401(k) · DOL Form 5500 · 2022

Barta - Schoenewald, Inc. Dba Advanced Motion Controls 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
122
Participants Small participant base
71st
Percentile by assets National rank
$115,254
Avg per participant Below avg balance/head
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Official DOL plan name: Advanced Motion Controls 401(k) Plan · Sponsored by Barta - Schoenewald, Inc. Dba Advanced Motion Controls · California · Manufacturing

$14M in assets, 122 participants

Barta - Schoenewald, Inc. Dba Advanced Motion Controls's Advanced Motion Controls 401(k) Plan reported $14M in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,485 in Manufacturing (20,602 peers)

Coverage in California

Advanced Motion Controls 401(k) Plan covers 122 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $14M.

#12,485
in Manufacturing (20,602 peers)
-16.0%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Advanced Motion Controls 401(k) Plan's outsized position by total assets

Advanced Motion Controls 401(k) Plan vs every filed plan by assets

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

$14,060,976 Top 29% higher than 71% 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

Advanced Motion Controls 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. Advanced Motion Controls 401(k) Plan sits mid-pack in the medium band (122 participants).

DOL schedule card

Filing strip 954188955 · Barta - Schoenewald, Inc. Dba Advanced Motion Controls PY 2022 · 401(k)

Advanced Motion Controls 401(k) Plan · $14M · 122 · 71st

  • 5500 $14M
  • ASSETS 122
  • PCT 71st
  • EIN 401(k)
  • RANK near Seaway Hotels 401(k)
  • PHOTO ind #12485

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 Manufacturing retirement plans → · Plans in California →

Advanced Motion Controls 401(k) Plan in the asset neighbourhood

Advanced Motion Controls 401(k) PlanAdvanced Motion Controls 401…$14MSeaway Hotels 401(k)$14MAlta Planning + Design, Inc. 401(k) Profit Sharing PlanAlta Planning + Design, Inc.…$14MNappi Distributors, Inc. 401(k) PlanNappi Distributors, Inc. 401…$14MKeap 401(k) Plan$14M
End-of-year total assets ($M) among Advanced Motion Controls 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN954188955
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barta - Schoenewald, Inc. Dba Advanced Motion Controls)

Sponsor-wide plan assets over time

All Barta - Schoenewald, Inc. Dba Advanced Motion Controls plans reported in each filing year

Latest sponsor-wide plan assets
$19M 33.96962629052208% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.1M $18.8M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 122 $14M
2023 1 123 $16M
2024 1 124 $19M

Nearby 401(k) Plans in California

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

Advanced Motion Controls 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Advanced Motion Controls 401(k) Plan, Total assets ($B): 0.014060976 · Participants: 122Advanced Motion Controls 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Advanced Motion Controls 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Advanced Motion Controls 401(k) Plan side-by-side with 3 peers →

Advanced Motion Controls 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Seaway Hotels 401(k) in FL ($14M); by covered participants it is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Advanced Motion Controls 401(k) Plan assets move in 2022? ▼
Advanced Motion Controls 401(k) Plan declined sharply - down 16.0% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Barta - Schoenewald, Inc. Dba Advanced Motion Controls plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barta - Schoenewald, Inc. Dba Advanced Motion Controls's sponsor-wide assets grew 34.0%, from $14M to $19M.
Which 401(k) plans are similar in size to Advanced Motion Controls 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Seaway Hotels 401(k) in FL ($14M, 1,543 participants).
Which 401(k) plans cover a similar participant headcount to Advanced Motion Controls 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants, $7M 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 954188955.

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.