401(k) · DOL Form 5500 · 2023

Schmidbauer Lumber, Inc. 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
581
Participants Below avg headcount
88th
Percentile by assets National rank
$114,141
Avg per participant Below avg balance/head
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Official DOL plan name: Schmidbauer Lumber Sawmills 401(k) Plan · Sponsored by Schmidbauer Lumber, Inc. · California · Manufacturing

$66M in assets, 581 participants

Schmidbauer Lumber, Inc.'s Schmidbauer Lumber Sawmills 401(k) Plan reported $66M in total assets and 581 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,464 in Manufacturing (18,722 peers)

Where Schmidbauer Lumber Sawmills 401(k) Plan sits by assets

Schmidbauer Lumber Sawmills 401(k) Plan sits in the top quartile of all filed plans by assets, $66M for 581 participants (~$114,141/participant), up 10.4% in 2023.

#15,464
in Manufacturing (18,722 peers)
+10.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Schmidbauer Lumber Sawmills 401(k) Plan's outsized position by total assets

Schmidbauer Lumber Sawmills 401(k) Plan vs every filed plan by assets

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

$66,315,835 Top 12% higher than 88% 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

Schmidbauer Lumber Sawmills 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. Schmidbauer Lumber Sawmills 401(k) Plan sits mid-pack in the medium band (581 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schmidbauer Lumber Sawmills 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Schmidbauer Lumber Sawmills 401(k) Plan end-of-year assets rose from $60M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • Schmidbauer Lumber Sawmills 401(k) Plan reported participants rose from 535 in the plan year 2022 filing to 581 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942196486 · Schmidbauer Lumber, Inc. PY 2023 · 401(k)

Schmidbauer Lumber Sawmills 401(k) Plan · $66M · 581 · 88th

  • VS-ST $66M
  • VS-ST 581
  • VS-ST 88th
  • VS-ST 401(k)
  • VS-ST near Moseley Architects, P.C. 401(k) Plan
  • VS-ST ind #15464

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 →

Schmidbauer Lumber Sawmills 401(k) Plan in the asset neighbourhood

Schmidbauer Lumber Sawmills 401(k) PlanSchmidbauer Lumber Sawmills …$66MMoseley Architects, P.C. 401(k) PlanMoseley Architects, P.C. 401…$66MNutreco USA 401(k) Plan$66MWachter Employees' 401(k) Profit Sharing PlanWachter Employees' 401(k) Pr…$66MDakota Electric Association Employee 401(k) PlanDakota Electric Association …$66M
End-of-year total assets ($M) among Schmidbauer Lumber Sawmills 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)$60M
Net Assets (End of Year)$66M
Net Income$6M
Employer EIN942196486
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schmidbauer Lumber, Inc.)

Sponsor-wide plan assets over time

All Schmidbauer Lumber, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$72M 19.02449080157797% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $60.1M $71.5M ▲ +19.0%
Year Plans Participants Total Assets
2022 1 535 $60M
2023 1 581 $66M
2024 1 600 $72M

Nearby 401(k) Plans in California

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

Schmidbauer Lumber Sawmills 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Schmidbauer Lumber Sawmills 401(k) Plan, Total assets ($B): 0.066315835 · Participants: 581Schmidbauer Lumber Sawmills 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
Schmidbauer Lumber Sawmills 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Schmidbauer Lumber Sawmills 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Moseley Architects, P.C. 401(k) Plan in VA ($66M); by covered participants it is Carousel Motor Group 401(k) Savings Plan in MN (581 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (581 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 Schmidbauer Lumber Sawmills 401(k) Plan assets move in 2023?
Schmidbauer Lumber Sawmills 401(k) Plan grew at a solid clip - up 10.4% during 2023, from $60M to $66M. Reported net income was $6M.
How have Schmidbauer Lumber, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Schmidbauer Lumber, Inc.'s sponsor-wide assets grew 19.0%, from $60M to $72M.
Where does Schmidbauer Lumber Sawmills 401(k) Plan rank by assets among Form 5500 filers?
Schmidbauer Lumber Sawmills 401(k) Plan ranks in the 88th 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 Schmidbauer Lumber Sawmills 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Moseley Architects, P.C. 401(k) Plan in VA ($66M, 281 participants).
Which 401(k) plans cover a similar participant headcount to Schmidbauer Lumber Sawmills 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Carousel Motor Group 401(k) Savings Plan in MN (581 participants, $48M in assets).