401(k) · DOL Form 5500 · 2022

Jh Schroeder Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
86
Participants Small participant base
51st
Percentile by assets National rank
$58,136
Avg per participant Low balance/head
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Official DOL plan name: Jh Schroeder Companies, Inc. Retirement Plan · Sponsored by Jh Schroeder Companies, Inc. · Wisconsin · Transportation & Warehousing

$5M in assets, 86 participants

Jh Schroeder Companies, Inc.'s Jh Schroeder Companies, Inc. Retirement Plan reported $5M in total assets and 86 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #2,055 in Transportation & Warehousing (3,876 peers)

Jh Schroeder Companies, Inc. multi-year trail

Jh Schroeder Companies, Inc.'s plans moved +22.2% in assets from 2022 to 2023; this filing shows Jh Schroeder Companies, Inc. Retirement Plan at $5M / 86 participants.

#2,055
in Transportation & Warehousing (3,876 peers)
-16.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jh Schroeder Companies, Inc. Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Jh Schroeder Companies, Inc. Retirement Plan vs every filed plan by assets

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

$4,999,672 Top 49% higher than 51% 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

Jh Schroeder Companies, Inc. Retirement 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. Jh Schroeder Companies, Inc. Retirement Plan is a small filing (86 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 810915937 · Jh Schroeder Companies, Inc. PY 2022 · 401(k)

Jh Schroeder Companies, Inc. Retirement Plan · $5M · 86 · 51st

  • SCH $5M
  • EBSA 86
  • PART 51st
  • TYPE 401(k)
  • NET near Earth Friendly Products 401(k) Plan
  • BOOK ind #2055

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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →

Jh Schroeder Companies, Inc. Retirement Plan in the asset neighbourhood

Jh Schroeder Companies, Inc. Retirement PlanJh Schroeder Companies, Inc.…$5MEarth Friendly Products 401(k) PlanEarth Friendly Products 401(…$5MMercy Flight, Inc. 401(k) PlanMercy Flight, Inc. 401(k) Pl…$5MAtlas Tubular, L.P. 401(k) PlanAtlas Tubular, L.P. 401(k) P…$5MSolidstate Controls, Inc. Hourly Employees' (Cwa) Retirement PlanSolidstate Controls, Inc. Ho…$5M
End-of-year total assets ($M) among Jh Schroeder Companies, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Jh Schroeder Companies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jh Schroeder Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 22.23439857654662% vs 2022
2023 filing year
$4.5M$5M$5.5M$6M$6.5M 20222023 $5M $6.11M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 86 $5M
2023 1 82 $6M

Jh Schroeder Companies, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN810915937
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Jh Schroeder Companies, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Jh Schroeder Companies, Inc. Retirement Plan, Total assets ($B): 0.004999672 · Participants: 86Jh Schroeder Companies, Inc. Retirement 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
Jh Schroeder Companies, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Jh Schroeder Companies, Inc. Retirement Plan side-by-side with 3 peers →

Jh Schroeder Companies, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Earth Friendly Products 401(k) Plan in IL ($5M); by covered participants it is Sauder Woodworking Subsidiaries 401(k) Retirement Investment Plan in OH (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Jh Schroeder Companies, Inc. Retirement Plan assets move in 2022? ▼
Jh Schroeder Companies, Inc. Retirement Plan declined sharply - down 16.7% during 2022, from $6M to $5M. Reported net income was -$1M.
How have Jh Schroeder Companies, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jh Schroeder Companies, Inc.'s sponsor-wide assets grew 22.2%, from $5M to $6M.
Which 401(k) plans are similar in size to Jh Schroeder Companies, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Earth Friendly Products 401(k) Plan in IL ($5M, 233 participants).
Which 401(k) plans cover a similar participant headcount to Jh Schroeder Companies, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sauder Woodworking Subsidiaries 401(k) Retirement Investment Plan in OH (86 participants, N/A 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 810915937.

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.