Profit Sharing · DOL Form 5500 · 2023
Joe Schuerman LLC Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $489,755
- Avg per participant High balance/head
Official DOL plan name: Joe Schuerman LLC Dba Schuerman Auto Repair Inc · Sponsored by Joe Schuerman LLC · Iowa · Other Services
$2M in assets, 4 participants
Joe Schuerman LLC's Joe Schuerman LLC Dba Schuerman Auto Repair Inc reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.
- #4,333 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Joe Schuerman LLC Dba Schuerman Auto Repair Inc ranks #4,333 of 7,857 2023 filers by assets (1025% of the sector average)-$2M for 4 participants.
- #4,333
- in Other Services (7,857 peers)
- +69.7%
- assets growth YoY
Joe Schuerman LLC Dba Schuerman Auto Repair Inc among the smaller filed plans by assets
Joe Schuerman LLC Dba Schuerman Auto Repair Inc vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,959,018 30th percentile higher than 30% 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
Joe Schuerman LLC Dba Schuerman Auto Repair Inc among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joe Schuerman LLC Dba Schuerman Auto Repair Inc is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Joe Schuerman LLC Dba Schuerman Auto Repair Inc reported net income rose from -$726K in the plan year 2022 filing to $805K in the plan year 2023 filing.
- Joe Schuerman LLC Dba Schuerman Auto Repair Inc end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 832188863 · Joe Schuerman LLC PY 2023 · Profit Sharing
Joe Schuerman LLC Dba Schuerman Auto Repair Inc · $2M · 4 · 30th
- EOY $2M
- EOY 4
- EOY 30th
- EOY Profit Sharing
- EOY near A & D Sheet Metal, Inc Retirement Profit Sharing Plan
- EOY ind #4333
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 Other Services retirement plans → · Plans in Iowa →
Joe Schuerman LLC Dba Schuerman Auto Repair Inc in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $805K |
| Employer EIN | 832188863 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joe Schuerman LLC)
Sponsor-wide plan assets over time
All Joe Schuerman LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 185.5827325416714% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $1M |
| 2023 | 1 | 4 | $2M |
| 2024 | 1 | 4 | $3M |
Nearby Profit Sharing Plans in Iowa
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Medtec LLC 401(k) Retirement Plan $26M · 144
- Liberty Pattern Company Profit Sharing Plan $23M · 13
- Newton Clinic, P.C. Profit Sharing Plan $18M · 42
- Palmer Lutheran Health Center, Inc. 403(b) Plan $18M · 214
- Ts Banking Group Savings Plan $17M · 247
Joe Schuerman LLC Dba Schuerman Auto Repair Inc's out-of-state Profit Sharing peers by assets and headcount
Outside Iowa, the nearest Profit Sharing by assets is A & D Sheet Metal, Inc Retirement Profit Sharing Plan in MA ($2M); 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 ($2M here).
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.