401(k) · DOL Form 5500 · 2023

Schulte & Uhrig, Cpas Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
11
Participants Small participant base
46th
Percentile by assets National rank
$488,257
Avg per participant High balance/head
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Official DOL plan name: Schulte & Uhrig, Cpas Inc. Profit Sharing · Sponsored by Schulte & Uhrig, Cpas Inc. · Ohio · Professional & Technical Services

$5M in assets, 11 participants

Schulte & Uhrig, Cpas Inc.'s Schulte & Uhrig, Cpas Inc. Profit Sharing reported $5M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,877 in Professional & Technical Services (20,321 peers)

Schulte & Uhrig, Cpas Inc. multi-year trail

Schulte & Uhrig, Cpas Inc.'s plans moved +59.2% in assets from 2022 to 2024; this filing shows Schulte & Uhrig, Cpas Inc. Profit Sharing at $5M / 11 participants.

#8,877
in Professional & Technical Services (20,321 peers)
+30.6%
assets growth YoY

Schulte & Uhrig, Cpas Inc. Profit Sharing's mid-pack asset rank among Professional & Technical Services and all filers

Schulte & Uhrig, Cpas Inc. Profit Sharing vs every filed plan by assets

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

$5,370,822 46th percentile higher than 46% 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 & Uhrig, Cpas Inc. Profit Sharing among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schulte & Uhrig, Cpas Inc. Profit Sharing is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schulte & Uhrig, Cpas Inc. Profit Sharing reported net income rose from -$956K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Schulte & Uhrig, Cpas Inc. Profit Sharing end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 311138983 · Schulte & Uhrig, Cpas Inc. PY 2023 · 401(k)

Schulte & Uhrig, Cpas Inc. Profit Sharing · $5M · 11 · 46th

  • IND $5M
  • EOY 11
  • 5500 46th
  • ASSETS 401(k)
  • PCT near Hc of Virginia 401(k) Plan
  • EIN ind #8877

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 Ohio →

Schulte & Uhrig, Cpas Inc. Profit Sharing in the asset neighbourhood

Schulte & Uhrig, Cpas Inc. Profit SharingSchulte & Uhrig, Cpas Inc. P…$5MHc of Virginia 401(k) Plan$5MHealth Ministries Clinic 401(k) PlanHealth Ministries Clinic 401…$5MPediatric Acute Care Associates of North Texas, PLLC 401(k) PlanPediatric Acute Care Associa…$5MAshling Partners LLC 401(k) PlanAshling Partners LLC 401(k) …$5M
End-of-year total assets ($M) among Schulte & Uhrig, Cpas Inc. Profit Sharing and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Schulte & Uhrig, Cpas Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Schulte & Uhrig, Cpas Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 59.2301415606573% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.11M $6.55M ▲ +59.4%
Year Plans Participants Total Assets
2022 1 11 $4M
2023 1 11 $5M
2024 1 11 $7M

Schulte & Uhrig, Cpas Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN311138983
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Schulte & Uhrig, Cpas Inc. Profit Sharing vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Schulte & Uhrig, Cpas Inc. Profit Sharing, Total assets ($B): 0.005370822 · Participants: 11Schulte & Uhrig, Cpas Inc. Profit SharingGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Schulte & Uhrig, Cpas Inc. Profit Sharing vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Schulte & Uhrig, Cpas Inc. Profit Sharing side-by-side with 3 peers →

Schulte & Uhrig, Cpas Inc. Profit Sharing's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Hc of Virginia 401(k) Plan in VA ($5M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 & Uhrig, Cpas Inc. Profit Sharing assets move in 2023? ▼
Schulte & Uhrig, Cpas Inc. Profit Sharing surged - up 30.6% during 2023, from $4M to $5M. Reported net income was $1M.
How have Schulte & Uhrig, Cpas Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schulte & Uhrig, Cpas Inc.'s sponsor-wide assets grew 59.2%, from $4M to $7M.
Which 401(k) plans are similar in size to Schulte & Uhrig, Cpas Inc. Profit Sharing? ▼
Among 401(k) plans in other states, the closest by assets is Hc of Virginia 401(k) Plan in VA ($5M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Schulte & Uhrig, Cpas Inc. Profit Sharing? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 311138983.

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.