401(k) · DOL Form 5500 · 2022

Schaefer & Bierlein Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
35
Participants Small participant base
41st
Percentile by assets National rank
$88,141
Avg per participant Below avg balance/head
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Official DOL plan name: Schaefer & Bierlein Inc Profit Sharing 401(k) Plan · Sponsored by Schaefer & Bierlein Inc · Michigan · Retail Trade

$3M in assets, 35 participants

Schaefer & Bierlein Inc's Schaefer & Bierlein Inc Profit Sharing 401(k) Plan reported $3M in total assets and 35 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,794 in Retail Trade (9,519 peers)

2022 asset change

Schaefer & Bierlein Inc Profit Sharing 401(k) Plan declined sharply 15.6% in 2022 ($4M → $3M) for 35 participants.

#4,794
in Retail Trade (9,519 peers)
-15.6%
assets change YoY

The plan reported a net loss of $571K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schaefer & Bierlein Inc Profit Sharing 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Schaefer & Bierlein Inc Profit Sharing 401(k) Plan vs every filed plan by assets

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

$3,084,949 41st percentile higher than 41% 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

Schaefer & Bierlein Inc Profit Sharing 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schaefer & Bierlein Inc Profit Sharing 401(k) Plan is a small filing (35 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 382085142 · Schaefer & Bierlein Inc PY 2022 · 401(k)

Schaefer & Bierlein Inc Profit Sharing 401(k) Plan · $3M · 35 · 41st

  • PHOTO $3M
  • IND 35
  • EOY 41st
  • 5500 401(k)
  • ASSETS near Bethlen Home 403(b)(7) Plan
  • PCT ind #4794

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 Michigan →

Schaefer & Bierlein Inc Profit Sharing 401(k) Plan in the asset neighbourhood

Bethlen Home 403(b)(7) Plan$3MCounty Burner & Machinery Corp. Employee Stock Ownership PlanCounty Burner & Machinery Co…$3MProlink Corporation Profit Sharing PlanProlink Corporation Profit S…$3MSchaefer & Bierlein Inc Profit Sharing 401(k) PlanSchaefer & Bierlein Inc Prof…$3MNorth Country Insurance Company 401(k) Profit Sharing PlanNorth Country Insurance Comp…$3M
End-of-year total assets ($M) among Schaefer & Bierlein Inc Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Schaefer & Bierlein Inc years around the 2022 move

Sponsor-wide plan assets over time

All Schaefer & Bierlein Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.869254564662171% vs 2022
2024 filing year
$3M$3.1M$3.2M$3.3M$3.4M 202220232024 $3.08M $3.3M ▲ +7.1%
Year Plans Participants Total Assets
2022 1 35 $3M
2023 1 38 $3M
2024 1 38 $3M

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$571K
Employer EIN382085142
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Schaefer & Bierlein Inc Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Schaefer & Bierlein Inc Profit Sharing 401(k) Plan, Total assets ($B): 0.003084949 · Participants: 35Schaefer & Bierlein Inc Profit Sharing 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Schaefer & Bierlein Inc Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

Schaefer & Bierlein Inc Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Bethlen Home 403(b)(7) Plan in PA ($3M); by covered participants it is Toms Offroad 401(k) Plan in OR (35 participants). Same-state nearby plans are listed separately above.

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 Schaefer & Bierlein Inc Profit Sharing 401(k) Plan assets move in 2022?
Schaefer & Bierlein Inc Profit Sharing 401(k) Plan declined sharply - down 15.6% during 2022, from $4M to $3M. Reported net income was -$571K.
How have Schaefer & Bierlein Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Schaefer & Bierlein Inc's sponsor-wide assets grew 6.9%, from $3M to $3M.
Which 401(k) plans are similar in size to Schaefer & Bierlein Inc Profit Sharing 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Bethlen Home 403(b)(7) Plan in PA ($3M, 177 participants).
Which 401(k) plans cover a similar participant headcount to Schaefer & Bierlein Inc Profit Sharing 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Toms Offroad 401(k) Plan in OR (35 participants, $8M in assets).