401(k) · DOL Form 5500 · 2023

I. Schumann & Co. LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 39
Participants Small participant base: 41st
Percentile by assets National rank: $107,463
Avg per participant Below avg balance/head

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Official DOL plan name: I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust · Sponsored by I. Schumann & Co. LLC · Ohio · Manufacturing

$4M in assets, 39 participants

I. Schumann & Co. LLC's I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

#4,537 in Manufacturing (18,722 peers)

2023 asset change

I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust pulled back noticeably 11.9% in 2023 ($5M → $4M) for 39 participants.

#4,537
in Manufacturing (18,722 peers): -11.9%
assets change YoY

The plan reported a net loss of $563K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Manufacturing and all filers

I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,191,048 41st percentile higher than 41% 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

I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust is a small filing (39 participants) on this national headcount ladder.

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%)

Published 5500 schedule card

Filing strip 273388945 · I. Schumann & Co. LLC PY 2023 · 401(k)

I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust · $4M · 39 · 41st

BOOK $4M
BOOK 39
BOOK 41st
BOOK 401(k)
BOOK near Petroleum Service Company, Inc. 401(k) Plan
BOOK ind #4537

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 Manufacturing retirement plans → · Plans in Ohio →

End-of-year total assets ($M) among I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

I. Schumann & Co. LLC years around the 2023 move

Latest sponsor-wide plan assets: $4M 4.2456922469034% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	39	$4M
2024	1	16	$4M

2023 asset-move particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$4M
Net Income	-$563K
Employer EIN	273388945
Plan Effective Date	1977-08-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Ohio

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

I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Petroleum Service Company, Inc. 401(k) Plan in PA ($4M); by covered participants it is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Petroleum Service Company, Inc. 401(k) Plan (PA) $4M · 28
Richard H. Johnson Builders, Inc 401(k) Plan (MI) $4M · 2
Hillsboro Aviation 401(k) Plan (OR) $4M · 75
Metheny Concrete Products Inc. Retirement Plan (OK) $4M · 83

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

John S. Lane & Son, Inc. 401(k) Union Plan (NY) 39 · 0 off
Court Street Ford Inc 401(k) Plan (IL) 39 · 0 off
Defined Logic 401(k) Plan (NJ) 39 · 0 off
Vector Concepts 401(k) Savings Plan (TX) 39 · 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 I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼

I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 11.9% during 2023, from $5M to $4M. Reported net income was -$563K.

How have I. Schumann & Co. LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), I. Schumann & Co. LLC's sponsor-wide assets grew 4.2%, from $4M to $4M.

Which 401(k) plans are similar in size to I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Petroleum Service Company, Inc. 401(k) Plan in PA ($4M, 28 participants).

Which 401(k) plans cover a similar participant headcount to I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 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 273388945.