401(k) · DOL Form 5500 · 2023

Schultz Softwater, Inc. 401(k) Plan

Data updated 2026-08-25

$847K
Total assets Small plan by assets
6
Participants Small participant base
22nd
Percentile by assets National rank
$141,096
Avg per participant Near avg balance/head
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Official DOL plan name: Schultz Softwater 401(k) Plan · Sponsored by Schultz Softwater, Inc. · Minnesota · Retail Trade

$847K in assets, 6 participants

Schultz Softwater, Inc.'s Schultz Softwater 401(k) Plan reported $847K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,903 in Retail Trade (8,414 peers)

Schultz Softwater, Inc. multi-year trail

Schultz Softwater, Inc.'s plans moved +52.2% in assets from 2022 to 2024; this filing shows Schultz Softwater 401(k) Plan at $847K / 6 participants.

#2,903
in Retail Trade (8,414 peers)
+26.8%
assets growth YoY

Schultz Softwater 401(k) Plan among the smaller filed plans by assets

Schultz Softwater 401(k) Plan vs every filed plan by assets

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

$846,575 22nd percentile higher than 22% 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

Schultz Softwater 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schultz Softwater 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schultz Softwater 401(k) Plan reported net income rose from -$61K in the plan year 2022 filing to $179K in the plan year 2023 filing.
  • Schultz Softwater 401(k) Plan end-of-year assets rose from $668K in the plan year 2022 filing to $847K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 411777231 · Schultz Softwater, Inc. PY 2023 · 401(k)

Schultz Softwater 401(k) Plan · $847K · 6 · 22nd

  • PCT $847K
  • EIN 6
  • RANK 22nd
  • PHOTO 401(k)
  • IND near Roxy Ann Veterinary Hospital PC 401(k) Profit Sharing Plan
  • EOY ind #2903

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 Retail Trade retirement plans → · Plans in Minnesota →

Schultz Softwater 401(k) Plan in the asset neighbourhood

Schultz Softwater 401(k) Plan$847KRoxy Ann Veterinary Hospital PC 401(k) Profit Sharing PlanRoxy Ann Veterinary Hospital…$847KBiella LLC 401(k) Profit Sharing Plan & TrustBiella LLC 401(k) Profit Sha…$846KWestern Michigan Lakeshore Holdings Retirement PlanWestern Michigan Lakeshore H…$846KClipper Realty, LP 401(k) PlanClipper Realty, LP 401(k) Pl…$846K
End-of-year total assets ($M) among Schultz Softwater 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Schultz Softwater, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Schultz Softwater, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 52.20436845738381% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.67M $1.02M ▲ +52.2%
Year Plans Participants Total Assets
2022 1 6 $668K
2023 1 6 $847K
2024 1 7 $1M

Schultz Softwater, Inc. filing trail (2023)

Total Assets (Beginning of Year)$668K
Net Assets (End of Year)$847K
Net Income$179K
Employer EIN411777231
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Schultz Softwater 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Schultz Softwater 401(k) Plan, Total assets ($B): 0.000846575 · Participants: 6Schultz Softwater 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Schultz Softwater 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Schultz Softwater 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Roxy Ann Veterinary Hospital PC 401(k) Profit Sharing Plan in OR ($847K); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Schultz Softwater 401(k) Plan assets move in 2023? ▼
Schultz Softwater 401(k) Plan grew sharply - up 26.8% during 2023, from $668K to $847K. Reported net income was $179K.
How have Schultz Softwater, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schultz Softwater, Inc.'s sponsor-wide assets grew 52.2%, from $668K to $1M.
Where does Schultz Softwater 401(k) Plan rank by assets among Form 5500 filers? ▼
Schultz Softwater 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Schultz Softwater 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roxy Ann Veterinary Hospital PC 401(k) Profit Sharing Plan in OR ($847K, 9 participants).
Which 401(k) plans cover a similar participant headcount to Schultz Softwater 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 411777231.

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.