401(k) · DOL Form 5500 · 2024
D.C. Schonberg & Associates LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 156
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $8,489
- Avg per participant Low balance/head
Official DOL plan name: Schonberg & Associates Retirement Savings Plan · Sponsored by D.C. Schonberg & Associates LLC · Louisiana · Healthcare & Social Assistance
$1M in assets, 156 participants
D.C. Schonberg & Associates LLC's Schonberg & Associates Retirement Savings Plan reported $1M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #3,715 in Healthcare & Social Assistance (16,916 peers)
Coverage in Louisiana
Schonberg & Associates Retirement Savings Plan covers 156 participants in Louisiana, about 32% of the average Louisiana filer (state average ~495 per filing). Assets: $1M.
- #3,715
- in Healthcare & Social Assistance (16,916 peers)
- -43.3%
- assets change YoY
The plan reported a net loss of $567K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Schonberg & Associates Retirement Savings Plan among the smaller filed plans by assets
Schonberg & Associates Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,324,344 25th percentile higher than 25% 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
Schonberg & Associates Retirement Savings 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. Schonberg & Associates Retirement Savings Plan sits mid-pack in the medium band (156 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Schonberg & Associates Retirement Savings Plan reported net income fell from $131K in the plan year 2023 filing to -$567K in the plan year 2024 filing.
- Schonberg & Associates Retirement Savings Plan end-of-year assets fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Schonberg & Associates Retirement Savings Plan reported participants rose from 123 in the plan year 2023 filing to 156 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 161705476 · D.C. Schonberg & Associates LLC PY 2024 · 401(k)
Schonberg & Associates Retirement Savings Plan · $1M · 156 · 25th
- NET $1M
- NET 156
- NET 25th
- NET 401(k)
- NET near Downtown Grand Hotel Las Vegas 401(k) Plan
- NET ind #3715
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 Healthcare & Social Assistance retirement plans → · Plans in Louisiana →
Schonberg & Associates Retirement Savings Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$567K |
| Employer EIN | 161705476 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (D.C. Schonberg & Associates LLC)
Sponsor-wide plan assets over time
All D.C. Schonberg & Associates LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 39.938911426103004% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 134 | $2M |
| 2023 | 1 | 123 | $2M |
| 2024 | 1 | 156 | $1M |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.3B · 26,319
- Savings Plan of Entergy Corporation and Subsidiaries $4.4B · 9,655
- Ochsner Clinic Foundation 401(k) Plan $2.7B · 32,229
- Louisiana Children's Medical Center Retirement and Savings Plan $1.0B · 13,357
- Amedisys Holding, LLC 401(k) Plan $955M · 18,862
Schonberg & Associates Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Downtown Grand Hotel Las Vegas 401(k) Plan in NV ($1M); by covered participants it is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.
- Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan (OR) 156 · 0 off
- Wecare Tlc, LLC 401(k) Profit Sharing Plan (FL) 156 · 0 off
- Boone Drugs, Inc. Savings Plus Plan (NC) 156 · 0 off
- Bauer Equipment America Inc 401(k) Plan (TX) 156 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.