401(k) · DOL Form 5500 · 2022

J & R Schugel Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
839
Participants Near avg headcount
60th
Percentile by assets National rank
$9,450
Avg per participant Low balance/head
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Official DOL plan name: J&r Schugel Holdings,Inc. Ret.Plan · Sponsored by J & R Schugel Holdings, Inc. · Minnesota · Transportation & Warehousing

$8M in assets, 839 participants

J & R Schugel Holdings, Inc.'s J&r Schugel Holdings,Inc. Ret.Plan reported $8M in total assets and 839 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #2,433 in Transportation & Warehousing (3,876 peers)

J & R Schugel Holdings, Inc. multi-year trail

J & R Schugel Holdings, Inc.'s plans moved -11.7% in assets from 2022 to 2024; this filing shows J&r Schugel Holdings,Inc. Ret.Plan at $8M / 839 participants.

#2,433
in Transportation & Warehousing (3,876 peers)
+7.0%
assets growth YoY

J&r Schugel Holdings,Inc. Ret.Plan's mid-pack asset rank among Transportation & Warehousing and all filers

J&r Schugel Holdings,Inc. Ret.Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,928,351 Top 40% higher than 60% of 139,123 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 2022

J&r Schugel Holdings,Inc. Ret.Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J&r Schugel Holdings,Inc. Ret.Plan sits mid-pack in the medium band (839 participants).

Form 5500 schedule snapshot

Filing strip 411239449 · J & R Schugel Holdings, Inc. PY 2022 · 401(k)

J&r Schugel Holdings,Inc. Ret.Plan · $8M · 839 · 60th

  • TYPE $8M
  • NET 839
  • BOOK 60th
  • VS-ST 401(k)
  • BOY near Bittrex 401(k) Plan
  • SCH ind #2433

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 Transportation & Warehousing retirement plans → · Plans in Minnesota →

J&r Schugel Holdings,Inc. Ret.Plan in the asset neighbourhood

J&r Schugel Holdings,Inc. Ret.PlanJ&r Schugel Holdings,Inc. Re…$8MBittrex 401(k) Plan$8MCattlemens Bank 401(k) Profit Sharing PlanCattlemens Bank 401(k) Profi…$8MPhasetronics 401(k) Plan$8MLang Management Company, Inc. 401(k) PlanLang Management Company, Inc…$8M
End-of-year total assets ($M) among J&r Schugel Holdings,Inc. Ret.Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

J & R Schugel Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J & R Schugel Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$71M 11.661830518020196% vs 2022
2024 filing year
$70M$75M$80M$85M 202220232024 $80.9M $71.5M ▼ -11.7%
Year Plans Participants Total Assets
2022 2 1,417 $81M
2023 2 1,378 $79M
2024 2 1,351 $71M

J & R Schugel Holdings, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$516K
Employer EIN411239449
Plan Effective Date1982-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

J&r Schugel Holdings,Inc. Ret.Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants J&r Schugel Holdings,Inc. Ret.Plan, Total assets ($B): 0.007928351 · Participants: 839J&r Schugel Holdings,Inc. Ret.PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
J&r Schugel Holdings,Inc. Ret.Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare J&r Schugel Holdings,Inc. Ret.Plan side-by-side with 3 peers →

J&r Schugel Holdings,Inc. Ret.Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Bittrex 401(k) Plan in WA ($8M); by covered participants it is Tradebe Environmental Services 401(k) Plan in IN (839 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (839 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did J&r Schugel Holdings,Inc. Ret.Plan assets move in 2022? ▼
J&r Schugel Holdings,Inc. Ret.Plan grew at a solid clip - up 7.0% during 2022, from $7M to $8M. Reported net income was $516K.
How have J & R Schugel Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J & R Schugel Holdings, Inc.'s sponsor-wide assets declined 11.7%, from $81M to $71M.
Which 401(k) plans are similar in size to J&r Schugel Holdings,Inc. Ret.Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bittrex 401(k) Plan in WA ($8M, 138 participants).
Which 401(k) plans cover a similar participant headcount to J&r Schugel Holdings,Inc. Ret.Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tradebe Environmental Services 401(k) Plan in IN (839 participants, $47M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411239449.

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.