401(k) · DOL Form 5500 · 2022

C.G. Schmidt, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
111
Participants Small participant base
82nd
Percentile by assets National rank
$251,282
Avg per participant Above avg balance/head
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Official DOL plan name: C.G. Schmidt, Inc. Defined Contribution Plan · Sponsored by C.G. Schmidt, Inc. · Wisconsin · Wholesale Trade

$28M in assets, 111 participants

C.G. Schmidt, Inc.'s C.G. Schmidt, Inc. Defined Contribution Plan reported $28M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #5,562 in Wholesale Trade (6,843 peers)

Coverage in Wisconsin

C.G. Schmidt, Inc. Defined Contribution Plan covers 111 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $28M.

#5,562
in Wholesale Trade (6,843 peers)
-16.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

C.G. Schmidt, Inc. Defined Contribution Plan's outsized position by total assets

C.G. Schmidt, Inc. Defined Contribution Plan vs every filed plan by assets

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

$27,892,338 Top 18% higher than 82% 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

C.G. Schmidt, Inc. Defined Contribution 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. C.G. Schmidt, Inc. Defined Contribution Plan sits mid-pack in the medium band (111 participants).

DOL schedule card

Filing strip 390755565 · C.G. Schmidt, Inc. PY 2022 · 401(k)

C.G. Schmidt, Inc. Defined Contribution Plan · $28M · 111 · 82nd

  • EBSA $28M
  • PART 111
  • TYPE 82nd
  • NET 401(k)
  • BOOK near G&c Foods/Palmer Food Service - 401(k) Retirement Plan
  • VS-ST ind #5562

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 →

C.G. Schmidt, Inc. Defined Contribution Plan in the asset neighbourhood

The Broad Foundations Retirement Savings PlanThe Broad Foundations Retire…$28MC.G. Schmidt, Inc. Defined Contribution PlanC.G. Schmidt, Inc. Defined C…$28MG&c Foods/Palmer Food Service - 401(k) Retirement PlanG&c Foods/Palmer Food Servic…$28MGolden Pass Lng Terminal LLC 401(k) PlanGolden Pass Lng Terminal LLC…$28MSantiam Memorial Hospital 401(k) Retirement PlanSantiam Memorial Hospital 40…$28M
End-of-year total assets ($M) among C.G. Schmidt, Inc. Defined Contribution Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$28M
Net Income-$6M
Employer EIN390755565
Plan Effective Date1981-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (C.G. Schmidt, Inc.)

Sponsor-wide plan assets over time

All C.G. Schmidt, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 42.16022694117646% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.9M $39.7M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 111 $28M
2023 1 121 $33M
2024 1 148 $40M

Nearby 401(k) Plans in Wisconsin

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

C.G. Schmidt, Inc. Defined Contribution Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants C.G. Schmidt, Inc. Defined Contribution Plan, Total assets ($B): 0.027892338 · Participants: 111C.G. Schmidt, Inc. Defined Contribution PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
C.G. Schmidt, Inc. Defined Contribution Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare C.G. Schmidt, Inc. Defined Contribution Plan side-by-side with 3 peers →

C.G. Schmidt, Inc. Defined Contribution Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is G&c Foods/Palmer Food Service - 401(k) Retirement Plan in NY ($28M); by covered participants it is Green Box Loans Inc, 401(k) Plan in CA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 C.G. Schmidt, Inc. Defined Contribution Plan assets move in 2022? ▼
C.G. Schmidt, Inc. Defined Contribution Plan declined sharply - down 16.7% during 2022, from $33M to $28M. Reported net income was -$6M.
How have C.G. Schmidt, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C.G. Schmidt, Inc.'s sponsor-wide assets grew 42.2%, from $28M to $40M.
Where does C.G. Schmidt, Inc. Defined Contribution Plan rank by assets among Form 5500 filers? ▼
C.G. Schmidt, Inc. Defined Contribution Plan ranks in the 82nd 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 C.G. Schmidt, Inc. Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by assets is G&c Foods/Palmer Food Service - 401(k) Retirement Plan in NY ($28M, 657 participants).
Which 401(k) plans cover a similar participant headcount to C.G. Schmidt, Inc. Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Green Box Loans Inc, 401(k) Plan in CA (111 participants, $192K 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 390755565.

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.