401(k) · DOL Form 5500 · 2022
School Specialty, LLC 401(k) Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 1,242
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $56,241
- Avg per participant Low balance/head
Official DOL plan name: School Specialty 401(k) Plan · Sponsored by School Specialty, LLC · Wisconsin · Wholesale Trade
$70M in assets, 1,242 participants
School Specialty, LLC's School Specialty 401(k) Plan reported $70M in total assets and 1,242 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #6,301 in Wholesale Trade (6,843 peers)
Coverage in Wisconsin
School Specialty 401(k) Plan covers 1,242 participants in Wisconsin, 2.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $70M.
- #6,301
- in Wholesale Trade (6,843 peers)
- -14.6%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
School Specialty 401(k) Plan's outsized position by total assets
School Specialty 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$69,851,753 Top 9% higher than 91% 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
School Specialty 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. School Specialty 401(k) Plan lands in the large band (1,242 participants).
Form 5500 schedule snapshot
Filing strip 852162684 · School Specialty, LLC PY 2022 · 401(k)
School Specialty 401(k) Plan · $70M · 1,242 · 91st
- PCT $70M
- PCT 1,242
- PCT 91st
- PCT 401(k)
- PCT near Capital Communications Federal Credit Union Retirement Plan
- PCT ind #6301
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 Wisconsin →
School Specialty 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $82M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | -$12M |
| Employer EIN | 852162684 |
| Plan Effective Date | 1998-06-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (School Specialty, LLC)
Sponsor-wide plan assets over time
All School Specialty, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $99M 41.77101897499981% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,242 | $70M |
| 2023 | 1 | 1,329 | $87M |
| 2024 | 1 | 1,177 | $99M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
School Specialty 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Capital Communications Federal Credit Union Retirement Plan in NY ($70M); by covered participants it is Pcs 401(k) Retirement Plan in CO (1,242 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
- Capital Communications Federal Credit Union Retirement Plan (NY) $70M · 414
- Nissha Americas 401(k) Plan (NY) $70M · 975
- O'neil Industries, Inc. Incentive Savings Plan (IL) $70M · 393
- Triwest Healthcare Alliance Corp 401(k) Plan (AZ) $70M · 1,300
Similar participant headcount
Nearest other-state filings by covered participants (1,242 participants); asset peers above are excluded.
- Pcs 401(k) Retirement Plan (CO) 1,242 · 0 off
- Winona Health Employees' Retirement Plan (MN) 1,242 · 0 off
- Adsc Holdings, Inc. Retirement Savings Plan (PA) 1,243 · 1 off
- Zrs Management, LLC 401(k) Profit Sharing Plan (FL) 1,241 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.