Bi Worldwide Savings Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Schoeneckers, Inc. · Minnesota · Other Services
What the 2023 filing shows
Bi Worldwide Savings Plan holds $214M for 967 participants — about $221,337 per participant, down 19.9% over the 2022 plan year.
- $214M
- total plan assets (2022 EOY)
- 967
- covered participants
- $221,337
- avg assets per participant
- -19.9%
- assets change YoY
The plan reported a net loss of $53M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Bi Worldwide Savings Plan
Bi Worldwide Savings Plan is a 401(k) retirement plan sponsored by Schoeneckers, Inc., headquartered in Minnesota. As of the 2022 Form 5500 filing, the plan reports $214M in total end-of-year assets and covers 967 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 410688799, and the plan has been effective since 1984-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $267M at the beginning of 2022 to $214M at year-end — a decline of 19.9%. Net assets (after liabilities) closed the year at $214M, with reported net income of $-53,164,162 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $267M |
| Total Assets (End of Year) | $214M |
| Net Assets (End of Year) | $214M |
| Net Income | $-53,164,162 |
| Plan Type | 401(k) |
| Employer EIN | 410688799 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Schoeneckers, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 967 | $214M |
| 2023 | 1 | 1,050 | $263M |
| 2024 | 1 | 1,097 | $300M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Related Data
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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 410688799.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.