401(k) · DOL Form 5500 · 2023

Schumacher Homes, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
399
Participants Below avg headcount
80th
Percentile by assets National rank
$77,710
Avg per participant Below avg balance/head
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Official DOL plan name: Schumacher Homes, Inc. 401(k) Plan · Sponsored by Schumacher Homes, Inc. · Ohio · Construction

$31M in assets, 399 participants

Schumacher Homes, Inc.'s Schumacher Homes, Inc. 401(k) Plan reported $31M in total assets and 399 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,046 in Construction (9,030 peers)

Where Schumacher Homes, Inc. 401(k) Plan sits by assets

Schumacher Homes, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 399 participants (~$77,710/participant), up 25.0% in 2023.

#7,046
in Construction (9,030 peers)
+25.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Schumacher Homes, Inc. 401(k) Plan's outsized position by total assets

Schumacher Homes, Inc. 401(k) Plan vs every filed plan by assets

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

$31,006,212 Top 20% higher than 80% 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

Schumacher Homes, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schumacher Homes, Inc. 401(k) Plan sits mid-pack in the medium band (399 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schumacher Homes, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Schumacher Homes, Inc. 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Schumacher Homes, Inc. 401(k) Plan reported participants rose from 373 in the plan year 2022 filing to 399 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341701025 · Schumacher Homes, Inc. PY 2023 · 401(k)

Schumacher Homes, Inc. 401(k) Plan · $31M · 399 · 80th

  • 5500 $31M
  • ASSETS 399
  • PCT 80th
  • EIN 401(k)
  • RANK near 1 Source Business Solutions 401(k) Plan
  • PHOTO ind #7046

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 Construction retirement plans → · Plans in Ohio →

Schumacher Homes, Inc. 401(k) Plan in the asset neighbourhood

Schumacher Homes, Inc. 401(k) PlanSchumacher Homes, Inc. 401(k…$31MSitime 401(k) Plan$31M1 Source Business Solutions 401(k) Plan1 Source Business Solutions …$31MEcco Safety Group 401(k) Plan$31MRood, Riddle & Partners, P.S.C. Savings and Retirement PlanRood, Riddle & Partners, P.S…$31M
End-of-year total assets ($M) among Schumacher Homes, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN341701025
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schumacher Homes, Inc.)

Sponsor-wide plan assets over time

All Schumacher Homes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 40.6636798992093% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.8M $34.9M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 373 $25M
2023 1 399 $31M
2024 1 387 $35M

Nearby 401(k) Plans in Ohio

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

Schumacher Homes, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Schumacher Homes, Inc. 401(k) Plan, Total assets ($B): 0.031006212 · Participants: 399Schumacher Homes, Inc. 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Schumacher Homes, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Schumacher Homes, Inc. 401(k) Plan side-by-side with 3 peers →

Schumacher Homes, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is 1 Source Business Solutions 401(k) Plan in UT ($31M); by covered participants it is Longbridge Financial LLC 401(k) Profit Sharing Plan in NJ (399 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (399 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 Schumacher Homes, Inc. 401(k) Plan assets move in 2023? ▼
Schumacher Homes, Inc. 401(k) Plan grew sharply - up 25.0% during 2023, from $25M to $31M. Reported net income was $6M.
How have Schumacher Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schumacher Homes, Inc.'s sponsor-wide assets grew 40.7%, from $25M to $35M.
Where does Schumacher Homes, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Schumacher Homes, Inc. 401(k) Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Schumacher Homes, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 1 Source Business Solutions 401(k) Plan in UT ($31M, 1,591 participants).
Which 401(k) plans cover a similar participant headcount to Schumacher Homes, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Longbridge Financial LLC 401(k) Profit Sharing Plan in NJ (399 participants, $16M 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 341701025.

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.