401(k) · DOL Form 5500 · 2023

Donsandyschoenherr, Inc. 401(k) Plan

Data updated 2026-08-25

$78K
Total assets Small plan by assets
2
Participants Small participant base
5th
Percentile by assets National rank
$39,213
Avg per participant Low balance/head
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Official DOL plan name: Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan · Sponsored by Donsandyschoenherr, Inc. · Wisconsin · Other Services

$78K in assets, 2 participants

Donsandyschoenherr, Inc.'s Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan reported $78K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

  • #844 in Other Services (7,857 peers)

Donsandyschoenherr, Inc. multi-year trail

Donsandyschoenherr, Inc.'s plans moved +22.5% in assets from 2022 to 2024; this filing shows Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan at $78K / 2 participants.

#844
in Other Services (7,857 peers)
+25.8%
assets growth YoY

Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$78,426 5th percentile higher than 5% 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

Donsandyschoenherr, Inc. 401(k) Profit Sharing 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. Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2K in the plan year 2022 filing to $16K in the plan year 2023 filing.
  • Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $62K in the plan year 2022 filing to $78K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 462420204 · Donsandyschoenherr, Inc. PY 2023 · 401(k)

Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan · $78K · 2 · 5th

  • RANK $78K
  • RANK 2
  • RANK 5th
  • RANK 401(k)
  • RANK near Tracey Transformation Corp. 401(k) Plan
  • RANK ind #844

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 Wisconsin →

Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Donsandyschoenherr, Inc. 401(k) Profit Sharing PlanDonsandyschoenherr, Inc. 401…$78KTracey Transformation Corp. 401(k) PlanTracey Transformation Corp. …$78KVegas Sewer & Drain, Inc. 401(k) Profit Sharing PlanVegas Sewer & Drain, Inc. 40…$78KRockwell Collective, Inc. 401(k) PlanRockwell Collective, Inc. 40…$78KCd America Inc. 401(k) Plan$78K
End-of-year total assets ($M) among Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Donsandyschoenherr, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Donsandyschoenherr, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$76K 22.536724613509527% vs 2022
2024 filing year
$0.05M$0.06M$0.07M$0.08M$0.09M 202220232024 $0.06M $0.08M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 2 $62K
2023 1 2 $78K
2024 1 2 $76K

Donsandyschoenherr, Inc. filing trail (2023)

Total Assets (Beginning of Year)$62K
Net Assets (End of Year)$78K
Net Income$16K
Employer EIN462420204
Plan Effective Date2013-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000078426 · Participants: 2Donsandyschoenherr, Inc. 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Tracey Transformation Corp. 401(k) Plan in PA ($78K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan grew sharply - up 25.8% during 2023, from $62K to $78K. Reported net income was $16K.
How have Donsandyschoenherr, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donsandyschoenherr, Inc.'s sponsor-wide assets grew 22.5%, from $62K to $76K.
Where does Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan ranks in the 5th 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 Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tracey Transformation Corp. 401(k) Plan in PA ($78K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 462420204.

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.