401(k) · DOL Form 5500 · 2023

Huesman-Schmid Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
20
Participants Small participant base
28th
Percentile by assets National rank
$76,200
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Huesman-Schmid 401(k) Plan · Sponsored by Huesman-Schmid Insurance Agency, Inc. · Ohio · Finance & Insurance

$2M in assets, 20 participants

Huesman-Schmid Insurance Agency, Inc.'s Huesman-Schmid 401(k) Plan reported $2M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,630 in Finance & Insurance (8,869 peers)

Huesman-Schmid Insurance Agency, Inc. multi-year trail

Huesman-Schmid Insurance Agency, Inc.'s plans moved +72.4% in assets from 2022 to 2024; this filing shows Huesman-Schmid 401(k) Plan at $2M / 20 participants.

#1,630
in Finance & Insurance (8,869 peers)
+23.4%
assets growth YoY

Huesman-Schmid 401(k) Plan among the smaller filed plans by assets

Huesman-Schmid 401(k) Plan vs every filed plan by assets

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

$1,523,994 28th percentile higher than 28% 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

Huesman-Schmid 401(k) 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. Huesman-Schmid 401(k) Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Huesman-Schmid 401(k) Plan reported net income rose from -$165K in the plan year 2022 filing to $288K in the plan year 2023 filing.
  • Huesman-Schmid 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Huesman-Schmid 401(k) Plan reported participants rose from 17 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 310939991 · Huesman-Schmid Insurance Agency, Inc. PY 2023 · 401(k)

Huesman-Schmid 401(k) Plan · $2M · 20 · 28th

  • EBSA $2M
  • PART 20
  • TYPE 28th
  • NET 401(k)
  • BOOK near Sande Properties, Inc. 401(k) Plan
  • VS-ST ind #1630

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 Finance & Insurance retirement plans → · Plans in Ohio →

Huesman-Schmid 401(k) Plan in the asset neighbourhood

Huesman-Schmid 401(k) Plan$2MSande Properties, Inc. 401(k) PlanSande Properties, Inc. 401(k…$2MThe Trident Group, Inc. 401(k) PlanThe Trident Group, Inc. 401(…$2MSierra Nevada Photographic, Inc. 401(k) PlanSierra Nevada Photographic, …$2MBrg 401(k) Plan$2M
End-of-year total assets ($M) among Huesman-Schmid 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Huesman-Schmid Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Huesman-Schmid Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 72.40030141667457% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.24M $2.13M ▲ +71.8%
Year Plans Participants Total Assets
2022 1 17 $1M
2023 1 20 $2M
2024 1 21 $2M

Huesman-Schmid Insurance Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$288K
Employer EIN310939991
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Huesman-Schmid 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Huesman-Schmid 401(k) Plan, Total assets ($B): 0.001523994 · Participants: 20Huesman-Schmid 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Huesman-Schmid 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Huesman-Schmid 401(k) Plan side-by-side with 3 peers →

Huesman-Schmid 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Sande Properties, Inc. 401(k) Plan in MD ($2M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Huesman-Schmid 401(k) Plan assets move in 2023? ▼
Huesman-Schmid 401(k) Plan grew sharply - up 23.4% during 2023, from $1M to $2M. Reported net income was $288K.
How have Huesman-Schmid Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Huesman-Schmid Insurance Agency, Inc.'s sponsor-wide assets grew 72.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Huesman-Schmid 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sande Properties, Inc. 401(k) Plan in MD ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Huesman-Schmid 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K 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 310939991.

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.