401(k)
2023 plan-year 401(k) DOL Form 5500

Schroeder Manatee Ranch, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Schroeder Manatee Ranch, Inc. · Florida · Agriculture, Forestry & Fishing

What the 2023 filing shows

Schroeder Manatee Ranch, Inc. 401(k) Plan holds $15M for 262 participants — about $56,509 per participant, up 17.9% over the 2023 plan year.

$15M
total plan assets (2023 EOY)
262
covered participants
$56,509
avg assets per participant
+17.9%
assets growth YoY
Total Assets (2023)
$15M
Participants
262
State
Industry
Agriculture, Forestry & Fishing

What the Filing Says About Schroeder Manatee Ranch, Inc. 401(k) Plan

Schroeder Manatee Ranch, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Schroeder Manatee Ranch, Inc., headquartered in Florida. As of the 2023 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 262 participants across the Agriculture, Forestry & Fishing industry. The sponsor's EIN on file with the U.S. Department of Labor is 396033215, and the plan has been effective since 1988-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $13M at the beginning of 2023 to $15M at year-end — a gain of 17.9%. Net assets (after liabilities) closed the year at $15M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$13M
Total Assets (End of Year)$15M
Net Assets (End of Year)$15M
Net Income$2M
Plan Type401(k)
Employer EIN396033215
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schroeder Manatee Ranch, Inc.)

Year Plans Participants Total Assets
2022 1 237 $13M
2023 1 262 $15M
2024 1 276 $13M

Nearby 401(k) Plans in Florida

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

Frequently Asked Questions

How much money is in the Schroeder Manatee Ranch, Inc. 401(k) Plan?
As of the 2023 Form 5500 filing, Schroeder Manatee Ranch, Inc. 401(k) Plan holds $15M in total assets with 262 participants. It is sponsored by Schroeder Manatee Ranch, Inc..
What type of plan is Schroeder Manatee Ranch, Inc. 401(k) Plan?
Schroeder Manatee Ranch, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 1988-01-01. The plan is filed with the U.S. Department of Labor under EIN 396033215.
Who sponsors the Schroeder Manatee Ranch, Inc. 401(k) Plan?
Schroeder Manatee Ranch, Inc. 401(k) Plan is sponsored by Schroeder Manatee Ranch, Inc., located in Florida. The sponsor's EIN is 396033215 and the plan operates in the Agriculture, Forestry & Fishing industry.
How did Schroeder Manatee Ranch, Inc. 401(k) Plan perform in 2023?
Schroeder Manatee Ranch, Inc. 401(k) Plan grew by 17.9% during 2023, moving from $13M to $15M in total assets. Net income was $2M.
Where can I find official filings for Schroeder Manatee Ranch, Inc. 401(k) Plan?
Official Form 5500 filings for Schroeder Manatee Ranch, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 396033215 or plan name at efast.dol.gov.
How does Schroeder Manatee Ranch, Inc. 401(k) Plan compare to other plans?
You can compare Schroeder Manatee Ranch, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 396033215.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.