401(k) · DOL Form 5500 · 2022

Schaefer Systems International 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
380
Participants Below avg headcount
80th
Percentile by assets National rank
$65,024
Avg per participant Low balance/head
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Official DOL plan name: Schaefer Systems International, Inc. 401(k) Retirement Plan · Sponsored by Schaefer Systems International · North Carolina · Construction

$25M in assets, 380 participants

Schaefer Systems International's Schaefer Systems International, Inc. 401(k) Retirement Plan reported $25M in total assets and 380 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,886 in Construction (9,927 peers)

Coverage in North Carolina

Schaefer Systems International, Inc. 401(k) Retirement Plan covers 380 participants in North Carolina, about 46% of the average North Carolina filer (state average ~819 per filing). Assets: $25M.

#7,886
in Construction (9,927 peers)
-38.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schaefer Systems International, Inc. 401(k) Retirement Plan's outsized position by total assets

Schaefer Systems International, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$24,709,048 Top 20% higher than 80% 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

Schaefer Systems International, Inc. 401(k) Retirement 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. Schaefer Systems International, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (380 participants).

Published 5500 schedule card

Filing strip 221851861 · Schaefer Systems International PY 2022 · 401(k)

Schaefer Systems International, Inc. 401(k) Retirement Plan · $25M · 380 · 80th

  • BOOK $25M
  • BOOK 380
  • BOOK 80th
  • BOOK 401(k)
  • BOOK near Sperry Rail, Inc. Savings & Investment Plan
  • BOOK ind #7886

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 Construction retirement plans → · Plans in North Carolina →

Schaefer Systems International, Inc. 401(k) Retirement Plan in the asset neighbourhood

Schaefer Systems International, Inc. 401(k) Retirement PlanSchaefer Systems Internation…$25MSperry Rail, Inc. Savings & Investment PlanSperry Rail, Inc. Savings & …$25MRoyal Neighbors of America 401(k) Retirement PlanRoyal Neighbors of America 4…$25MSmartthings 401(k) Plan$25MRda Company, LLC 401(k) Plan$25M
End-of-year total assets ($M) among Schaefer Systems International, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$25M
Net Income-$4M
Employer EIN221851861
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schaefer Systems International)

Sponsor-wide plan assets over time

All Schaefer Systems International plans reported in each filing year

Latest sponsor-wide plan assets
$33M 33.165628234645055% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.7M $32.9M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 380 $25M
2023 1 355 $28M
2024 1 292 $33M

Nearby 401(k) Plans in North Carolina

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

Schaefer Systems International, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Schaefer Systems International, Inc. 401(k) Retirement Plan, Total assets ($B): 0.024709048 · Participants: 380Schaefer Systems International, Inc. 401(k) Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Schaefer Systems International, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Schaefer Systems International, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Schaefer Systems International, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Sperry Rail, Inc. Savings & Investment Plan in CT ($25M); by covered participants it is The Healthalliance Hospital - Broadway Campus 401(k) Savings Plan in NY (380 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (380 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 Schaefer Systems International, Inc. 401(k) Retirement Plan assets move in 2022? ▼
Schaefer Systems International, Inc. 401(k) Retirement Plan contracted severely - down 38.4% during 2022, from $40M to $25M. Reported net income was -$4M.
How have Schaefer Systems International plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schaefer Systems International's sponsor-wide assets grew 33.2%, from $25M to $33M.
Where does Schaefer Systems International, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Schaefer Systems International, Inc. 401(k) Retirement Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Schaefer Systems International, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sperry Rail, Inc. Savings & Investment Plan in CT ($25M, 319 participants).
Which 401(k) plans cover a similar participant headcount to Schaefer Systems International, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Healthalliance Hospital - Broadway Campus 401(k) Savings Plan in NY (380 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 221851861.

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.