401(k) · DOL Form 5500 · 2022

Schimberg Co. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
169
Participants Small participant base
83rd
Percentile by assets National rank
$182,607
Avg per participant Above avg balance/head
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Official DOL plan name: Schimberg Co. Profit Sharing Plan · Sponsored by Schimberg Co. · Iowa · Wholesale Trade

$31M in assets, 169 participants

Schimberg Co.'s Schimberg Co. Profit Sharing Plan reported $31M in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #5,673 in Wholesale Trade (6,843 peers)

Coverage in Iowa

Schimberg Co. Profit Sharing Plan covers 169 participants in Iowa, about 28% of the average Iowa filer (state average ~609 per filing). Assets: $31M.

#5,673
in Wholesale Trade (6,843 peers)
-16.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schimberg Co. Profit Sharing Plan's outsized position by total assets

Schimberg Co. Profit Sharing Plan vs every filed plan by assets

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

$30,860,632 Top 17% higher than 83% 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

Schimberg Co. Profit Sharing 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. Schimberg Co. Profit Sharing Plan sits mid-pack in the medium band (169 participants).

Published 5500 schedule card

Filing strip 420509630 · Schimberg Co. PY 2022 · 401(k)

Schimberg Co. Profit Sharing Plan · $31M · 169 · 83rd

  • TYPE $31M
  • TYPE 169
  • TYPE 83rd
  • TYPE 401(k)
  • TYPE near Sheridan Production Operating Company, LLC 401(k) Savings Plan
  • TYPE ind #5673

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 Iowa →

Schimberg Co. Profit Sharing Plan in the asset neighbourhood

Sonny's Enterprises, LLC 401(k) Profit PlanSonny's Enterprises, LLC 401…$31MBryan Heart Retirement Savings PlanBryan Heart Retirement Savin…$31MSchimberg Co. Profit Sharing PlanSchimberg Co. Profit Sharing…$31MSheridan Production Operating Company, LLC 401(k) Savings PlanSheridan Production Operatin…$31MRound Room Holdings, Inc. 401(k) Profit Sharing PlanRound Room Holdings, Inc. 40…$31M
End-of-year total assets ($M) among Schimberg Co. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$31M
Net Income-$6M
Employer EIN420509630
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schimberg Co.)

Sponsor-wide plan assets over time

All Schimberg Co. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 35.59767343714802% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.9M $41.9M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 169 $31M
2023 1 163 $37M
2024 1 166 $42M

Nearby 401(k) Plans in Iowa

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

Schimberg Co. Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Schimberg Co. Profit Sharing Plan, Total assets ($B): 0.030860632 · Participants: 169Schimberg Co. Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Schimberg Co. Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Schimberg Co. Profit Sharing Plan side-by-side with 3 peers →

Schimberg Co. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Sheridan Production Operating Company, LLC 401(k) Savings Plan in TX ($31M); by covered participants it is Nye Automotive Group, Inc. 401(k) Plan in NY (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Schimberg Co. Profit Sharing Plan assets move in 2022? ▼
Schimberg Co. Profit Sharing Plan declined sharply - down 16.1% during 2022, from $37M to $31M. Reported net income was -$6M.
How have Schimberg Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schimberg Co.'s sponsor-wide assets grew 35.6%, from $31M to $42M.
Where does Schimberg Co. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Schimberg Co. Profit Sharing Plan ranks in the 83rd 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 Schimberg Co. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sheridan Production Operating Company, LLC 401(k) Savings Plan in TX ($31M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Schimberg Co. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nye Automotive Group, Inc. 401(k) Plan in NY (169 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 420509630.

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.