401(k) · DOL Form 5500 · 2023
August Schell Enterprises 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 108
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $108,156
- Avg per participant Below avg balance/head
Official DOL plan name: August Schell Enterprises 401(k) Plan and Trust · Sponsored by August Schell Enterprises · Maryland · Professional & Technical Services
$12M in assets, 108 participants
August Schell Enterprises's August Schell Enterprises 401(k) Plan and Trust reported $12M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #12,379 in Professional & Technical Services (20,321 peers)
Coverage in Maryland
August Schell Enterprises 401(k) Plan and Trust covers 108 participants in Maryland, about 12% of the average Maryland filer (state average ~929 per filing). Assets: $12M.
- #12,379
- in Professional & Technical Services (20,321 peers)
- +24.1%
- assets growth YoY
August Schell Enterprises 401(k) Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
August Schell Enterprises 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,680,873 Top 38% higher than 62% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
August Schell Enterprises 401(k) Plan and Trust 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. August Schell Enterprises 401(k) Plan and Trust sits mid-pack in the medium band (108 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- August Schell Enterprises 401(k) Plan and Trust reported net income rose from -$194K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- August Schell Enterprises 401(k) Plan and Trust end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- August Schell Enterprises 401(k) Plan and Trust reported participants rose from 105 in the plan year 2022 filing to 108 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 521787473 · August Schell Enterprises PY 2023 · 401(k)
August Schell Enterprises 401(k) Plan and Trust · $12M · 108 · 62nd
- IND $12M
- IND 108
- IND 62nd
- IND 401(k)
- IND near Unit4 401(k) Plan
- IND ind #12379
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 Maryland →
August Schell Enterprises 401(k) Plan and Trust in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 521787473 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (August Schell Enterprises)
Sponsor-wide plan assets over time
All August Schell Enterprises plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 41.18332362663292% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 105 | $9M |
| 2023 | 1 | 108 | $12M |
| 2024 | 1 | 111 | $13M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
August Schell Enterprises 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Unit4 401(k) Plan in FL ($12M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Unit4 401(k) Plan (FL) $12M · 163
- Baldwin & Shell Construction Co. 401(k) Plan (AR) $12M · 254
- East Texas Financial Corporation 401(k) Plan (TX) $12M · 97
- Brown Packing Retirement Plan (SC) $12M · 381
Similar participant headcount
Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.
- Winstar Farm 401(k) Plan (KY) 108 · 0 off
- University Athletic Association 403b Plan (FL) 108 · 0 off
- Wayne Densch, Inc. 401(k) Plan (FL) 108 · 0 off
- Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust (WA) 108 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.