401(k) · DOL Form 5500 · 2022

Schumann Steier Inc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
28th
Percentile by assets National rank
$265,398
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Schumann Steier Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Schumann Steier Inc · Texas · Wholesale Trade

$1M in assets, 5 participants

Schumann Steier Inc's Schumann Steier Inc 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,145 in Wholesale Trade (6,843 peers)

Schumann Steier Inc multi-year trail

Schumann Steier Inc's plans moved +31.4% in assets from 2022 to 2024; this filing shows Schumann Steier Inc 401(k) Profit Sharing Plan & Trust at $1M / 5 participants.

#1,145
in Wholesale Trade (6,843 peers)
-24.8%
assets change YoY

The plan reported a net loss of $439K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schumann Steier Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Schumann Steier Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,326,992 28th percentile higher than 28% 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

Schumann Steier Inc 401(k) Profit Sharing Plan & 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. Schumann Steier Inc 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 061296497 · Schumann Steier Inc PY 2022 · 401(k)

Schumann Steier Inc 401(k) Profit Sharing Plan & Trust · $1M · 5 · 28th

  • PHOTO $1M
  • PHOTO 5
  • PHOTO 28th
  • PHOTO 401(k)
  • PHOTO near Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan
  • PHOTO ind #1145

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 Wholesale Trade retirement plans → · Plans in Texas →

Schumann Steier Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Schumann Steier Inc 401(k) Profit Sharing Plan & TrustSchumann Steier Inc 401(k) P…$1MClient Financial Services of Michigan LLC 401(k) Profit Sharing PlanClient Financial Services of…$1MAyer Profit Sharing Plan$1MBci Retirement Plan$1MScncs, LLC. 401(k) Plan$1M
End-of-year total assets ($M) among Schumann Steier Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Schumann Steier Inc multi-year asset trail

Sponsor-wide plan assets over time

All Schumann Steier Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 31.36635337665939% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M 202220232024 $1.33M $1.74M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 4 $2M
2024 1 4 $2M

Schumann Steier Inc filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$439K
Employer EIN061296497
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Schumann Steier Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Schumann Steier Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001326992 · Participants: 5Schumann Steier Inc 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Schumann Steier Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Schumann Steier Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Schumann Steier Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan in MI ($1M); by covered participants it is Pintail Firearms Group, Inc. 401(k) Profit Sharing Plan in GA (5 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 (5 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 Schumann Steier Inc 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Schumann Steier Inc 401(k) Profit Sharing Plan & Trust declined sharply - down 24.8% during 2022, from $2M to $1M. Reported net income was -$439K.
How have Schumann Steier Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schumann Steier Inc's sponsor-wide assets grew 31.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Schumann Steier Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan in MI ($1M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Schumann Steier Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pintail Firearms Group, Inc. 401(k) Profit Sharing Plan in GA (5 participants, $73K 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 061296497.

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.