401(k) · DOL Form 5500 · 2023
Shumaker & Sieffert P a 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 68
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $417,980
- Avg per participant High balance/head
Official DOL plan name: Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust · Sponsored by Shumaker & Sieffert P a · Minnesota · Professional & Technical Services
$28M in assets, 68 participants
Shumaker & Sieffert P a's Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust reported $28M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #16,027 in Professional & Technical Services (20,321 peers)
Where Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust sits by assets
Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $28M for 68 participants (~$417,980/participant), up 8.1% in 2023.
- #16,027
- in Professional & Technical Services (20,321 peers)
- +8.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,422,638 Top 22% higher than 78% 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
Shumaker & Sieffert P a 401(k) Profit Sharing Plan and 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. Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust is a small filing (68 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust reported net income rose from -$7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust reported participants fell from 76 in the plan year 2022 filing to 68 in the plan year 2023 filing.
- Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $26M in the plan year 2022 filing to $28M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 411988229 · Shumaker & Sieffert P a PY 2023 · 401(k)
Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust · $28M · 68 · 78th
- ASSETS $28M
- ASSETS 68
- ASSETS 78th
- ASSETS 401(k)
- ASSETS near Yoke's Foods, Inc. 401(k) Employee Savings Plan
- ASSETS ind #16027
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 Minnesota →
Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $2M |
| Employer EIN | 411988229 |
| Plan Effective Date | 2001-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shumaker & Sieffert P a)
Sponsor-wide plan assets over time
All Shumaker & Sieffert P a plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 17.099093554716422% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 76 | $26M |
| 2023 | 1 | 68 | $28M |
| 2024 | 1 | 85 | $31M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Yoke's Foods, Inc. 401(k) Employee Savings Plan in WA ($28M); by covered participants it is Avcarb, LLC 401(k) Plan in MA (68 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Yoke's Foods, Inc. 401(k) Employee Savings Plan (WA) $28M · 1,636
- Thetford LLC 401(k) Profit Sharing Plan (MI) $28M · 497
- Yachiyo 401(k) Retirement Plan (OH) $28M · 745
- Duraserv Corp Retirement Savings Plan (TX) $28M · 726
Similar participant headcount
Nearest other-state filings by covered participants (68 participants); asset peers above are excluded.
- Avcarb, LLC 401(k) Plan (MA) 68 · 0 off
- Hometown Bank of Corbin, Inc. 401(k) Plan (KY) 68 · 0 off
- Charter Management Company, Inc. 401(k) & Ps Plan (MA) 68 · 0 off
- Mcg Architects 401(k) Plan (OH) 68 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.