401(k) · DOL Form 5500 · 2023

Schimberg Co. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
163
Participants Small participant base
82nd
Percentile by assets National rank
$227,727
Avg per participant Above avg balance/head
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Official DOL plan name: Schimberg Co. Profit Sharing Plan · Sponsored by Schimberg Co. · Iowa · Wholesale Trade

$37M in assets, 163 participants

Schimberg Co.'s Schimberg Co. Profit Sharing Plan reported $37M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #5,186 in Wholesale Trade (6,309 peers)

Coverage in Iowa

Schimberg Co. Profit Sharing Plan covers 163 participants in Iowa, about 27% of the average Iowa filer (state average ~609 per filing). Assets: $37M.

#5,186
in Wholesale Trade (6,309 peers)
+20.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Schimberg Co. Profit Sharing Plan's outsized position by total assets

Schimberg Co. Profit Sharing Plan vs every filed plan by assets

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

$37,119,423 Top 18% higher than 82% 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

Schimberg Co. Profit Sharing 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. Schimberg Co. Profit Sharing Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schimberg Co. Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Schimberg Co. Profit Sharing Plan end-of-year assets rose from $31M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Schimberg Co. Profit Sharing Plan reported participants fell from 169 in the plan year 2022 filing to 163 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 420509630 · Schimberg Co. PY 2023 · 401(k)

Schimberg Co. Profit Sharing Plan · $37M · 163 · 82nd

  • RANK $37M
  • PHOTO 163
  • IND 82nd
  • EOY 401(k)
  • 5500 near Dave's Fresh Marketplace Management, Inc. 401(k) Plan
  • ASSETS ind #5186

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 Wholesale Trade retirement plans → · Plans in Iowa →

Schimberg Co. Profit Sharing Plan in the asset neighbourhood

Norman Noble, Inc. 401(k) Retirement Savings PlanNorman Noble, Inc. 401(k) Re…$37MSchimberg Co. Profit Sharing PlanSchimberg Co. Profit Sharing…$37MDave's Fresh Marketplace Management, Inc. 401(k) PlanDave's Fresh Marketplace Man…$37MMagnolia River 401(k) Plan$37MStandard Oil of Connecticut, Inc. 401(k) PlanStandard Oil of Connecticut,…$37M
End-of-year total assets ($M) among Schimberg Co. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$37M
Net Income$6M
Employer EIN420509630
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schimberg Co.)

Sponsor-wide plan assets over time

All Schimberg Co. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 35.59767343714802% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.9M $41.9M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 169 $31M
2023 1 163 $37M
2024 1 166 $42M

Nearby 401(k) Plans in Iowa

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

Schimberg Co. Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Schimberg Co. Profit Sharing Plan, Total assets ($B): 0.037119423 · Participants: 163Schimberg Co. Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Schimberg Co. Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Schimberg Co. Profit Sharing Plan side-by-side with 3 peers →

Schimberg Co. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Dave's Fresh Marketplace Management, Inc. 401(k) Plan in RI ($37M); by covered participants it is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Schimberg Co. Profit Sharing Plan assets move in 2023? ▼
Schimberg Co. Profit Sharing Plan grew sharply - up 20.3% during 2023, from $31M to $37M. Reported net income was $6M.
How have Schimberg Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schimberg Co.'s sponsor-wide assets grew 35.6%, from $31M to $42M.
Where does Schimberg Co. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Schimberg Co. Profit Sharing Plan ranks in the 82nd 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 Schimberg Co. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dave's Fresh Marketplace Management, Inc. 401(k) Plan in RI ($37M, 1,146 participants).
Which 401(k) plans cover a similar participant headcount to Schimberg Co. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants, $491K 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 420509630.

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.