401(k) · DOL Form 5500 · 2023

Marchant-Schmidt, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
134
Participants Small participant base
72nd
Percentile by assets National rank
$147,771
Avg per participant Above avg balance/head
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Official DOL plan name: Marchant-Schmidt, Inc. 401(k) Savings Plan · Sponsored by Marchant-Schmidt, Inc. · Wisconsin · Manufacturing

$20M in assets, 134 participants

Marchant-Schmidt, Inc.'s Marchant-Schmidt, Inc. 401(k) Savings Plan reported $20M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #11,650 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Marchant-Schmidt, Inc. 401(k) Savings Plan covers 134 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $20M.

#11,650
in Manufacturing (18,722 peers)
+15.5%
assets growth YoY

Marchant-Schmidt, Inc. 401(k) Savings Plan's outsized position by total assets

Marchant-Schmidt, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$19,801,252 Top 28% higher than 72% 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

Marchant-Schmidt, 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. Marchant-Schmidt, Inc. 401(k) Savings Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marchant-Schmidt, Inc. 401(k) Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Marchant-Schmidt, Inc. 401(k) Savings Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Marchant-Schmidt, Inc. 401(k) Savings Plan reported participants rose from 125 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391213322 · Marchant-Schmidt, Inc. PY 2023 · 401(k)

Marchant-Schmidt, Inc. 401(k) Savings Plan · $20M · 134 · 72nd

  • SCH $20M
  • EBSA 134
  • PART 72nd
  • TYPE 401(k)
  • NET near Swisher International, Inc. Capital Accumulation Plan for Wage Employees
  • BOOK ind #11650

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 →

Marchant-Schmidt, Inc. 401(k) Savings Plan in the asset neighbourhood

Marchant-Schmidt, Inc. 401(k) Savings PlanMarchant-Schmidt, Inc. 401(k…$20MSwisher International, Inc. Capital Accumulation Plan for Wage EmployeesSwisher International, Inc. …$20MMdxhealth, Inc. 401(k) Plan$20MAlliance Water Resources, Inc. Profit Sharing/401(k) PlanAlliance Water Resources, In…$20MBrown Integrated Logistics, Inc. 401(k) PlanBrown Integrated Logistics, …$20M
End-of-year total assets ($M) among Marchant-Schmidt, 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)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN391213322
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marchant-Schmidt, Inc.)

Sponsor-wide plan assets over time

All Marchant-Schmidt, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 28.737698464232775% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.2M $22.1M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 125 $17M
2023 1 134 $20M
2024 1 112 $22M

Nearby 401(k) Plans in Wisconsin

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

Marchant-Schmidt, 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 ($B) Participants Marchant-Schmidt, Inc. 401(k) Savings Plan, Total assets ($B): 0.019801252 · Participants: 134Marchant-Schmidt, 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
Marchant-Schmidt, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Marchant-Schmidt, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Marchant-Schmidt, 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 Swisher International, Inc. Capital Accumulation Plan for Wage Employees in CT ($20M); by covered participants it is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Marchant-Schmidt, Inc. 401(k) Savings Plan assets move in 2023? ▼
Marchant-Schmidt, Inc. 401(k) Savings Plan grew sharply - up 15.5% during 2023, from $17M to $20M. Reported net income was $3M.
How have Marchant-Schmidt, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marchant-Schmidt, Inc.'s sponsor-wide assets grew 28.7%, from $17M to $22M.
Which 401(k) plans are similar in size to Marchant-Schmidt, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Swisher International, Inc. Capital Accumulation Plan for Wage Employees in CT ($20M, 305 participants).
Which 401(k) plans cover a similar participant headcount to Marchant-Schmidt, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants, $15M 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 391213322.

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.