401(k) · DOL Form 5500 · 2022
Newman & Schimel, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $983,929
- Avg per participant High balance/head
Official DOL plan name: Newman & Schimel, LLC 401(k) Plan and Trust · Sponsored by Newman & Schimel, LLC · Illinois · Finance & Insurance
$3M in assets, 3 participants
Newman & Schimel, LLC's Newman & Schimel, LLC 401(k) Plan and Trust reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- #2,520 in Finance & Insurance (9,261 peers)
What the 2022 filing shows
Newman & Schimel, LLC 401(k) Plan and Trust holds $3M for 3 participants - about $983,929 per participant, in the lower half of filed plans by assets.
- #2,520
- in Finance & Insurance (9,261 peers)
- +3.5%
- assets growth YoY
Newman & Schimel, LLC 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Newman & Schimel, LLC 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,951,787 40th percentile higher than 40% 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
Newman & Schimel, LLC 401(k) Plan and Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newman & Schimel, LLC 401(k) Plan and Trust is a micro filing (3 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 208008610 · Newman & Schimel, LLC PY 2022 · 401(k)
Newman & Schimel, LLC 401(k) Plan and Trust · $3M · 3 · 40th
- ASSETS $3M
- PCT 3
- EIN 40th
- RANK 401(k)
- PHOTO near Tracfrac Inc. Retirement Plan
- IND ind #2520
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 Finance & Insurance retirement plans → · Plans in Illinois →
Newman & Schimel, LLC 401(k) Plan and Trust in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $100K |
| Employer EIN | 208008610 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Newman & Schimel, LLC 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Tracfrac Inc. Retirement Plan in ND ($3M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.