Profit Sharing · DOL Form 5500 · 2023
Schroeder & Associates, Ltd Profit Sharing Plan
Data updated 2026-08-25
- $349K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $87,321
- Avg per participant Below avg balance/head
Official DOL plan name: Schroeder & Associates Ltd Retirement Plan & Trust · Sponsored by Schroeder & Associates, Ltd · Illinois · Professional & Technical Services
$349K in assets, 4 participants
Schroeder & Associates, Ltd's Schroeder & Associates Ltd Retirement Plan & Trust reported $349K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.
- #2,303 in Professional & Technical Services (20,321 peers)
Schroeder & Associates, Ltd multi-year trail
Schroeder & Associates, Ltd's plans moved +99.8% in assets from 2022 to 2024; this filing shows Schroeder & Associates Ltd Retirement Plan & Trust at $349K / 4 participants.
- #2,303
- in Professional & Technical Services (20,321 peers)
- +49.1%
- assets growth YoY
Schroeder & Associates Ltd Retirement Plan & Trust among the smaller filed plans by assets
Schroeder & Associates Ltd Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$349,283 15th percentile higher than 15% 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
Schroeder & Associates Ltd Retirement Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schroeder & Associates Ltd Retirement Plan & Trust is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Schroeder & Associates Ltd Retirement Plan & Trust reported net income rose from $53K in the plan year 2022 filing to $115K in the plan year 2023 filing.
- Schroeder & Associates Ltd Retirement Plan & Trust end-of-year assets rose from $234K in the plan year 2022 filing to $349K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 831466809 · Schroeder & Associates, Ltd PY 2023 · Profit Sharing
Schroeder & Associates Ltd Retirement Plan & Trust · $349K · 4 · 15th
- EIN $349K
- EIN 4
- EIN 15th
- EIN Profit Sharing
- EIN near Boyer Ventures Corp. Retirement Plan
- EIN ind #2303
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 Illinois →
Schroeder & Associates Ltd Retirement Plan & Trust in the asset neighbourhood
Schroeder & Associates, Ltd multi-year asset trail
Sponsor-wide plan assets over time
All Schroeder & Associates, Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $468K 99.84975050901284% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $234K |
| 2023 | 1 | 4 | $349K |
| 2024 | 1 | 4 | $468K |
Schroeder & Associates, Ltd filing trail (2023)
| Total Assets (Beginning of Year) | $234K |
|---|---|
| Net Assets (End of Year) | $349K |
| Net Income | $115K |
| Employer EIN | 831466809 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604
Schroeder & Associates Ltd Retirement Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Boyer Ventures Corp. Retirement Plan in TX ($349K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($349K here).
- Boyer Ventures Corp. Retirement Plan (TX) $349K · 5
- Nobilitat, Inc. Retirement Plan (FL) $350K · 2
- Jld Services, Inc. Retirement Plan (PA) $350K · 4
- Magichal Velocity Inc. Retirement Plan (NY) $349K · 3
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Sj Grillo Profit Sharing Plan (NY) 4 · 0 off
- Atraz Johnson Profit Sharing Plan (OR) 4 · 0 off
- Nomax Inc. Retirement Plan (LA) 4 · 0 off
- Unit Design Inc Ps (LA) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.