Profit Sharing · DOL Form 5500 · 2022
Schroeder & Associates, Ltd Profit Sharing Plan
Data updated 2026-08-25
- $234K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $58,569
- Avg per participant Low balance/head
Official DOL plan name: Schroeder & Associates Ltd Retirement Plan & Trust · Sponsored by Schroeder & Associates, Ltd · Illinois · Professional & Technical Services
$234K in assets, 4 participants
Schroeder & Associates, Ltd's Schroeder & Associates Ltd Retirement Plan & Trust reported $234K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.
- #2,064 in Professional & Technical Services (21,562 peers)
Schroeder & Associates, Ltd multi-year trail
Schroeder & Associates, Ltd's plans moved +99.8% in assets from 2022 to 2024; this filing shows Schroeder & Associates Ltd Retirement Plan & Trust at $234K / 4 participants.
- #2,064
- in Professional & Technical Services (21,562 peers)
- +29.3%
- assets growth YoY
Schroeder & Associates Ltd Retirement Plan & Trust among the smaller filed plans by assets
Schroeder & Associates Ltd Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$234,277 12th percentile higher than 12% 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
Schroeder & Associates Ltd Retirement 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. Schroeder & Associates Ltd Retirement Plan & Trust is a micro filing (4 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 831466809 · Schroeder & Associates, Ltd PY 2022 · Profit Sharing
Schroeder & Associates Ltd Retirement Plan & Trust · $234K · 4 · 12th
- NET $234K
- NET 4
- NET 12th
- NET Profit Sharing
- NET near Cnc Bigfly Inc. Retirement Plan
- NET ind #2064
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 Professional & Technical Services retirement plans → · Plans in Illinois →
Schroeder & Associates Ltd Retirement Plan & Trust in the asset neighbourhood
Schroeder & Associates, Ltd multi-year asset trail
Sponsor-wide plan assets over time
All Schroeder & Associates, Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $468K 99.84975050901284% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $234K |
| 2023 | 1 | 4 | $349K |
| 2024 | 1 | 4 | $468K |
Schroeder & Associates, Ltd filing trail (2022)
| Total Assets (Beginning of Year) | $181K |
|---|---|
| Net Assets (End of Year) | $234K |
| Net Income | $53K |
| Employer EIN | 831466809 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.0B · 17,181
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $2.9B · 21,985
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.5B · 4,327
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.4B · 16,140
- Accenture United States Discretionary Profit Sharing Plan $893M · 10,992
Schroeder & Associates Ltd Retirement Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Cnc Bigfly Inc. Retirement Plan in MO ($234K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($234K here).
- Cnc Bigfly Inc. Retirement Plan (MO) $234K · 1
- Creature Films Inc Profit Sharing Plan (CA) $234K · 1
- Ryther Defined Contribution Retirement Plan (WA) $234K · 116
- Joseph H Watson Profit Sharing Plan (AZ) $234K · 2
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Arz Education Retirement Plan (CA) 4 · 0 off
- Precision Signs, Inc. Retirement Plan (NC) 4 · 0 off
- Herms Lumber Sales, Inc. Profit Sharing Plan (CA) 4 · 0 off
- Reed & Reed Profit Sharing Plan (TX) 4 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.