401(k) · DOL Form 5500 · 2022
Jack Schmitt Family of Dealerships, Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 178
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $82,422
- Avg per participant Below avg balance/head
Official DOL plan name: Jack Schmitt Family of Dealerships, Inc. 401(k) Plan · Sponsored by Jack Schmitt Family of Dealerships, Inc. · Illinois · Retail Trade
$15M in assets, 178 participants
Jack Schmitt Family of Dealerships, Inc.'s Jack Schmitt Family of Dealerships, Inc. 401(k) Plan reported $15M in total assets and 178 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #7,860 in Retail Trade (9,519 peers)
Coverage in Illinois
Jack Schmitt Family of Dealerships, Inc. 401(k) Plan covers 178 participants in Illinois, about 23% of the average Illinois filer (state average ~779 per filing). Assets: $15M.
- #7,860
- in Retail Trade (9,519 peers)
- -15.9%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jack Schmitt Family of Dealerships, Inc. 401(k) Plan's outsized position by total assets
Jack Schmitt Family of Dealerships, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,671,134 Top 28% higher than 72% 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
Jack Schmitt Family of Dealerships, Inc. 401(k) 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. Jack Schmitt Family of Dealerships, Inc. 401(k) Plan sits mid-pack in the medium band (178 participants).
EBSA filing schedule strip
Filing strip 364186201 · Jack Schmitt Family of Dealerships, Inc. PY 2022 · 401(k)
Jack Schmitt Family of Dealerships, Inc. 401(k) Plan · $15M · 178 · 72nd
- VS-ST $15M
- VS-ST 178
- VS-ST 72nd
- VS-ST 401(k)
- VS-ST near Midwest Health Services Retirement Plan
- VS-ST ind #7860
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 Illinois →
Jack Schmitt Family of Dealerships, Inc. 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$3M |
| Employer EIN | 364186201 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jack Schmitt Family of Dealerships, Inc.)
Sponsor-wide plan assets over time
All Jack Schmitt Family of Dealerships, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 31.459292785411137% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 178 | $15M |
| 2023 | 1 | 161 | $17M |
| 2024 | 1 | 166 | $19M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Jack Schmitt Family of Dealerships, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Midwest Health Services Retirement Plan in KS ($15M); by covered participants it is Frontier Inc. Retirement Plan in WI (178 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Midwest Health Services Retirement Plan (KS) $15M · 1,828
- Suveto Buyer, LLC 401(k) Plan (TX) $15M · 1,514
- Phillips Auctioneers, LLC 401(k) Profit Sharing Plan and Trust (NY) $15M · 197
- Sterling Lumber & Investment Company 401(k) Plan (CO) $15M · 133
Similar participant headcount
Nearest other-state filings by covered participants (178 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.