401(k) · DOL Form 5500 · 2023

Schroer & Assoc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
26th
Percentile by assets National rank
$179,414
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Schroer & Associates PC Safe Harbor 401(k) Psp · Sponsored by Schroer & Assoc · Iowa · Professional & Technical Services

$1M in assets, 7 participants

Schroer & Assoc's Schroer & Associates PC Safe Harbor 401(k) Psp reported $1M in total assets and 7 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.

  • #4,285 in Professional & Technical Services (20,321 peers)

Schroer & Assoc multi-year trail

Schroer & Assoc's plans moved +19.8% in assets from 2022 to 2024; this filing shows Schroer & Associates PC Safe Harbor 401(k) Psp at $1M / 7 participants.

#4,285
in Professional & Technical Services (20,321 peers)
+3.8%
assets growth YoY

Schroer & Associates PC Safe Harbor 401(k) Psp among the smaller filed plans by assets

Schroer & Associates PC Safe Harbor 401(k) Psp vs every filed plan by assets

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

$1,255,897 26th percentile higher than 26% 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

Schroer & Associates PC Safe Harbor 401(k) Psp among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schroer & Associates PC Safe Harbor 401(k) Psp is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schroer & Associates PC Safe Harbor 401(k) Psp reported net income rose from -$164K in the plan year 2022 filing to $46K in the plan year 2023 filing.
  • Schroer & Associates PC Safe Harbor 401(k) Psp 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 →

Published 5500 schedule card

Filing strip 421459710 · Schroer & Assoc PY 2023 · 401(k)

Schroer & Associates PC Safe Harbor 401(k) Psp · $1M · 7 · 26th

  • PART $1M
  • TYPE 7
  • NET 26th
  • BOOK 401(k)
  • VS-ST near Barton Family Enterprises, Inc. 401(k) Plan
  • BOY ind #4285

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 Iowa →

Schroer & Associates PC Safe Harbor 401(k) Psp in the asset neighbourhood

Schroer & Associates PC Safe Harbor 401(k) PspSchroer & Associates PC Safe…$1MBarton Family Enterprises, Inc. 401(k) PlanBarton Family Enterprises, I…$1MSquint Metrics LLC 401(k) Profit Sharing PlanSquint Metrics LLC 401(k) Pr…$1MStephen H. Passalacqua, Dds, P.C. 401(k) PlanStephen H. Passalacqua, Dds,…$1MWinkler Kurtz, LLP 401(k) Profit Sharing PlanWinkler Kurtz, LLP 401(k) Pr…$1M
End-of-year total assets ($M) among Schroer & Associates PC Safe Harbor 401(k) Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Schroer & Assoc multi-year asset trail

Sponsor-wide plan assets over time

All Schroer & Assoc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 19.78504047026531% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.21M $1.45M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 7 $1M
2023 1 7 $1M
2024 1 8 $1M

Schroer & Assoc filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$46K
Employer EIN421459710
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Schroer & Associates PC Safe Harbor 401(k) Psp vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Schroer & Associates PC Safe Harbor 401(k) Psp, Total assets ($B): 0.001255897 · Participants: 7Schroer & Associates PC Safe Harbor 401(k) PspThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Schroer & Associates PC Safe Harbor 401(k) Psp vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Schroer & Associates PC Safe Harbor 401(k) Psp side-by-side with 3 peers →

Schroer & Associates PC Safe Harbor 401(k) Psp's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Barton Family Enterprises, Inc. 401(k) Plan in TX ($1M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Schroer & Associates PC Safe Harbor 401(k) Psp assets move in 2023? ▼
Schroer & Associates PC Safe Harbor 401(k) Psp edged up modestly - up 3.8% during 2023, from $1M to $1M. Reported net income was $46K.
How have Schroer & Assoc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schroer & Assoc's sponsor-wide assets grew 19.8%, from $1M to $1M.
Which 401(k) plans are similar in size to Schroer & Associates PC Safe Harbor 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by assets is Barton Family Enterprises, Inc. 401(k) Plan in TX ($1M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Schroer & Associates PC Safe Harbor 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 421459710.

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.