401(k) · DOL Form 5500 · 2023

Jack Schroeder and Associates, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
95
Participants Small participant base
44th
Percentile by assets National rank
$52,252
Avg per participant Low balance/head
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Official DOL plan name: Jack Schroeder and Associates, LLC 401 (K) Plan · Sponsored by Jack Schroeder and Associates, LLC · Wisconsin · Finance & Insurance

$5M in assets, 95 participants

Jack Schroeder and Associates, LLC's Jack Schroeder and Associates, LLC 401 (K) Plan reported $5M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,775 in Finance & Insurance (8,869 peers)

Jack Schroeder and Associates, LLC multi-year trail

Jack Schroeder and Associates, LLC's plans moved +46.8% in assets from 2022 to 2024; this filing shows Jack Schroeder and Associates, LLC 401 (K) Plan at $5M / 95 participants.

#2,775
in Finance & Insurance (8,869 peers)
+19.2%
assets growth YoY

Jack Schroeder and Associates, LLC 401 (K) Plan's mid-pack asset rank among Finance & Insurance and all filers

Jack Schroeder and Associates, LLC 401 (K) Plan vs every filed plan by assets

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

$4,963,894 44th percentile higher than 44% 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

Jack Schroeder and Associates, LLC 401 (K) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jack Schroeder and Associates, LLC 401 (K) Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jack Schroeder and Associates, LLC 401 (K) Plan reported net income rose from -$3M in the plan year 2022 filing to $798K in the plan year 2023 filing.
  • Jack Schroeder and Associates, LLC 401 (K) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Jack Schroeder and Associates, LLC 401 (K) Plan reported participants fell from 101 in the plan year 2022 filing to 95 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391460915 · Jack Schroeder and Associates, LLC PY 2023 · 401(k)

Jack Schroeder and Associates, LLC 401 (K) Plan · $5M · 95 · 44th

  • TYPE $5M
  • TYPE 95
  • TYPE 44th
  • TYPE 401(k)
  • TYPE near Rowan, Incorporated 401(k) Ps Plan
  • TYPE ind #2775

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Jack Schroeder and Associates, LLC 401 (K) Plan in the asset neighbourhood

Jack Schroeder and Associates, LLC 401 (K) PlanJack Schroeder and Associate…$5MRowan, Incorporated 401(k) Ps PlanRowan, Incorporated 401(k) P…$5MA.K.a. Brands 401(k) Plan$5MZhealth, LLC 401(k) Profit Sharing PlanZhealth, LLC 401(k) Profit S…$5MKirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and TrustKirkpatrick Management Compa…$5M
End-of-year total assets ($M) among Jack Schroeder and Associates, LLC 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jack Schroeder and Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Jack Schroeder and Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 46.828906784153155% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.17M $6.12M ▲ +46.8%
Year Plans Participants Total Assets
2022 1 101 $4M
2023 1 95 $5M
2024 1 98 $6M

Jack Schroeder and Associates, LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$798K
Employer EIN391460915
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Jack Schroeder and Associates, LLC 401 (K) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Jack Schroeder and Associates, LLC 401 (K) Plan, Total assets ($B): 0.004963894 · Participants: 95Jack Schroeder and Associates, LLC 401 (K) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Jack Schroeder and Associates, LLC 401 (K) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Jack Schroeder and Associates, LLC 401 (K) Plan side-by-side with 3 peers →

Jack Schroeder and Associates, LLC 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Rowan, Incorporated 401(k) Ps Plan in CA ($5M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Jack Schroeder and Associates, LLC 401 (K) Plan assets move in 2023? ▼
Jack Schroeder and Associates, LLC 401 (K) Plan grew sharply - up 19.2% during 2023, from $4M to $5M. Reported net income was $798K.
How have Jack Schroeder and Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jack Schroeder and Associates, LLC's sponsor-wide assets grew 46.8%, from $4M to $6M.
Which 401(k) plans are similar in size to Jack Schroeder and Associates, LLC 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rowan, Incorporated 401(k) Ps Plan in CA ($5M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Jack Schroeder and Associates, LLC 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants, $3M 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 391460915.

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.