401(k) · DOL Form 5500 · 2022

J. Frank Schmidt & Son Co. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
326
Participants Below avg headcount
66th
Percentile by assets National rank
$33,260
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J. Frank Schmidt & Son Co. 401(k) Profit Sharing Plan · Sponsored by J. Frank Schmidt & Son Co. · Oregon · Agriculture, Forestry & Fishing

$11M in assets, 326 participants

J. Frank Schmidt & Son Co.'s J. Frank Schmidt & Son Co. 401(k) Profit Sharing Plan reported $11M in total assets and 326 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #1,121 in Agriculture, Forestry & Fishing (1,523 peers)

J. Frank Schmidt & Son Co. multi-year trail

J. Frank Schmidt & Son Co.'s plans moved +26.4% in assets from 2022 to 2024; this filing shows J. Frank Schmidt & Son Co. 401(k) Profit Sharing Plan at $11M / 326 participants.

#1,121
in Agriculture, Forestry & Fishing (1,523 peers)
-8.4%
assets change YoY

The plan reported a net loss of $988K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J. Frank Schmidt & Son Co. 401(k) Profit Sharing Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

J. Frank Schmidt & Son Co. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,842,641 Top 34% higher than 66% 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

J. Frank Schmidt & Son Co. 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. J. Frank Schmidt & Son Co. 401(k) Profit Sharing Plan sits mid-pack in the medium band (326 participants).

Published 5500 schedule card

Filing strip 930479869 · J. Frank Schmidt & Son Co. PY 2022 · 401(k)

J. Frank Schmidt & Son Co. 401(k) Profit Sharing Plan · $11M · 326 · 66th

  • 5500 $11M
  • ASSETS 326
  • PCT 66th
  • EIN 401(k)
  • RANK near Cardinal Group Management 401(k) Plan
  • PHOTO ind #1121

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Oregon →

J. Frank Schmidt & Son Co. 401(k) Profit Sharing Plan in the asset neighbourhood

The Papers, Inc. 401(k) Retirement PlanThe Papers, Inc. 401(k) Reti…$11MJ. Frank Schmidt & Son Co. 401(k) Profit Sharing PlanJ. Frank Schmidt & Son Co. 4…$11MCardinal Group Management 401(k) PlanCardinal Group Management 40…$11MMcking Consulting Corporation 401(k) PlanMcking Consulting Corporatio…$11MSuburban Home Health Care Services Group Retirement PlanSuburban Home Health Care Se…$11M
End-of-year total assets ($M) among J. Frank Schmidt & Son Co. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

J. Frank Schmidt & Son Co. multi-year asset trail

Sponsor-wide plan assets over time

All J. Frank Schmidt & Son Co. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 26.443714220548298% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.8M $13.7M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 326 $11M
2023 1 386 $13M
2024 1 418 $14M

J. Frank Schmidt & Son Co. filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$988K
Employer EIN930479869
Plan Effective Date1960-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

J. Frank Schmidt & Son Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants J. Frank Schmidt & Son Co. 401(k) Profit Sharing Plan, Total assets ($B): 0.010842641 · Participants: 326J. Frank Schmidt & Son Co. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
J. Frank Schmidt & Son Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare J. Frank Schmidt & Son Co. 401(k) Profit Sharing Plan side-by-side with 3 peers →

J. Frank Schmidt & Son Co. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Cardinal Group Management 401(k) Plan in CO ($11M); by covered participants it is Raining Rose, Inc. 401(k) Plan in IA (326 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (326 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 J. Frank Schmidt & Son Co. 401(k) Profit Sharing Plan assets move in 2022? ▼
J. Frank Schmidt & Son Co. 401(k) Profit Sharing Plan pulled back noticeably - down 8.4% during 2022, from $12M to $11M. Reported net income was -$988K.
How have J. Frank Schmidt & Son Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. Frank Schmidt & Son Co.'s sponsor-wide assets grew 26.4%, from $11M to $14M.
Which 401(k) plans are similar in size to J. Frank Schmidt & Son Co. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cardinal Group Management 401(k) Plan in CO ($11M, 1,043 participants).
Which 401(k) plans cover a similar participant headcount to J. Frank Schmidt & Son Co. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Raining Rose, Inc. 401(k) Plan in IA (326 participants, $11M 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 930479869.

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.