Steven Schaefer Associates, INC.: 401(k) plan, 135 participants (Cincinnati, OH)
Steven Schaefer Associates, INC. (Cincinnati, Ohio): 401(k) plan, 135 participants (Cincinnati, OH). Its participants of 135 is below the median of 294 (17th percentile). Dated 21 days ago, it is in the active follow-up window. Score 65/100. As of 2026-11-04, from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset).
Data as of · Compiled by Zalwin from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
participants: 135 · 17th percentile of 126,658 BenefitPlanPulse records · 0.5x the median
Free preview: all 11 published fields of this record are shown below. Locked: 499 related OH BenefitPlanPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Employer (plan sponsor) | Steven Schaefer Associates, INC. |
| EIN | 310964154 |
| Plan | Schaefer 401(k) Profit Sharing Plan |
| Plan type | 401(k) |
| Trigger | Plan with 100+ participants |
| Participants | 135 |
| Industry | Professional services |
| Location | Cincinnati, OH |
| Plan effective | 1996-01-01 |
| Plan year | 2025 |
| Filed | 2026-10-15 |
| participants percentile | 17th of 126,658 (median 294, 0.5x median) |
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CSV columns: Employer · Plan · Trigger · Participants · State · Filed · official source URL
- Source agency: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
- Record date: 2026-10-15
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset) · Last refreshed: Wed, 04 Nov 2026 01:39:03 GMT
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Peer benchmark and outreach value: Steven Schaefer Associates, INC. and 5,652 Ohio peers
- Ohio BenefitPlanPulse records like this one: 5,652
- Steven Schaefer Associates, INC.'s participants: 17th percentile of 126,658 records
- Timing: Medium: dated in the last 30 days
- Estimated pipeline if you contact every Ohio peer: $1,130,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
65 / 100 Score
- Filed in the last 30 days.
- 135 participants.
- 401(k) plan.
What is the BenefitPlanPulse record for Steven Schaefer Associates, INC. in Cincinnati, Ohio?
Steven Schaefer Associates, INC. filed a Form 5500 for its 401(k) plan (plan with 100+ participants) with 135 participants on 2026-10-15.
How does Steven Schaefer Associates, INC. compare to other Ohio BenefitPlanPulse records?
Its participants of 135 is below the median (17th percentile); smaller records often move faster and face less competition. It is 21 days old, still within a typical 45-day follow-up window.
Steven Schaefer Associates, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Steven Schaefer Associates, INC. | Cincinnati, OH | 135 | 17th | 2026-10-15 |
| Zarazophiya Enterprises | Elk Grove, CA | 122 | 12th | 2026-10-23 |
| Hoshino (USA), INC. | Bensalem, PA | 120 | 12th | 2026-10-23 |
| Sofgen Pharmaceuticals LLC | Miramar, FL | 153 | 22nd | 2026-10-23 |
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From public Form 5500 filings released by the U.S. Department of Labor. Employer and plan level only: we never list signers, contacts or participants. A final filing can mean a termination, merger or transfer; read the filing on EFAST.