401(k) · DOL Form 5500 · 2022
Hoffman, Stewart & Schmidt, PC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 59
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $246,139
- Avg per participant Above avg balance/head
Official DOL plan name: Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan · Sponsored by Hoffman, Stewart & Schmidt, PC · Oregon · Professional & Technical Services
$15M in assets, 59 participants
Hoffman, Stewart & Schmidt, PC's Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan reported $15M in total assets and 59 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.
- #15,425 in Professional & Technical Services (21,562 peers)
Hoffman, Stewart & Schmidt, PC multi-year trail
Hoffman, Stewart & Schmidt, PC's plans moved +49.3% in assets from 2022 to 2024; this filing shows Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan at $15M / 59 participants.
- #15,425
- in Professional & Technical Services (21,562 peers)
- +12.3%
- assets growth YoY
Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan's outsized position by total assets
Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,522,195 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
Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing 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. Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan is a small filing (59 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 930743240 · Hoffman, Stewart & Schmidt, PC PY 2022 · 401(k)
Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan · $15M · 59 · 72nd
- NET $15M
- BOOK 59
- VS-ST 72nd
- BOY 401(k)
- SCH near Lifestore 401(k) Profit Sharing Plan
- EBSA ind #15425
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 Professional & Technical Services retirement plans → · Plans in Oregon →
Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Hoffman, Stewart & Schmidt, PC multi-year asset trail
Sponsor-wide plan assets over time
All Hoffman, Stewart & Schmidt, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 49.291935551065116% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 59 | $15M |
| 2023 | 1 | 64 | $18M |
| 2024 | 1 | 71 | $22M |
Hoffman, Stewart & Schmidt, PC filing trail (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 930743240 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.2B · 36,913
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.0B · 7,492
- Precision Castparts Corp. 401(k) Retirement Savings Plan $1.9B · 14,939
- Xpo Logistics Retirement Savings Plan $1.7B · 6,855
- Pacificorp K Plus Employee Savings Plan $1.4B · 4,905
Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Lifestore 401(k) Profit Sharing Plan in NC ($15M); by covered participants it is Cai Inc Prodiac Pension Plan in MA (59 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Lifestore 401(k) Profit Sharing Plan (NC) $15M · 109
- Nih Fcu 401(k) Retirement Savings Plan and Trust (MD) $15M · 113
- Bighorn Golf Club 401(k) Plan (CA) $15M · 272
- Identity Digital 401(k) Plan (WA) $15M · 107
Similar participant headcount
Nearest other-state filings by covered participants (59 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.