401(k) · DOL Form 5500 · 2023

The Schemmer Associates Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
145
Participants Small participant base
76th
Percentile by assets National rank
$164,788
Avg per participant Above avg balance/head
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Official DOL plan name: The Schemmer Associates Inc. Income Savings Plan · Sponsored by The Schemmer Associates Inc. · Nebraska · Professional & Technical Services

$24M in assets, 145 participants

The Schemmer Associates Inc.'s The Schemmer Associates Inc. Income Savings Plan reported $24M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,450 in Professional & Technical Services (20,321 peers)

Coverage in Nebraska

The Schemmer Associates Inc. Income Savings Plan covers 145 participants in Nebraska, about 26% of the average Nebraska filer (state average ~552 per filing). Assets: $24M.

#15,450
in Professional & Technical Services (20,321 peers)
+27.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The Schemmer Associates Inc. Income Savings Plan's outsized position by total assets

The Schemmer Associates Inc. Income Savings Plan vs every filed plan by assets

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

$23,894,331 Top 24% higher than 76% 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

The Schemmer Associates Inc. Income Savings 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. The Schemmer Associates Inc. Income Savings Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Schemmer Associates Inc. Income Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Schemmer Associates Inc. Income Savings Plan end-of-year assets rose from $19M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • The Schemmer Associates Inc. Income Savings Plan reported participants rose from 127 in the plan year 2022 filing to 145 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 470520408 · The Schemmer Associates Inc. PY 2023 · 401(k)

The Schemmer Associates Inc. Income Savings Plan · $24M · 145 · 76th

  • BOY $24M
  • SCH 145
  • EBSA 76th
  • PART 401(k)
  • TYPE near Environmental Restoration 401(k) Profit-Sharing Plan
  • NET ind #15450

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 Nebraska →

The Schemmer Associates Inc. Income Savings Plan in the asset neighbourhood

The Schemmer Associates Inc. Income Savings PlanThe Schemmer Associates Inc.…$24MEnvironmental Restoration 401(k) Profit-Sharing PlanEnvironmental Restoration 40…$24MSato America, LLC 401(k) Plan$24MReconext 401(k) Plan$24MAc Johnston 401(k) Plan$24M
End-of-year total assets ($M) among The Schemmer Associates Inc. Income Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$24M
Net Income$5M
Employer EIN470520408
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Schemmer Associates Inc.)

Sponsor-wide plan assets over time

All The Schemmer Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 54.342186854558626% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.2M $31.1M ▲ +54.4%
Year Plans Participants Total Assets
2022 2 172 $20M
2023 2 187 $25M
2024 2 189 $31M

Nearby 401(k) Plans in Nebraska

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

The Schemmer Associates Inc. Income Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants The Schemmer Associates Inc. Income Savings Plan, Total assets ($B): 0.023894331 · Participants: 145The Schemmer Associates Inc. Income Savings PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
The Schemmer Associates Inc. Income Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare The Schemmer Associates Inc. Income Savings Plan side-by-side with 3 peers →

The Schemmer Associates Inc. Income Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Environmental Restoration 401(k) Profit-Sharing Plan in MO ($24M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (145 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 The Schemmer Associates Inc. Income Savings Plan assets move in 2023? ▼
The Schemmer Associates Inc. Income Savings Plan grew sharply - up 27.1% during 2023, from $19M to $24M. Reported net income was $5M.
How have The Schemmer Associates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Schemmer Associates Inc.'s sponsor-wide assets grew 54.3%, from $20M to $31M.
Where does The Schemmer Associates Inc. Income Savings Plan rank by assets among Form 5500 filers? ▼
The Schemmer Associates Inc. Income Savings Plan ranks in the 76th 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 The Schemmer Associates Inc. Income Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Environmental Restoration 401(k) Profit-Sharing Plan in MO ($24M, 354 participants).
Which 401(k) plans cover a similar participant headcount to The Schemmer Associates Inc. Income Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 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 470520408.

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.