401(k) · DOL Form 5500 · 2023

Schmitz Ready Mix, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
126
Participants Small participant base
59th
Percentile by assets National rank
$80,400
Avg per participant Below avg balance/head
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Official DOL plan name: Schmitz Ready Mix, Inc. 401(k) Savings Plan · Sponsored by Schmitz Ready Mix, Inc. · Wisconsin · Manufacturing

$10M in assets, 126 participants

Schmitz Ready Mix, Inc.'s Schmitz Ready Mix, Inc. 401(k) Savings Plan reported $10M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #8,460 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Schmitz Ready Mix, Inc. 401(k) Savings Plan covers 126 participants in Wisconsin, about 22% of the average Wisconsin filer (state average ~563 per filing). Assets: $10M.

#8,460
in Manufacturing (18,722 peers)
+29.7%
assets growth YoY

Schmitz Ready Mix, Inc. 401(k) Savings Plan's mid-pack asset rank among Manufacturing and all filers

Schmitz Ready Mix, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$10,130,444 Top 41% higher than 59% 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

Schmitz Ready Mix, Inc. 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schmitz Ready Mix, Inc. 401(k) Savings Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schmitz Ready Mix, Inc. 401(k) Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Schmitz Ready Mix, Inc. 401(k) Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391615888 · Schmitz Ready Mix, Inc. PY 2023 · 401(k)

Schmitz Ready Mix, Inc. 401(k) Savings Plan · $10M · 126 · 59th

  • BOOK $10M
  • VS-ST 126
  • BOY 59th
  • SCH 401(k)
  • EBSA near High Reach Company, LLC Retirement Savings Plan
  • PART ind #8460

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 Manufacturing retirement plans → · Plans in Wisconsin →

Schmitz Ready Mix, Inc. 401(k) Savings Plan in the asset neighbourhood

Schmitz Ready Mix, Inc. 401(k) Savings PlanSchmitz Ready Mix, Inc. 401(…$10MHigh Reach Company, LLC Retirement Savings PlanHigh Reach Company, LLC Reti…$10MTerry's Electric 401(k) Savings PlanTerry's Electric 401(k) Savi…$10MJohnson & Galyon, Inc. 401(k) Retirement PlanJohnson & Galyon, Inc. 401(k…$10MPanzura LLC 401(k)$10M
End-of-year total assets ($M) among Schmitz Ready Mix, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN391615888
Plan Effective Date1984-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schmitz Ready Mix, Inc.)

Sponsor-wide plan assets over time

All Schmitz Ready Mix, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 53.57218353703077% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.81M $12M ▲ +53.5%
Year Plans Participants Total Assets
2022 1 126 $8M
2023 1 126 $10M
2024 1 149 $12M

Nearby 401(k) Plans in Wisconsin

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

Schmitz Ready Mix, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Schmitz Ready Mix, Inc. 401(k) Savings Plan, Total assets ($B): 0.010130444 · Participants: 126Schmitz Ready Mix, Inc. 401(k) Savings 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
Schmitz Ready Mix, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Schmitz Ready Mix, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Schmitz Ready Mix, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is High Reach Company, LLC Retirement Savings Plan in FL ($10M); by covered participants it is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Schmitz Ready Mix, Inc. 401(k) Savings Plan assets move in 2023? ▼
Schmitz Ready Mix, Inc. 401(k) Savings Plan grew sharply - up 29.7% during 2023, from $8M to $10M. Reported net income was $2M.
How have Schmitz Ready Mix, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schmitz Ready Mix, Inc.'s sponsor-wide assets grew 53.6%, from $8M to $12M.
Which 401(k) plans are similar in size to Schmitz Ready Mix, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is High Reach Company, LLC Retirement Savings Plan in FL ($10M, 195 participants).
Which 401(k) plans cover a similar participant headcount to Schmitz Ready Mix, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants, $4M 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 391615888.

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.