401(k) · DOL Form 5500 · 2022
Schu Box, Inc 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $621,039
- Avg per participant High balance/head
Official DOL plan name: Schu Box Retirement Plan · Sponsored by Schu Box, Inc · Kentucky · Real Estate
$1M in assets, 2 participants
Schu Box, Inc's Schu Box Retirement Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- #2,255 in Real Estate (5,057 peers)
2022 asset change
Schu Box Retirement Plan grew sharply 16.9% in 2022 ($1M → $1M) for 2 participants.
- #2,255
- in Real Estate (5,057 peers)
- +16.9%
- assets growth YoY
Schu Box Retirement Plan among the smaller filed plans by assets
Schu Box Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,242,077 27th percentile higher than 27% 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
Schu Box Retirement 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. Schu Box Retirement Plan is a micro filing (2 participants), the leftmost band.
DOL schedule card
Filing strip 812846199 · Schu Box, Inc PY 2022 · 401(k)
Schu Box Retirement Plan · $1M · 2 · 27th
- ASSETS $1M
- ASSETS 2
- ASSETS 27th
- ASSETS 401(k)
- ASSETS near Seoyon E-Hwa Interior Systems Georgia, Inc. 401(k) Plan
- ASSETS ind #2255
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 Real Estate retirement plans → · Plans in Kentucky →
Schu Box Retirement Plan in the asset neighbourhood
Schu Box, Inc years around the 2022 move
Sponsor-wide plan assets over time
All Schu Box, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 3.007704031231558% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 2 | $1M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $180K |
| Employer EIN | 812846199 |
| Plan Effective Date | 2016-06-06 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Humana Retirement Savings Plan $6.4B · 44,930
- Commonspirit Health 401(k) Retirement Savings Plan $6.1B · 85,671
- UPS/Ipa 401 (K) Savings Plan $1.2B · 2,992
- Lexmark Savings Plan $1.1B · 1,811
- Kindred 401 (K) Plan $969M · 22,132
Schu Box Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Seoyon E-Hwa Interior Systems Georgia, Inc. 401(k) Plan in GA ($1M); 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 ($1M 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.