Profit Sharing · DOL Form 5500 · 2022
Jon S. Schott Profit Sharing Plan
Data updated 2026-08-25
- $33K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $16,567
- Avg per participant Low balance/head
Official DOL plan name: Schott and Associates Money Purchase Pension Trust · Sponsored by Jon S. Schott · Indiana · Wholesale Trade
$33K in assets, 2 participants
Jon S. Schott's Schott and Associates Money Purchase Pension Trust reported $33K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.
- #76 in Wholesale Trade (6,843 peers)
2022 asset change
Schott and Associates Money Purchase Pension Trust contracted severely 75.4% in 2022 ($135K → $33K) for 2 participants.
- #76
- in Wholesale Trade (6,843 peers)
- -75.4%
- assets change YoY
The plan reported a net loss of $102K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Schott and Associates Money Purchase Pension Trust among the smaller filed plans by assets
Schott and Associates Money Purchase Pension Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$33,134 3rd percentile higher than 3% 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
Schott and Associates Money Purchase Pension Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schott and Associates Money Purchase Pension Trust is a micro filing (2 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 351735598 · Jon S. Schott PY 2022 · Profit Sharing
Schott and Associates Money Purchase Pension Trust · $33K · 2 · 3rd
- 5500 $33K
- 5500 2
- 5500 3rd
- 5500 Profit Sharing
- 5500 near Nayosha Corp. Pension Transfer Trust Plan
- 5500 ind #76
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 Indiana →
Schott and Associates Money Purchase Pension Trust in the asset neighbourhood
Jon S. Schott years around the 2022 move
Sponsor-wide plan assets over time
All Jon S. Schott plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $33K |
| 2023 | 1 | 1 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $135K |
|---|---|
| Net Assets (End of Year) | $33K |
| Net Income | -$102K |
| Employer EIN | 351735598 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Indiana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- University of Notre Dame 403(b) Retirement Plan $2.1B · 9,221
- Indiana State Council of Plasterers & Cement Masons Pension Fund $290M · 1,035
- I.B.E.W. Local Union 481 Defined Contribution Plan $246M · 2,730
- Cfni Retirement Plan $173M · 6,104
- Bricklayers of Indiana Retirement Plan $146M · 1,064
Schott and Associates Money Purchase Pension Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Indiana, the nearest Profit Sharing by assets is Nayosha Corp. Pension Transfer Trust Plan in CA ($33K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.