401(k) · DOL Form 5500 · 2024

Robertson, Anshutz & Schneid Pl 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
191
Participants Below avg headcount
47th
Percentile by assets National rank
$33,516
Avg per participant Low balance/head
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Official DOL plan name: Robertson, Anschutz & Schneid, Pl 401(k) Profit Sharing Plan & Tr · Sponsored by Robertson, Anshutz & Schneid Pl · Florida · Professional & Technical Services

$6M in assets, 191 participants

Robertson, Anshutz & Schneid Pl's Robertson, Anschutz & Schneid, Pl 401(k) Profit Sharing Plan & Tr reported $6M in total assets and 191 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #8,991 in Professional & Technical Services (20,173 peers)

Coverage in Florida

Robertson, Anschutz & Schneid, Pl 401(k) Profit Sharing Plan & Tr covers 191 participants in Florida, about 30% of the average Florida filer (state average ~628 per filing). Assets: $6M.

#8,991
in Professional & Technical Services (20,173 peers)
+17.6%
assets growth YoY

Robertson, Anschutz & Schneid, Pl 401(k) Profit Sharing Plan & Tr's mid-pack asset rank among Professional & Technical Services and all filers

Robertson, Anschutz & Schneid, Pl 401(k) Profit Sharing Plan & Tr vs every filed plan by assets

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

$6,401,502 47th percentile higher than 47% 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

Robertson, Anschutz & Schneid, Pl 401(k) Profit Sharing Plan & Tr 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. Robertson, Anschutz & Schneid, Pl 401(k) Profit Sharing Plan & Tr sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Robertson, Anschutz & Schneid, Pl 401(k) Profit Sharing Plan & Tr reported net income fell from $1M in the plan year 2023 filing to $957K in the plan year 2024 filing.
  • Robertson, Anschutz & Schneid, Pl 401(k) Profit Sharing Plan & Tr end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 272872886 · Robertson, Anshutz & Schneid Pl PY 2024 · 401(k)

Robertson, Anschutz & Schneid, Pl 401(k) Profit Sharing Plan & Tr · $6M · 191 · 47th

  • PCT $6M
  • PCT 191
  • PCT 47th
  • PCT 401(k)
  • PCT near Kalkomey Enterprises, LLC Retirement Plan
  • PCT ind #8991

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 →

Robertson, Anschutz & Schneid, Pl 401(k) Profit Sharing Plan & Tr in the asset neighbourhood

Robertson, Anschutz & Schneid, Pl 401(k) Profit Sharing Plan & TrRobertson, Anschutz & Schnei…$6MKalkomey Enterprises, LLC Retirement PlanKalkomey Enterprises, LLC Re…$6MMotis Brands, Inc. 401(k) PlanMotis Brands, Inc. 401(k) Pl…$6MTeg Federal Credit Union Capital Accumulation PlanTeg Federal Credit Union Cap…$6MBarrett Petfood 401(k) Plan$6M
End-of-year total assets ($M) among Robertson, Anschutz & Schneid, Pl 401(k) Profit Sharing Plan & Tr and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$957K
Employer EIN272872886
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robertson, Anshutz & Schneid Pl)

Sponsor-wide plan assets over time

All Robertson, Anshutz & Schneid Pl plans reported in each filing year

Latest sponsor-wide plan assets
$6M 57.10618426096675% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.07M $6.4M ▲ +57.2%
Year Plans Participants Total Assets
2022 1 187 $4M
2023 1 192 $5M
2024 1 191 $6M

Nearby 401(k) Plans in Florida

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

Robertson, Anschutz & Schneid, Pl 401(k) Profit Sharing Plan & Tr vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Robertson, Anschutz & Schneid, Pl 401(k) Profit Sharing Plan & Tr, Total assets ($B): 0.006401502 · Participants: 191Robertson, Anschutz & Schneid, Pl 401(k) Profit Sharing Plan & TrL3harris 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
Robertson, Anschutz & Schneid, Pl 401(k) Profit Sharing Plan & Tr vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Robertson, Anschutz & Schneid, Pl 401(k) Profit Sharing Plan & Tr side-by-side with 3 peers →

Robertson, Anschutz & Schneid, Pl 401(k) Profit Sharing Plan & Tr's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Kalkomey Enterprises, LLC Retirement Plan in TX ($6M); by covered participants it is Brown-Campbell Company 401(k) Plan in MI (191 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Robertson, Anschutz & Schneid, Pl 401(k) Profit Sharing Plan & Tr assets move in 2024? ▼
Robertson, Anschutz & Schneid, Pl 401(k) Profit Sharing Plan & Tr grew sharply - up 17.6% during 2024, from $5M to $6M. Reported net income was $957K.
How have Robertson, Anshutz & Schneid Pl plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robertson, Anshutz & Schneid Pl's sponsor-wide assets grew 57.1%, from $4M to $6M.
Which 401(k) plans are similar in size to Robertson, Anschutz & Schneid, Pl 401(k) Profit Sharing Plan & Tr? ▼
Among 401(k) plans in other states, the closest by assets is Kalkomey Enterprises, LLC Retirement Plan in TX ($6M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Robertson, Anschutz & Schneid, Pl 401(k) Profit Sharing Plan & Tr? ▼
Among 401(k) plans in other states, the closest by covered participants is Brown-Campbell Company 401(k) Plan in MI (191 participants, $14M 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 272872886.

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.