401(k) · DOL Form 5500 · 2022

Schultz Softwater, Inc. 401(k) Plan

Data updated 2026-08-25

$668K
Total assets Small plan by assets
6
Participants Small participant base
21st
Percentile by assets National rank
$111,306
Avg per participant Below avg balance/head
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Official DOL plan name: Schultz Softwater 401(k) Plan · Sponsored by Schultz Softwater, Inc. · Minnesota · Retail Trade

$668K in assets, 6 participants

Schultz Softwater, Inc.'s Schultz Softwater 401(k) Plan reported $668K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,917 in Retail Trade (9,519 peers)

Schultz Softwater, Inc. multi-year trail

Schultz Softwater, Inc.'s plans moved +52.2% in assets from 2022 to 2024; this filing shows Schultz Softwater 401(k) Plan at $668K / 6 participants.

#2,917
in Retail Trade (9,519 peers)
-8.4%
assets change YoY

The plan reported a net loss of $61K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schultz Softwater 401(k) Plan among the smaller filed plans by assets

Schultz Softwater 401(k) Plan vs every filed plan by assets

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

$667,833 21st percentile higher than 21% 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

Schultz Softwater 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schultz Softwater 401(k) Plan is a micro filing (6 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 411777231 · Schultz Softwater, Inc. PY 2022 · 401(k)

Schultz Softwater 401(k) Plan · $668K · 6 · 21st

  • VS-ST $668K
  • BOY 6
  • SCH 21st
  • EBSA 401(k)
  • PART near Lvrg/Lvms 401(k) Plan
  • TYPE ind #2917

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 Retail Trade retirement plans → · Plans in Minnesota →

Schultz Softwater 401(k) Plan in the asset neighbourhood

Schultz Softwater 401(k) Plan$668KLvrg/Lvms 401(k) Plan$668KClinton Pallet Company 401(k) PlanClinton Pallet Company 401(k…$668KEbacon Pooled Employer Plan$668KVictoria's Secret & Co. Puerto Rico Retirement PlanVictoria's Secret & Co. Puer…$668K
End-of-year total assets ($M) among Schultz Softwater 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Schultz Softwater, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Schultz Softwater, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 52.20436845738381% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.67M $1.02M ▲ +52.2%
Year Plans Participants Total Assets
2022 1 6 $668K
2023 1 6 $847K
2024 1 7 $1M

Schultz Softwater, Inc. filing trail (2022)

Total Assets (Beginning of Year)$729K
Net Assets (End of Year)$668K
Net Income-$61K
Employer EIN411777231
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Schultz Softwater 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Schultz Softwater 401(k) Plan, Total assets ($B): 0.000667833 · Participants: 6Schultz Softwater 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Schultz Softwater 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Schultz Softwater 401(k) Plan side-by-side with 3 peers →

Schultz Softwater 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Lvrg/Lvms 401(k) Plan in PA ($668K); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($668K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Schultz Softwater 401(k) Plan assets move in 2022? ▼
Schultz Softwater 401(k) Plan pulled back noticeably - down 8.4% during 2022, from $729K to $668K. Reported net income was -$61K.
How have Schultz Softwater, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schultz Softwater, Inc.'s sponsor-wide assets grew 52.2%, from $668K to $1M.
Where does Schultz Softwater 401(k) Plan rank by assets among Form 5500 filers? ▼
Schultz Softwater 401(k) Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Schultz Softwater 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lvrg/Lvms 401(k) Plan in PA ($668K, 139 participants).
Which 401(k) plans cover a similar participant headcount to Schultz Softwater 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants, $302K 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 411777231.

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.