My Plan Facts

Employers › California

Employer · plans filed under one EIN

Stearns, Conrad & Schmidt Consulting Engineers Inc.

Long Beach, CA · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$425Mnet assets across plans
3,506participant records2,644 active
$17.1Memployer contributions, latest plan years$6,477 per active record
$245KSchedule C compensation to organisations$69.96 per participant record

Stearns, Conrad & Schmidt Consulting Engineers Inc., based in Long Beach, California, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 3,506 participant records and $425M in net assets.

The largest is SCS Engineers Employee Stock Ownership Plan, an employee stock ownership plan with 1,864 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $17.1M and participant contributions $10.5M in the latest plan years; benefits paid were $31.6M. Schedule C compensation reported to service provider organisations totalled $245K.

Combined net assets moved from $86.1M in 2009 to $261M in 2025 (up 203%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
SCS Engineers Employee Stock Ownership Planemployee stock ownership plan20251,864$261M$140,219$11,896$192K
SCS Engineers 401(k) Plan401(k) plan20241,642$164M$99,604$866$53K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $86.1M2010: $97.5M2011: $98.1M2012: $109M2013: $118M2014: $119M2015: $123M2016: $128M2017: $152M2018: $156M2019: $196M2020: $249M2021: $333M2022: $321M2023: $365M2024: $413M2025: $261M$86.1M$413M$261M200920122016202020242025
Combined net assets
2009: 1,6152010: 1,6052011: 1,6822012: 1,7652013: 1,9042014: 1,9432015: 1,9382016: 1,9532017: 2,0592018: 2,1882019: 2,3642020: 2,3922021: 2,7202022: 2,9002023: 3,1652024: 3,4282025: 1,8641,6153,4281,864200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202511,864$261M$16.0M$0
202423,428$413M$16.6M$10.5M
202323,165$365M$14.6M$9.2M
202222,900$321M$13.3M$7.8M
202122,720$333M$12.4M$6.7M
202022,392$249M$11.2M$5.8M
201922,364$196M$9.9M$5.2M
201822,188$156M$8.6M$4.6M
201722,059$152M$7.9M$4.2M
201621,953$128M$7.2M$3.9M
201521,938$123M$7.2M$3.5M
201421,943$119M$5.5M$3.5M
201321,904$118M$4.2M$3.4M
201221,765$109M$4.5M$2.9M
201121,682$98.1M$3.6M$2.6M
201021,605$97.5M$3.2M$1.8M
200921,615$86.1M$3.9M$2.3M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
UBSInvestment management1$192,487
Fidelity Investments InstitutionalParticipant loan processing1$30,734
Strategic Advisors, Inc.Investment advisory (plan)1$22,048

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

UBS$192K
Fidelity Investments Institutional$31K
Strategic Advisors, Inc.$22K

Questions and answers

How many retirement plans does Stearns, Conrad & Schmidt Consulting Engineers Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: SCS Engineers Employee Stock Ownership Plan and SCS Engineers 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Stearns, Conrad & Schmidt Consulting Engineers Inc. contribute to its plans?

$17,125,241 in employer contributions across these plans in their latest plan years, about $6,477 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name UBS, Fidelity Investments Institutional and Strategic Advisors, Inc.. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.