401(k) · DOL Form 5500 · 2022

Schmitt-Sussman Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
174
Participants Small participant base
76th
Percentile by assets National rank
$103,000
Avg per participant Below avg balance/head
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Official DOL plan name: Schmitt-Sussman Enterprises, Inc. 401(k) Plan · Sponsored by Schmitt-Sussman Enterprises, Inc. · Connecticut · Finance & Insurance

$18M in assets, 174 participants

Schmitt-Sussman Enterprises, Inc.'s Schmitt-Sussman Enterprises, Inc. 401(k) Plan reported $18M in total assets and 174 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,693 in Finance & Insurance (9,261 peers)

Coverage in Connecticut

Schmitt-Sussman Enterprises, Inc. 401(k) Plan covers 174 participants in Connecticut, about 24% of the average Connecticut filer (state average ~718 per filing). Assets: $18M.

#5,693
in Finance & Insurance (9,261 peers)
-16.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schmitt-Sussman Enterprises, Inc. 401(k) Plan's outsized position by total assets

Schmitt-Sussman Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$17,921,947 Top 24% higher than 76% 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

Schmitt-Sussman Enterprises, Inc. 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. Schmitt-Sussman Enterprises, Inc. 401(k) Plan sits mid-pack in the medium band (174 participants).

Published 5500 schedule card

Filing strip 060895325 · Schmitt-Sussman Enterprises, Inc. PY 2022 · 401(k)

Schmitt-Sussman Enterprises, Inc. 401(k) Plan · $18M · 174 · 76th

  • EIN $18M
  • RANK 174
  • PHOTO 76th
  • IND 401(k)
  • EOY near Lakeside Bank Employee Savings and Protection Plan
  • 5500 ind #5693

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Schmitt-Sussman Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Schmitt-Sussman Enterprises, Inc. 401(k) PlanSchmitt-Sussman Enterprises,…$18MLakeside Bank Employee Savings and Protection PlanLakeside Bank Employee Savin…$18MAnalytic Partners, Inc. 401(k) PlanAnalytic Partners, Inc. 401(…$18MAspekt Solutions 401(k) and Profit Sharing PlanAspekt Solutions 401(k) and …$18MTeam Velocity Marketing, LLC 401(k) PlanTeam Velocity Marketing, LLC…$18M
End-of-year total assets ($M) among Schmitt-Sussman Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$3M
Employer EIN060895325
Plan Effective Date1988-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schmitt-Sussman Enterprises, Inc.)

Sponsor-wide plan assets over time

All Schmitt-Sussman Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 28.07877961027337% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.9M $23M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 174 $18M
2023 1 178 $22M
2024 1 203 $23M

Nearby 401(k) Plans in Connecticut

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

Schmitt-Sussman Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Schmitt-Sussman Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.017921947 · Participants: 174Schmitt-Sussman Enterprises, Inc. 401(k) PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Schmitt-Sussman Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Schmitt-Sussman Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

Schmitt-Sussman Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Lakeside Bank Employee Savings and Protection Plan in IL ($18M); by covered participants it is Decarolis Truck Rental, Inc. P/S & Savings Plan in NY (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Schmitt-Sussman Enterprises, Inc. 401(k) Plan assets move in 2022? ▼
Schmitt-Sussman Enterprises, Inc. 401(k) Plan declined sharply - down 16.1% during 2022, from $21M to $18M. Reported net income was -$3M.
How have Schmitt-Sussman Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schmitt-Sussman Enterprises, Inc.'s sponsor-wide assets grew 28.1%, from $18M to $23M.
Where does Schmitt-Sussman Enterprises, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Schmitt-Sussman Enterprises, Inc. 401(k) Plan ranks in the 76th 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 Schmitt-Sussman Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lakeside Bank Employee Savings and Protection Plan in IL ($18M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Schmitt-Sussman Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Decarolis Truck Rental, Inc. P/S & Savings Plan in NY (174 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 060895325.

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.