401(k) · DOL Form 5500 · 2022
A.L. Schutzman Company 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 136
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $53,917
- Avg per participant Low balance/head
Official DOL plan name: A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan · Sponsored by A.L. Schutzman Company · Wisconsin · Wholesale Trade
$7M in assets, 136 participants
A.L. Schutzman Company's A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan reported $7M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- #3,341 in Wholesale Trade (6,843 peers)
Coverage in Wisconsin
A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan covers 136 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.
- #3,341
- in Wholesale Trade (6,843 peers)
- -14.9%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers
A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,332,689 Top 42% higher than 58% 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
A.L. Schutzman Company, Inc. 401(k) 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. A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (136 participants).
EBSA filing schedule strip
Filing strip 390602420 · A.L. Schutzman Company PY 2022 · 401(k)
A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan · $7M · 136 · 58th
- PHOTO $7M
- PHOTO 136
- PHOTO 58th
- PHOTO 401(k)
- PHOTO near Check-Mate Industries, Inc. 401(k) Profit Sharing Plan and Trust
- PHOTO ind #3341
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 →
A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| Employer EIN | 390602420 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (A.L. Schutzman Company)
Sponsor-wide plan assets over time
All A.L. Schutzman Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 11.411993608347498% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 136 | $7M |
| 2023 | 1 | 136 | $7M |
| 2024 | 1 | 116 | $8M |
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
A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Check-Mate Industries, Inc. 401(k) Profit Sharing Plan and Trust in NY ($7M); by covered participants it is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (136 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.