401(k) · DOL Form 5500 · 2023

Barta - Schoenewald, Inc. Dba Advanced Motion Controls 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
123
Participants Small participant base
69th
Percentile by assets National rank
$132,149
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Advanced Motion Controls 401(k) Plan · Sponsored by Barta - Schoenewald, Inc. Dba Advanced Motion Controls · California · Manufacturing

$16M in assets, 123 participants

Barta - Schoenewald, Inc. Dba Advanced Motion Controls's Advanced Motion Controls 401(k) Plan reported $16M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,783 in Manufacturing (18,722 peers)

Coverage in California

Advanced Motion Controls 401(k) Plan covers 123 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $16M.

#10,783
in Manufacturing (18,722 peers)
+15.6%
assets growth YoY

Advanced Motion Controls 401(k) Plan's outsized position by total assets

Advanced Motion Controls 401(k) Plan vs every filed plan by assets

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

$16,254,315 Top 31% higher than 69% 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

Advanced Motion Controls 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. Advanced Motion Controls 401(k) Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advanced Motion Controls 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Advanced Motion Controls 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954188955 · Barta - Schoenewald, Inc. Dba Advanced Motion Controls PY 2023 · 401(k)

Advanced Motion Controls 401(k) Plan · $16M · 123 · 69th

  • BOY $16M
  • BOY 123
  • BOY 69th
  • BOY 401(k)
  • BOY near Kw Mission Critical Engineering, D.P.C. 401(k) Plan
  • BOY ind #10783

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 Manufacturing retirement plans → · Plans in California →

Advanced Motion Controls 401(k) Plan in the asset neighbourhood

Advanced Motion Controls 401(k) PlanAdvanced Motion Controls 401…$16MKw Mission Critical Engineering, D.P.C. 401(k) PlanKw Mission Critical Engineer…$16MAthens Paper Company, Inc. 401(k) Retirement PlanAthens Paper Company, Inc. 4…$16MJd Bank 401(k) Plan$16MFreeman Mathis & Gary, LLP Attorney Retirement Savings PlanFreeman Mathis & Gary, LLP A…$16M
End-of-year total assets ($M) among Advanced Motion Controls 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN954188955
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barta - Schoenewald, Inc. Dba Advanced Motion Controls)

Sponsor-wide plan assets over time

All Barta - Schoenewald, Inc. Dba Advanced Motion Controls plans reported in each filing year

Latest sponsor-wide plan assets
$19M 33.96962629052208% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.1M $18.8M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 122 $14M
2023 1 123 $16M
2024 1 124 $19M

Nearby 401(k) Plans in California

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

Advanced Motion Controls 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Advanced Motion Controls 401(k) Plan, Total assets ($B): 0.016254315 · Participants: 123Advanced Motion Controls 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Advanced Motion Controls 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Advanced Motion Controls 401(k) Plan side-by-side with 3 peers →

Advanced Motion Controls 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kw Mission Critical Engineering, D.P.C. 401(k) Plan in NY ($16M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Advanced Motion Controls 401(k) Plan assets move in 2023? ▼
Advanced Motion Controls 401(k) Plan grew sharply - up 15.6% during 2023, from $14M to $16M. Reported net income was $2M.
How have Barta - Schoenewald, Inc. Dba Advanced Motion Controls plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barta - Schoenewald, Inc. Dba Advanced Motion Controls's sponsor-wide assets grew 34.0%, from $14M to $19M.
Which 401(k) plans are similar in size to Advanced Motion Controls 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kw Mission Critical Engineering, D.P.C. 401(k) Plan in NY ($16M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Advanced Motion Controls 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunchase Salary Savings Plan in NC (123 participants, $2M 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 954188955.

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.