401(k) · DOL Form 5500 · 2022

Jeff Schmitt Auto Group, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
314
Participants Below avg headcount
56th
Percentile by assets National rank
$20,306
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jeff Schmitt Auto Group, Inc. 401(k) Plan · Sponsored by Jeff Schmitt Auto Group, Inc. · Ohio · Retail Trade

$6M in assets, 314 participants

Jeff Schmitt Auto Group, Inc.'s Jeff Schmitt Auto Group, Inc. 401(k) Plan reported $6M in total assets and 314 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #6,235 in Retail Trade (9,519 peers)

Coverage in Ohio

Jeff Schmitt Auto Group, Inc. 401(k) Plan covers 314 participants in Ohio, about 41% of the average Ohio filer (state average ~765 per filing). Assets: $6M.

#6,235
in Retail Trade (9,519 peers)
-8.7%
assets change YoY

The plan reported a net loss of $602K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jeff Schmitt Auto Group, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Jeff Schmitt Auto Group, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,376,024 Top 44% higher than 56% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Jeff Schmitt Auto Group, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeff Schmitt Auto Group, Inc. 401(k) Plan sits mid-pack in the medium band (314 participants).

DOL schedule card

Filing strip 310515803 · Jeff Schmitt Auto Group, Inc. PY 2022 · 401(k)

Jeff Schmitt Auto Group, Inc. 401(k) Plan · $6M · 314 · 56th

  • RANK $6M
  • PHOTO 314
  • IND 56th
  • EOY 401(k)
  • 5500 near Kualoa Ranch Hawaii, Inc. 401(k) Savings Plan
  • ASSETS ind #6235

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 Retail Trade retirement plans → · Plans in Ohio →

Jeff Schmitt Auto Group, Inc. 401(k) Plan in the asset neighbourhood

Jeff Schmitt Auto Group, Inc. 401(k) PlanJeff Schmitt Auto Group, Inc…$6MKualoa Ranch Hawaii, Inc. 401(k) Savings PlanKualoa Ranch Hawaii, Inc. 40…$6MGeneral Body Mfg. Company of Texas 401(k) PlanGeneral Body Mfg. Company of…$6MSt. Croix Retirement Savings PlanSt. Croix Retirement Savings…$6MSuburban Disposal Inc 401(k) Profit Sharing Plan and TrustSuburban Disposal Inc 401(k)…$6M
End-of-year total assets ($M) among Jeff Schmitt Auto Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$602K
Employer EIN310515803
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jeff Schmitt Auto Group, Inc.)

Sponsor-wide plan assets over time

All Jeff Schmitt Auto Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 33.384833557715595% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.38M $8.5M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 314 $6M
2023 1 325 $7M
2024 1 322 $9M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Jeff Schmitt Auto Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Jeff Schmitt Auto Group, Inc. 401(k) Plan, Total assets ($B): 0.006376024 · Participants: 314Jeff Schmitt Auto Group, Inc. 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Jeff Schmitt Auto Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Jeff Schmitt Auto Group, Inc. 401(k) Plan side-by-side with 3 peers →

Jeff Schmitt Auto Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Kualoa Ranch Hawaii, Inc. 401(k) Savings Plan in HI ($6M); by covered participants it is Benton Enterprises, Inc. 401(k) Plan in TX (314 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (314 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.

Frequently Asked Questions

How did Jeff Schmitt Auto Group, Inc. 401(k) Plan assets move in 2022? ▼
Jeff Schmitt Auto Group, Inc. 401(k) Plan pulled back noticeably - down 8.7% during 2022, from $7M to $6M. Reported net income was -$602K.
How have Jeff Schmitt Auto Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeff Schmitt Auto Group, Inc.'s sponsor-wide assets grew 33.4%, from $6M to $9M.
Which 401(k) plans are similar in size to Jeff Schmitt Auto Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kualoa Ranch Hawaii, Inc. 401(k) Savings Plan in HI ($6M, 285 participants).
Which 401(k) plans cover a similar participant headcount to Jeff Schmitt Auto Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Benton Enterprises, Inc. 401(k) Plan in TX (314 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 310515803.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.