401(k) · DOL Form 5500 · 2022
Schear Financial Services, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 146
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $18,122
- Avg per participant Low balance/head
Official DOL plan name: Schear Financial Services, LLC 401(k) Plan · Sponsored by Schear Financial Services, LLC · Ohio · Management of Enterprises
$3M in assets, 146 participants
Schear Financial Services, LLC's Schear Financial Services, LLC 401(k) Plan reported $3M in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.
- #274 in Management of Enterprises (1,193 peers)
Coverage in Ohio
Schear Financial Services, LLC 401(k) Plan covers 146 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $3M.
- #274
- in Management of Enterprises (1,193 peers)
- +3.4%
- assets growth YoY
Schear Financial Services, LLC 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers
Schear Financial Services, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,645,819 38th percentile higher than 38% 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
Schear Financial Services, LLC 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. Schear Financial Services, LLC 401(k) Plan sits mid-pack in the medium band (146 participants).
EBSA filing schedule strip
Filing strip 200339525 · Schear Financial Services, LLC PY 2022 · 401(k)
Schear Financial Services, LLC 401(k) Plan · $3M · 146 · 38th
- PHOTO $3M
- PHOTO 146
- PHOTO 38th
- PHOTO 401(k)
- PHOTO near Sterling Software, Inc. 401(k) Profit Sharing Plan & Trust
- PHOTO ind #274
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 Management of Enterprises retirement plans → · Plans in Ohio →
Schear Financial Services, LLC 401(k) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $84K |
| Employer EIN | 200339525 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Schear Financial Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Sterling Software, Inc. 401(k) Profit Sharing Plan & Trust in MI ($3M); by covered participants it is Bcp 401(k) Plan in NC (146 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 (146 participants); asset peers above are excluded.
- Bcp 401(k) Plan (NC) 146 · 0 off
- Club Med Sales and Management Employee Retirement Plan (FL) 146 · 0 off
- Bill's Distributing, Ltd. 401(k) Profit Sharing Plan (WI) 146 · 0 off
- Pacific Dealership Group Retirement Plan (CA) 146 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.