401(k)
2022 plan-year 401(k) DOL Form 5500

Schmuhl Brothers, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Schmuhl Brothers, Inc. · Kansas · Transportation & Warehousing

What the 2023 filing shows

Schmuhl Brothers, Inc. 401(k) Plan holds $514K for 112 participants — about $4,593 per participant, up 13.0% over the 2022 plan year.

$514K
total plan assets (2022 EOY)
112
covered participants
$4,593
avg assets per participant
+13.0%
assets growth YoY
Total Assets (2023)
$514K
Participants
112
State
Industry
Transportation & Warehousing

What the Filing Says About Schmuhl Brothers, Inc. 401(k) Plan

Schmuhl Brothers, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Schmuhl Brothers, Inc., headquartered in Kansas. As of the 2022 Form 5500 filing, the plan reports $514K in total end-of-year assets and covers 112 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 450448178, and the plan has been effective since 2018-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $455K at the beginning of 2022 to $514K at year-end — a gain of 13.0%. Net assets (after liabilities) closed the year at $514K, with reported net income of $59K 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)$455K
Total Assets (End of Year)$514K
Net Assets (End of Year)$514K
Net Income$59K
Plan Type401(k)
Employer EIN450448178
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schmuhl Brothers, Inc.)

Year Plans Participants Total Assets
2022 1 112 $514K
2023 1 141 $758K
2024 1 111 $873K

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Frequently Asked Questions

How much money is in the Schmuhl Brothers, Inc. 401(k) Plan?
As of the 2022 Form 5500 filing, Schmuhl Brothers, Inc. 401(k) Plan holds $514K in total assets with 112 participants. It is sponsored by Schmuhl Brothers, Inc..
What type of plan is Schmuhl Brothers, Inc. 401(k) Plan?
Schmuhl Brothers, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2018-01-01. The plan is filed with the U.S. Department of Labor under EIN 450448178.
Who sponsors the Schmuhl Brothers, Inc. 401(k) Plan?
Schmuhl Brothers, Inc. 401(k) Plan is sponsored by Schmuhl Brothers, Inc., located in Kansas. The sponsor's EIN is 450448178 and the plan operates in the Transportation & Warehousing industry.
How did Schmuhl Brothers, Inc. 401(k) Plan perform in 2022?
Schmuhl Brothers, Inc. 401(k) Plan grew by 13.0% during 2022, moving from $455K to $514K in total assets. Net income was $59K.
Where can I find official filings for Schmuhl Brothers, Inc. 401(k) Plan?
Official Form 5500 filings for Schmuhl Brothers, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 450448178 or plan name at efast.dol.gov.
How does Schmuhl Brothers, Inc. 401(k) Plan compare to other plans?
You can compare Schmuhl Brothers, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Kansas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 450448178.

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.