401(k) · DOL Form 5500 · 2023

Schill Shack Ltd. 401(k) Plan

Data updated 2026-08-25

$385K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$192,606
Avg per participant Above avg balance/head
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Official DOL plan name: Schill Shack 401(k) · Sponsored by Schill Shack Ltd. · Iowa · Transportation & Warehousing

$385K in assets, 2 participants

Schill Shack Ltd.'s Schill Shack 401(k) reported $385K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #561 in Transportation & Warehousing (3,362 peers)

Schill Shack Ltd. multi-year trail

Schill Shack Ltd.'s plans moved -71.6% in assets from 2022 to 2024; this filing shows Schill Shack 401(k) at $385K / 2 participants.

#561
in Transportation & Warehousing (3,362 peers)
-13.8%
assets change YoY

The plan reported a net loss of $62K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schill Shack 401(k) among the smaller filed plans by assets

Schill Shack 401(k) vs every filed plan by assets

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

$385,211 16th percentile higher than 16% 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

Schill Shack 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schill Shack 401(k) is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schill Shack 401(k) reported net income fell from $447K in the plan year 2022 filing to -$62K in the plan year 2023 filing.
  • Schill Shack 401(k) end-of-year assets fell from $447K in the plan year 2022 filing to $385K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 881756337 · Schill Shack Ltd. PY 2023 · 401(k)

Schill Shack 401(k) · $385K · 2 · 16th

  • BOOK $385K
  • VS-ST 2
  • BOY 16th
  • SCH 401(k)
  • EBSA near D & D Mapes, Inc. 401(k) Profit Sharing Plan
  • PART ind #561

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 Transportation & Warehousing retirement plans → · Plans in Iowa →

Schill Shack 401(k) in the asset neighbourhood

Schill Shack 401(k)$385KD & D Mapes, Inc. 401(k) Profit Sharing PlanD & D Mapes, Inc. 401(k) Pro…$385KSaresky Enterprises, Inc. 401(k) Profit Sharing PlanSaresky Enterprises, Inc. 40…$385KTexas Civil Rights Project 401(k) PlanTexas Civil Rights Project 4…$385KSenior Services Group, Inc. 401(k) PlanSenior Services Group, Inc. …$385K
End-of-year total assets ($M) among Schill Shack 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Schill Shack Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Schill Shack Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$127K 71.60007876870196% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.45M $0.13M ▼ -71.1%
Year Plans Participants Total Assets
2022 1 2 $447K
2023 1 2 $385K
2024 1 2 $127K

Schill Shack Ltd. filing trail (2023)

Total Assets (Beginning of Year)$447K
Net Assets (End of Year)$385K
Net Income-$62K
Employer EIN881756337
Plan Effective Date2022-04-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Schill Shack 401(k) vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Schill Shack 401(k), Total assets ($B): 0.000385211 · Participants: 2Schill Shack 401(k)The 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
Schill Shack 401(k) vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Schill Shack 401(k) side-by-side with 3 peers →

Schill Shack 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is D & D Mapes, Inc. 401(k) Profit Sharing Plan in CO ($385K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Schill Shack 401(k) assets move in 2023? ▼
Schill Shack 401(k) pulled back noticeably - down 13.8% during 2023, from $447K to $385K. Reported net income was -$62K.
How have Schill Shack Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schill Shack Ltd.'s sponsor-wide assets declined 71.6%, from $447K to $127K.
Where does Schill Shack 401(k) rank by assets among Form 5500 filers? ▼
Schill Shack 401(k) ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Schill Shack 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is D & D Mapes, Inc. 401(k) Profit Sharing Plan in CO ($385K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Schill Shack 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 881756337.

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.