Profit Sharing · DOL Form 5500 · 2023

John P Schmidt Md Sc Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
37th
Percentile by assets National rank
$3.3M
Avg per participant High balance/head
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Official DOL plan name: John P Schmidt Md Sc Profit Sharing Plan · Sponsored by John P Schmidt Md Sc · Wisconsin · Healthcare & Social Assistance

$3M in assets, 1 participants

John P Schmidt Md Sc's John P Schmidt Md Sc Profit Sharing Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,866 in Healthcare & Social Assistance (17,684 peers)

John P Schmidt Md Sc multi-year trail

John P Schmidt Md Sc's plans moved +20.5% in assets from 2022 to 2024; this filing shows John P Schmidt Md Sc Profit Sharing Plan at $3M / 1 participant.

#6,866
in Healthcare & Social Assistance (17,684 peers)
+7.3%
assets growth YoY

John P Schmidt Md Sc Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

John P Schmidt Md Sc Profit Sharing Plan vs every filed plan by assets

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

$3,331,804 37th percentile higher than 37% 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

John P Schmidt Md Sc Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John P Schmidt Md Sc Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John P Schmidt Md Sc Profit Sharing Plan reported net income rose from -$28K in the plan year 2022 filing to $226K in the plan year 2023 filing.
  • John P Schmidt Md Sc Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391305239 · John P Schmidt Md Sc PY 2023 · Profit Sharing

John P Schmidt Md Sc Profit Sharing Plan · $3M · 1 · 37th

  • BOOK $3M
  • BOOK 1
  • BOOK 37th
  • BOOK Profit Sharing
  • BOOK near Yanowitz Law Firm, PLLC 401(k) Plan
  • BOOK ind #6866

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

John P Schmidt Md Sc Profit Sharing Plan in the asset neighbourhood

John P Schmidt Md Sc Profit Sharing PlanJohn P Schmidt Md Sc Profit …$3MYanowitz Law Firm, PLLC 401(k) PlanYanowitz Law Firm, PLLC 401(…$3MVr Rodriguez-Rivera Retirement PlanVr Rodriguez-Rivera Retireme…$3MHank Correa Realty, LLC Profit Sharing PlanHank Correa Realty, LLC Prof…$3MCactus Childrens Clinic, P.C. Profit Sharing PlanCactus Childrens Clinic, P.C…$3M
End-of-year total assets ($M) among John P Schmidt Md Sc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

John P Schmidt Md Sc multi-year asset trail

Sponsor-wide plan assets over time

All John P Schmidt Md Sc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 20.457288715015235% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.11M $3.74M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 1 $3M
2023 1 1 $3M
2024 1 1 $4M

John P Schmidt Md Sc filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$226K
Employer EIN391305239
Plan Effective Date1984-08-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

John P Schmidt Md Sc Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants John P Schmidt Md Sc Profit Sharing Plan, Total assets ($B): 0.003331804 · Participants: 1John P Schmidt Md Sc Profit Sharing PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
John P Schmidt Md Sc Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare John P Schmidt Md Sc Profit Sharing Plan side-by-side with 3 peers →

John P Schmidt Md Sc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Yanowitz Law Firm, PLLC 401(k) Plan in MN ($3M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 John P Schmidt Md Sc Profit Sharing Plan assets move in 2023? ▼
John P Schmidt Md Sc Profit Sharing Plan grew at a solid clip - up 7.3% during 2023, from $3M to $3M. Reported net income was $226K.
How have John P Schmidt Md Sc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John P Schmidt Md Sc's sponsor-wide assets grew 20.5%, from $3M to $4M.
Which Profit Sharing plans are similar in size to John P Schmidt Md Sc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Yanowitz Law Firm, PLLC 401(k) Plan in MN ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to John P Schmidt Md Sc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 391305239.

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.