401(k) · DOL Form 5500 · 2023

Schulte Hospitality Group, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
6,039
Participants Above avg headcount
81st
Percentile by assets National rank
$5,816
Avg per participant Low balance/head
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Official DOL plan name: Schulte Hospitality Group, Inc. 401(k) Plan · Sponsored by Schulte Hospitality Group, Inc. · Kentucky · Food Services & Accommodation

$35M in assets, 6,039 participants

Schulte Hospitality Group, Inc.'s Schulte Hospitality Group, Inc. 401(k) Plan reported $35M in total assets and 6,039 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #3,645 in Food Services & Accommodation (3,828 peers)

Coverage in Kentucky

Schulte Hospitality Group, Inc. 401(k) Plan covers 6,039 participants in Kentucky, 9.3x the typical Kentucky plan (state average ~647 per filing). Assets: $35M.

#3,645
in Food Services & Accommodation (3,828 peers)
+65.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Schulte Hospitality Group, Inc. 401(k) Plan's outsized position by total assets

Schulte Hospitality Group, Inc. 401(k) Plan vs every filed plan by assets

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

$35,125,348 Top 19% higher than 81% 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

Schulte Hospitality Group, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schulte Hospitality Group, Inc. 401(k) Plan lands in the large band (6,039 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schulte Hospitality Group, Inc. 401(k) Plan reported net income rose from $3M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Schulte Hospitality Group, Inc. 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Schulte Hospitality Group, Inc. 401(k) Plan reported participants rose from 4,736 in the plan year 2022 filing to 6,039 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 371392767 · Schulte Hospitality Group, Inc. PY 2023 · 401(k)

Schulte Hospitality Group, Inc. 401(k) Plan · $35M · 6,039 · 81st

  • BOOK $35M
  • VS-ST 6,039
  • BOY 81st
  • SCH 401(k)
  • EBSA near Chickasaw Nation Industries, Inc. 401(k) Plan
  • PART ind #3645

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 Food Services & Accommodation retirement plans → · Plans in Kentucky →

Schulte Hospitality Group, Inc. 401(k) Plan in the asset neighbourhood

Schulte Hospitality Group, Inc. 401(k) PlanSchulte Hospitality Group, I…$35MChickasaw Nation Industries, Inc. 401(k) PlanChickasaw Nation Industries,…$35ML & M Supply Retirement Savings PlanL & M Supply Retirement Savi…$35MBp Directsave Plan$35MHomestead Funding Corp. 401(k) PlanHomestead Funding Corp. 401(…$35M
End-of-year total assets ($M) among Schulte Hospitality Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$35M
Net Income$14M
Employer EIN371392767
Plan Effective Date2014-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schulte Hospitality Group, Inc.)

Sponsor-wide plan assets over time

All Schulte Hospitality Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 115.65195607184616% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $21.3M $45.9M ▲ +115.7%
Year Plans Participants Total Assets
2022 1 4,736 $21M
2023 1 6,039 $35M
2024 1 6,194 $46M

Nearby 401(k) Plans in Kentucky

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

Schulte Hospitality Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Schulte Hospitality Group, Inc. 401(k) Plan, Total assets ($B): 0.035125348 · Participants: 6039Schulte Hospitality Group, Inc. 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Schulte Hospitality Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Schulte Hospitality Group, Inc. 401(k) Plan side-by-side with 3 peers →

Schulte Hospitality Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Chickasaw Nation Industries, Inc. 401(k) Plan in OK ($35M); by covered participants it is Sonesta International Hotels Corporation and Subsidiaries 401(k) Plan in MA (6,033 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,039 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 Schulte Hospitality Group, Inc. 401(k) Plan assets move in 2023? ▼
Schulte Hospitality Group, Inc. 401(k) Plan surged - up 65.2% during 2023, from $21M to $35M. Reported net income was $14M.
How have Schulte Hospitality Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schulte Hospitality Group, Inc.'s sponsor-wide assets grew 115.7%, from $21M to $46M.
Where does Schulte Hospitality Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Schulte Hospitality Group, Inc. 401(k) Plan ranks in the 81st 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 Schulte Hospitality Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chickasaw Nation Industries, Inc. 401(k) Plan in OK ($35M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Schulte Hospitality Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sonesta International Hotels Corporation and Subsidiaries 401(k) Plan in MA (6,033 participants, $127M 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 371392767.

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.