401(k) · DOL Form 5500 · 2023

Schumacher Company, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
131
Participants Small participant base
56th
Percentile by assets National rank
$67,220
Avg per participant Below avg balance/head
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Official DOL plan name: Schumacher Company, Inc. 401(k) Plan · Sponsored by Schumacher Company, Inc. · Massachusetts · Professional & Technical Services

$9M in assets, 131 participants

Schumacher Company, Inc.'s Schumacher Company, Inc. 401(k) Plan reported $9M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,039 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Schumacher Company, Inc. 401(k) Plan covers 131 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.

#11,039
in Professional & Technical Services (20,321 peers)
+29.4%
assets growth YoY

Schumacher Company, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$8,805,785 Top 44% higher than 56% 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 Company, 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 Company, Inc. 401(k) Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schumacher Company, Inc. 401(k) Plan reported net income rose from -$697K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Schumacher Company, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Schumacher Company, Inc. 401(k) Plan reported participants fell from 141 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 264476965 · Schumacher Company, Inc. PY 2023 · 401(k)

Schumacher Company, Inc. 401(k) Plan · $9M · 131 · 56th

  • NET $9M
  • BOOK 131
  • VS-ST 56th
  • BOY 401(k)
  • SCH near Oura Ring Inc 401(k) Plan
  • EBSA ind #11039

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 Massachusetts →

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

Schumacher Company, Inc. 401(k) PlanSchumacher Company, Inc. 401…$9MOura Ring Inc 401(k) Plan$9MPalmetto Goodwill 401(k) Plan$9MNexolve Holding Company 401(k) PlanNexolve Holding Company 401(…$9MInnovations Health Systems, LLC 401(k) PlanInnovations Health Systems, …$9M
End-of-year total assets ($M) among Schumacher Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN264476965
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schumacher Company, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$10M 52.027658425557966% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.8M $10.3M ▲ +52.1%
Year Plans Participants Total Assets
2022 1 141 $7M
2023 1 131 $9M
2024 1 151 $10M

Nearby 401(k) Plans in Massachusetts

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

Schumacher Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Schumacher Company, Inc. 401(k) Plan, Total assets ($B): 0.008805785 · Participants: 131Schumacher Company, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Schumacher Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Schumacher Company, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Oura Ring Inc 401(k) Plan in CA ($9M); by covered participants it is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Company, Inc. 401(k) Plan assets move in 2023? ▼
Schumacher Company, Inc. 401(k) Plan grew sharply - up 29.4% during 2023, from $7M to $9M. Reported net income was $2M.
How have Schumacher Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schumacher Company, Inc.'s sponsor-wide assets grew 52.0%, from $7M to $10M.
Which 401(k) plans are similar in size to Schumacher Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oura Ring Inc 401(k) Plan in CA ($9M, 208 participants).
Which 401(k) plans cover a similar participant headcount to Schumacher Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 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 264476965.

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.