401(k) · DOL Form 5500 · 2023

School Specialty, LLC 401(k) Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
1,329
Participants Near avg headcount
90th
Percentile by assets National rank
$65,204
Avg per participant Low balance/head
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Official DOL plan name: School Specialty 401(k) Plan · Sponsored by School Specialty, LLC · Wisconsin · Wholesale Trade

$87M in assets, 1,329 participants

School Specialty, LLC's School Specialty 401(k) Plan reported $87M in total assets and 1,329 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #5,803 in Wholesale Trade (6,309 peers)

Coverage in Wisconsin

School Specialty 401(k) Plan covers 1,329 participants in Wisconsin, 2.4x the typical Wisconsin plan (state average ~563 per filing). Assets: $87M.

#5,803
in Wholesale Trade (6,309 peers)
+24.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

School Specialty 401(k) Plan's outsized position by total assets

School Specialty 401(k) Plan vs every filed plan by assets

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

$86,656,519 Top 10% higher than 90% 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

School Specialty 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. School Specialty 401(k) Plan lands in the large band (1,329 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • School Specialty 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • School Specialty 401(k) Plan end-of-year assets rose from $70M in the plan year 2022 filing to $87M in the plan year 2023 filing.
  • School Specialty 401(k) Plan reported participants rose from 1,242 in the plan year 2022 filing to 1,329 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 852162684 · School Specialty, LLC PY 2023 · 401(k)

School Specialty 401(k) Plan · $87M · 1,329 · 90th

  • NET $87M
  • BOOK 1,329
  • VS-ST 90th
  • BOY 401(k)
  • SCH near Miller, Johnson, Snell & Cummiskey, P.L.C. 401(k) Retirement Savings Plan
  • EBSA ind #5803

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

School Specialty 401(k) Plan in the asset neighbourhood

Mack Molding Company Employee Savings and Profit Sharing PlanMack Molding Company Employe…$87MHunt Electric Corporation and Ecsi 401(k) Profit Sharing PlanHunt Electric Corporation an…$87MNksfb, LLC 401(k) Profit Sharing PlanNksfb, LLC 401(k) Profit Sha…$87MSchool Specialty 401(k) Plan$87MMiller, Johnson, Snell & Cummiskey, P.L.C. 401(k) Retirement Savings PlanMiller, Johnson, Snell & Cum…$87M
End-of-year total assets ($M) among School Specialty 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$87M
Net Income$15M
Employer EIN852162684
Plan Effective Date1998-06-10
Filing StatusFILING RECEIVED

Sponsor Plan History (School Specialty, LLC)

Sponsor-wide plan assets over time

All School Specialty, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$99M 41.77101897499981% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $69.9M $99M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 1,242 $70M
2023 1 1,329 $87M
2024 1 1,177 $99M

Nearby 401(k) Plans in Wisconsin

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

School Specialty 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants School Specialty 401(k) Plan, Total assets ($B): 0.086656519 · Participants: 1329School Specialty 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
School Specialty 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare School Specialty 401(k) Plan side-by-side with 3 peers →

School Specialty 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Miller, Johnson, Snell & Cummiskey, P.L.C. 401(k) Retirement Savings Plan in MI ($87M); by covered participants it is Sarnova Hc, LLC Profit Sharing Plan and Trust in OH (1,329 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,329 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 School Specialty 401(k) Plan assets move in 2023? ▼
School Specialty 401(k) Plan grew sharply - up 24.1% during 2023, from $70M to $87M. Reported net income was $15M.
How have School Specialty, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), School Specialty, LLC's sponsor-wide assets grew 41.8%, from $70M to $99M.
Where does School Specialty 401(k) Plan rank by assets among Form 5500 filers? ▼
School Specialty 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to School Specialty 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Miller, Johnson, Snell & Cummiskey, P.L.C. 401(k) Retirement Savings Plan in MI ($87M, 156 participants).
Which 401(k) plans cover a similar participant headcount to School Specialty 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sarnova Hc, LLC Profit Sharing Plan and Trust in OH (1,329 participants, $89M 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 852162684.

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.