Profit Sharing · DOL Form 5500 · 2023

Schroeder & Siegfried, P a Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$602,922
Avg per participant High balance/head
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Official DOL plan name: Schroeder & Siegfried, PA Profit Sharing Plan · Sponsored by Schroeder & Siegfried, P a · Minnesota · Professional & Technical Services

$1M in assets, 2 participants

Schroeder & Siegfried, P a's Schroeder & Siegfried, PA Profit Sharing Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,208 in Professional & Technical Services (20,321 peers)

Schroeder & Siegfried, P a multi-year trail

Schroeder & Siegfried, P a's plans moved +13.1% in assets from 2022 to 2023; this filing shows Schroeder & Siegfried, PA Profit Sharing Plan at $1M / 2 participants.

#4,208
in Professional & Technical Services (20,321 peers)
+13.1%
assets growth YoY

Schroeder & Siegfried, PA Profit Sharing Plan among the smaller filed plans by assets

Schroeder & Siegfried, PA Profit Sharing Plan vs every filed plan by assets

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

$1,205,843 25th percentile higher than 25% 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

Schroeder & Siegfried, PA 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. Schroeder & Siegfried, PA 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

  • Schroeder & Siegfried, PA Profit Sharing Plan reported net income rose from -$155K in the plan year 2022 filing to $140K in the plan year 2023 filing.
  • Schroeder & Siegfried, PA Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 411508140 · Schroeder & Siegfried, P a PY 2023 · Profit Sharing

Schroeder & Siegfried, PA Profit Sharing Plan · $1M · 2 · 25th

  • 5500 $1M
  • ASSETS 2
  • PCT 25th
  • EIN Profit Sharing
  • RANK near Byrd Adkins Profit Sharing
  • PHOTO ind #4208

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Schroeder & Siegfried, PA Profit Sharing Plan in the asset neighbourhood

Schroeder & Siegfried, PA Profit Sharing PlanSchroeder & Siegfried, PA Pr…$1MByrd Adkins Profit Sharing$1MAthena Stone Wellness Inc. Retirement PlanAthena Stone Wellness Inc. R…$1MBoyne River Companies, Inc. Retirement PlanBoyne River Companies, Inc. …$1MEva Longoria Inc Profit Sharing PlanEva Longoria Inc Profit Shar…$1M
End-of-year total assets ($M) among Schroeder & Siegfried, PA Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Schroeder & Siegfried, P a multi-year asset trail

Sponsor-wide plan assets over time

All Schroeder & Siegfried, P a plans reported in each filing year

Latest sponsor-wide plan assets
$1M 13.130684829976968% vs 2022
2023 filing year
$1.05M$1.1M$1.15M$1.2M$1.25M 20222023 $1.07M $1.21M ▲ +13.1%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M

Schroeder & Siegfried, P a filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$140K
Employer EIN411508140
Plan Effective Date1985-02-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Minnesota

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Schroeder & Siegfried, PA Profit Sharing Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Schroeder & Siegfried, PA Profit Sharing Plan, Total assets ($B): 0.001205843 · Participants: 2Schroeder & Siegfried, PA Profit Sharing PlanEssentia Health Retirement Plan, Total assets ($B): 1.947015983 · Participants: 15491Essentia Health Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.617374084 · Participants: 6062Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.905961651 · Participants: 9417Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.609806339 · Participants: 4828Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.510990463 · Participants: 19870Cargill Employee Retirement Account Plan
Schroeder & Siegfried, PA Profit Sharing Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Schroeder & Siegfried, PA Profit Sharing Plan side-by-side with 3 peers →

Schroeder & Siegfried, PA Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Byrd Adkins Profit Sharing in TX ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (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 Schroeder & Siegfried, PA Profit Sharing Plan assets move in 2023? ▼
Schroeder & Siegfried, PA Profit Sharing Plan grew at a solid clip - up 13.1% during 2023, from $1M to $1M. Reported net income was $140K.
How have Schroeder & Siegfried, P a plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Schroeder & Siegfried, P a's sponsor-wide assets grew 13.1%, from $1M to $1M.
Where does Schroeder & Siegfried, PA Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Schroeder & Siegfried, PA Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Schroeder & Siegfried, PA Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Byrd Adkins Profit Sharing in TX ($1M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Schroeder & Siegfried, PA Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 411508140.

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.