401(k) · DOL Form 5500 · 2023

Schu Box, Inc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 2
Participants Small participant base: 26th
Percentile by assets National rank: $631,354
Avg per participant High balance/head

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Official DOL plan name: Schu Box Retirement Plan · Sponsored by Schu Box, Inc · Kentucky · Real Estate

$1M in assets, 2 participants

Schu Box, Inc's Schu Box Retirement Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

#2,069 in Real Estate (4,727 peers)

What the 2023 filing shows

Schu Box Retirement Plan holds $1M for 2 participants - about $631,354 per participant, in the lower half of filed plans by assets.

#2,069
in Real Estate (4,727 peers): +1.7%
assets growth YoY

Schu Box Retirement Plan among the smaller filed plans by assets

Schu Box Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,262,708 26th percentile higher than 26% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Schu Box Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schu Box Retirement Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Schu Box Retirement Plan reported net income fell from $180K in the plan year 2022 filing to $21K in the plan year 2023 filing.
Schu Box Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 812846199 · Schu Box, Inc PY 2023 · 401(k)

Schu Box Retirement Plan · $1M · 2 · 26th

EBSA $1M
EBSA 2
EBSA 26th
EBSA 401(k)
EBSA near Belmont Publications, Inc. 401(k) Plan
EBSA ind #2069

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 Real Estate retirement plans → · Plans in Kentucky →

End-of-year total assets ($M) among Schu Box Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$21K
Employer EIN	812846199
Plan Effective Date	2016-06-06
Filing Status	FILING RECEIVED

Sponsor Plan History (Schu Box, Inc)

Latest sponsor-wide plan assets: $1M 3.007704031231558% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$1M
2023	1	2	$1M
2024	1	2	$1M

Nearby 401(k) Plans in Kentucky

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

Schu Box Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
Humana Retirement Savings Plan $7.4B · 45,938
UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
Scionhealth 401(k) Plan $1.2B · 33,226
Lexmark Savings Plan $1.2B · 1,968

Compare Schu Box Retirement Plan side-by-side with 3 peers →

Schu Box Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Belmont Publications, Inc. 401(k) Plan in CA ($1M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Belmont Publications, Inc. 401(k) Plan (CA) $1M · 16
Graycon, Inc. 401(k) Profit Sharing Plan (CA) $1M · 16
Facility Concepts, Inc. 401(k) Plan (IN) $1M · 125
National Association of Develo 401(k) Profit Sharing Plan & Trust (MD) $1M · 5

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Schu Box Retirement Plan assets move in 2023? ▼

Schu Box Retirement Plan edged up modestly - up 1.7% during 2023, from $1M to $1M. Reported net income was $21K.

How have Schu Box, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Schu Box, Inc's sponsor-wide assets grew 3.0%, from $1M to $1M.

Which 401(k) plans are similar in size to Schu Box Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Belmont Publications, Inc. 401(k) Plan in CA ($1M, 16 participants).

Which 401(k) plans cover a similar participant headcount to Schu Box Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 812846199.