401(k) · DOL Form 5500 · 2022
Jak Schmidt, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $6.6M
- Avg per participant High balance/head
Official DOL plan name: Jak Schmidt, Inc. 401(k) Profit Sharing Plan · Sponsored by Jak Schmidt, Inc. · New Mexico · Information & Media
$13M in assets, 2 participants
Jak Schmidt, Inc.'s Jak Schmidt, Inc. 401(k) Profit Sharing Plan reported $13M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #1,724 in Information & Media (2,911 peers)
Jak Schmidt, Inc. multi-year trail
Jak Schmidt, Inc.'s plans moved +14.1% in assets from 2022 to 2023; this filing shows Jak Schmidt, Inc. 401(k) Profit Sharing Plan at $13M / 2 participants.
- #1,724
- in Information & Media (2,911 peers)
- +7.1%
- assets growth YoY
Jak Schmidt, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Jak Schmidt, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,257,482 Top 30% higher than 70% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Jak Schmidt, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jak Schmidt, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 822070083 · Jak Schmidt, Inc. PY 2022 · 401(k)
Jak Schmidt, Inc. 401(k) Profit Sharing Plan · $13M · 2 · 70th
- BOY $13M
- BOY 2
- BOY 70th
- BOY 401(k)
- BOY near Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan
- BOY ind #1724
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 Information & Media retirement plans → · Plans in New Mexico →
Jak Schmidt, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Jak Schmidt, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Jak Schmidt, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 14.080584835038811% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $13M |
| 2023 | 2 | 4 | $15M |
Jak Schmidt, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $882K |
| Employer EIN | 822070083 |
| Plan Effective Date | 2017-07-10 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $5.0B · 14,007
- Triad 401(k) Retirement Plan $1.5B · 8,535
- Triad 401(k) Savings Plan $750M · 2,476
- Pnm Resources, Inc. Retirement Savings Plan $707M · 1,638
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $445M · 1,553
Jak Schmidt, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan in NY ($13M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.