401(k) · DOL Form 5500 · 2023

Schneider Heating & Air Conditioning, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
106
Participants Small participant base
57th
Percentile by assets National rank
$88,201
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan · Sponsored by Schneider Heating & Air Conditioning, Inc. · Wisconsin · Professional & Technical Services

$9M in assets, 106 participants

Schneider Heating & Air Conditioning, Inc.'s Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan reported $9M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,296 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan covers 106 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $9M.

#11,296
in Professional & Technical Services (20,321 peers)
+26.0%
assets growth YoY

Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan vs every filed plan by assets

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

$9,349,262 Top 43% higher than 57% 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

Schneider Heating & Air Conditioning, Inc. Profit Sharing 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. Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan sits mid-pack in the medium band (106 participants).

Published 5500 schedule card

Filing strip 391178245 · Schneider Heating & Air Conditioning, Inc. PY 2023 · 401(k)

Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan · $9M · 106 · 57th

  • ASSETS $9M
  • ASSETS 106
  • ASSETS 57th
  • ASSETS 401(k)
  • ASSETS near Kilwins Quality Confections, LLC 401(k) & Retirement Plan
  • ASSETS ind #11296

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 Wisconsin →

Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan in the asset neighbourhood

Schneider Heating & Air Conditioning, Inc. Profit Sharing PlanSchneider Heating & Air Cond…$9MKilwins Quality Confections, LLC 401(k) & Retirement PlanKilwins Quality Confections,…$9MPetland, Inc. 401(k) Retirement PlanPetland, Inc. 401(k) Retirem…$9MCascadia Capital, LLC 401(k) Profit Sharing Plan and TrustCascadia Capital, LLC 401(k)…$9MSierra Bullets LLC 401(k) Profit Sharing PlanSierra Bullets LLC 401(k) Pr…$9M
End-of-year total assets ($M) among Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN391178245
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schneider Heating & Air Conditioning, Inc.)

Sponsor-wide plan assets over time

All Schneider Heating & Air Conditioning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 11.567148294699624% vs 2023
2024 filing year
$9M$9.5M$10M$10.5M$11M 20232024 $9.35M $10.4M ▲ +11.6%
Year Plans Participants Total Assets
2023 1 106 $9M
2024 1 112 $10M

Nearby 401(k) Plans in Wisconsin

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

Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan, Total assets ($B): 0.009349262 · Participants: 106Schneider Heating & Air Conditioning, Inc. Profit Sharing 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
Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan side-by-side with 3 peers →

Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Kilwins Quality Confections, LLC 401(k) & Retirement Plan in MI ($9M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan assets move in 2023? ▼
Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan grew sharply - up 26.0% during 2023, from $7M to $9M. Reported net income was $2M.
How have Schneider Heating & Air Conditioning, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Schneider Heating & Air Conditioning, Inc.'s sponsor-wide assets grew 11.6%, from $9M to $10M.
Which 401(k) plans are similar in size to Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kilwins Quality Confections, LLC 401(k) & Retirement Plan in MI ($9M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Schneider Heating & Air Conditioning, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 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 391178245.

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.