401(k) · DOL Form 5500 · 2022

O.C. Schulz & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
20
Participants Small participant base
46th
Percentile by assets National rank
$195,681
Avg per participant Above avg balance/head
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Official DOL plan name: O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan · Sponsored by O.C. Schulz & Sons, Inc. · North Dakota · Agriculture, Forestry & Fishing

$4M in assets, 20 participants

O.C. Schulz & Sons, Inc.'s O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan reported $4M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #749 in Agriculture, Forestry & Fishing (1,523 peers)

O.C. Schulz & Sons, Inc. multi-year trail

O.C. Schulz & Sons, Inc.'s plans moved +31.7% in assets from 2022 to 2024; this filing shows O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan at $4M / 20 participants.

#749
in Agriculture, Forestry & Fishing (1,523 peers)
-10.7%
assets change YoY

The plan reported a net loss of $468K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,913,618 46th percentile higher than 46% 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

O.C. Schulz & Sons, Inc. Safe Harbor 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. O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.

DOL schedule card

Filing strip 450261547 · O.C. Schulz & Sons, Inc. PY 2022 · 401(k)

O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan · $4M · 20 · 46th

  • IND $4M
  • EOY 20
  • 5500 46th
  • ASSETS 401(k)
  • PCT near Kirkpatrick Forest Curtis PC 401(k) and Profit Sharing Plan
  • EIN ind #749

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 Agriculture, Forestry & Fishing retirement plans → · Plans in North Dakota →

O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan in the asset neighbourhood

O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing PlanO.C. Schulz & Sons, Inc. Saf…$4MKirkpatrick Forest Curtis PC 401(k) and Profit Sharing PlanKirkpatrick Forest Curtis PC…$4MSioux Automation Center, Inc. Employee 401(k) PlanSioux Automation Center, Inc…$4MPacific West Litho 401(k) PlanPacific West Litho 401(k) Pl…$4MLoehmann-Blasius Chevrolet, Inc. 401(k) PlanLoehmann-Blasius Chevrolet, …$4M
End-of-year total assets ($M) among O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

O.C. Schulz & Sons, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All O.C. Schulz & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 31.69417659056147% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.91M $5.15M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 20 $4M
2023 1 19 $5M
2024 1 18 $5M

O.C. Schulz & Sons, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$468K
Employer EIN450261547
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Dakota

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

O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan, Total assets ($B): 0.003913618 · Participants: 20O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing PlanSanford Retirement Savings Plan, Total assets ($B): 2.448470251 · Participants: 30145Sanford Retirement Savings PlanMdu Resources Group, Inc. 401(k) Retirement Plan, Total assets ($B): 1.321268405 · Participants: 8525Mdu Resources Group, Inc. 401(k) Retirement PlanDakotas Areawide IBEW-NECA Savings and Retirement Plan, Total assets ($B): 0.446081759 · Participants: 3784Dakotas Areawide IBEW-NECA Savings and Retirement PlanEide Bailly LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.410790544 · Participants: 2612Eide Bailly LLP 401(k) Profit Sharing PlanOffutt Companies 401(k) Savings Plan, Total assets ($B): 0.402778064 · Participants: 5088Offutt Companies 401(k) Savings Plan
O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants
Compare O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan side-by-side with 3 peers →

O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Dakota, the nearest 401(k) by assets is Kirkpatrick Forest Curtis PC 401(k) and Profit Sharing Plan in OK ($4M); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan assets move in 2022? ▼
O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan pulled back noticeably - down 10.7% during 2022, from $4M to $4M. Reported net income was -$468K.
How have O.C. Schulz & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), O.C. Schulz & Sons, Inc.'s sponsor-wide assets grew 31.7%, from $4M to $5M.
Which 401(k) plans are similar in size to O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kirkpatrick Forest Curtis PC 401(k) and Profit Sharing Plan in OK ($4M, 23 participants).
Which 401(k) plans cover a similar participant headcount to O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants, $2M 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 450261547.

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.