401(k) · DOL Form 5500 · 2023

Jorgensen, Schulz & Associates, S.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
31st
Percentile by assets National rank
$149,213
Avg per participant Above avg balance/head
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Official DOL plan name: Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan · Sponsored by Jorgensen, Schulz & Associates, S.C. · Wisconsin · Healthcare & Social Assistance

$2M in assets, 14 participants

Jorgensen, Schulz & Associates, S.C.'s Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan reported $2M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,260 in Healthcare & Social Assistance (17,684 peers)

Jorgensen, Schulz & Associates, S.C. multi-year trail

Jorgensen, Schulz & Associates, S.C.'s plans moved +24.9% in assets from 2022 to 2023; this filing shows Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan at $2M / 14 participants.

#5,260
in Healthcare & Social Assistance (17,684 peers)
+24.9%
assets growth YoY

Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan among the smaller filed plans by assets

Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan vs every filed plan by assets

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

$2,088,984 31st percentile higher than 31% of 127,068 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 2023

Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan reported net income rose from -$369K in the plan year 2022 filing to $417K in the plan year 2023 filing.
  • Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan reported participants fell from 17 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391837972 · Jorgensen, Schulz & Associates, S.C. PY 2023 · 401(k)

Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan · $2M · 14 · 31st

  • EOY $2M
  • 5500 14
  • ASSETS 31st
  • PCT 401(k)
  • EIN near The Perspective Group, LLC, Safe Harbor 401(k) Profit Sharing Plan
  • RANK ind #5260

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan in the asset neighbourhood

Jorgensen, Schulz & Associates, S.C. Profit Sharing PlanJorgensen, Schulz & Associat…$2MThe Perspective Group, LLC, Safe Harbor 401(k) Profit Sharing PlanThe Perspective Group, LLC, …$2MBartlett Rochester & Distribution 401(k) PlanBartlett Rochester & Distrib…$2MFoundation Properties Corporation 401(k) PlanFoundation Properties Corpor…$2MQuality Pork International Inc. 401(k) PlanQuality Pork International I…$2M
End-of-year total assets ($M) among Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jorgensen, Schulz & Associates, S.C. multi-year asset trail

Sponsor-wide plan assets over time

All Jorgensen, Schulz & Associates, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.948052553948187% vs 2022
2023 filing year
$1.6M$1.8M$2M$2.2M 20222023 $1.67M $2.09M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 17 $2M
2023 1 14 $2M

Jorgensen, Schulz & Associates, S.C. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$417K
Employer EIN391837972
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan, Total assets ($B): 0.002088984 · Participants: 14Jorgensen, Schulz & Associates, S.C. Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan side-by-side with 3 peers →

Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Perspective Group, LLC, Safe Harbor 401(k) Profit Sharing Plan in KS ($2M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

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 Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan assets move in 2023? ▼
Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan grew sharply - up 24.9% during 2023, from $2M to $2M. Reported net income was $417K.
How have Jorgensen, Schulz & Associates, S.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jorgensen, Schulz & Associates, S.C.'s sponsor-wide assets grew 24.9%, from $2M to $2M.
Which 401(k) plans are similar in size to Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Perspective Group, LLC, Safe Harbor 401(k) Profit Sharing Plan in KS ($2M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 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 391837972.

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.