Participants: 5Wiiliam Schappell & Sons, Inc. Profit Sharing PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.537544692 · Participants: 1666Ernst & Young Partnership Retirement (Hr-10) PlanHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.550996804 · Participants: 8865Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.508059789 · Participants: 10365Operating Engineers Local 825 Profit Sharing FundIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.684866455 · Participants: 2382IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.52416742 · Participants: 1704Kpmg Partner Retirement Savings Plan
Wiiliam Schappell & Sons, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Wiiliam Schappell & Sons, Inc. Profit Sharing Plan side-by-side with 3 peers →

Wiiliam Schappell & Sons, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is E. Jacob, M.D., P.a. Profit Sharing Trust in FL ($828K); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($829K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Wiiliam Schappell & Sons, Inc. Profit Sharing Plan assets move in 2024? ▼
Wiiliam Schappell & Sons, Inc. Profit Sharing Plan grew at a solid clip - up 9.5% during 2024, from $756K to $829K. Reported net income was $72K.
How have William Schappell & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Schappell & Sons, Inc.'s sponsor-wide assets grew 26.2%, from $657K to $829K.
Where does Wiiliam Schappell & Sons, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wiiliam Schappell & Sons, Inc. Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Wiiliam Schappell & Sons, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is E. Jacob, M.D., P.a. Profit Sharing Trust in FL ($828K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Wiiliam Schappell & Sons, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants, $735K 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 222130217.

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.