401(k) · DOL Form 5500 · 2023

C.G. Schmidt, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
121
Participants Small participant base
81st
Percentile by assets National rank
$273,860
Avg per participant High balance/head
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Official DOL plan name: C.G. Schmidt, Inc. Defined Contribution Plan · Sponsored by C.G. Schmidt, Inc. · Wisconsin · Wholesale Trade

$33M in assets, 121 participants

C.G. Schmidt, Inc.'s C.G. Schmidt, Inc. Defined Contribution Plan reported $33M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #5,064 in Wholesale Trade (6,309 peers)

Coverage in Wisconsin

C.G. Schmidt, Inc. Defined Contribution Plan covers 121 participants in Wisconsin, about 21% of the average Wisconsin filer (state average ~563 per filing). Assets: $33M.

#5,064
in Wholesale Trade (6,309 peers)
+18.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

C.G. Schmidt, Inc. Defined Contribution Plan's outsized position by total assets

C.G. Schmidt, Inc. Defined Contribution Plan vs every filed plan by assets

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

$33,137,005 Top 19% higher than 81% 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

C.G. Schmidt, Inc. Defined Contribution 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. C.G. Schmidt, Inc. Defined Contribution Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • C.G. Schmidt, Inc. Defined Contribution Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • C.G. Schmidt, Inc. Defined Contribution Plan end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • C.G. Schmidt, Inc. Defined Contribution Plan reported participants rose from 111 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390755565 · C.G. Schmidt, Inc. PY 2023 · 401(k)

C.G. Schmidt, Inc. Defined Contribution Plan · $33M · 121 · 81st

  • PHOTO $33M
  • PHOTO 121
  • PHOTO 81st
  • PHOTO 401(k)
  • PHOTO near Kramer Beverage Co. , LLC Employees' Profit Sharing Plan
  • PHOTO ind #5064

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 →

C.G. Schmidt, Inc. Defined Contribution Plan in the asset neighbourhood

C.G. Schmidt, Inc. Defined Contribution PlanC.G. Schmidt, Inc. Defined C…$33MHealth Advocate Employee 401(k) PlanHealth Advocate Employee 401…$33MKramer Beverage Co. , LLC Employees' Profit Sharing PlanKramer Beverage Co. , LLC Em…$33MMedhq, LLC 401(k) Plan$33MGbbn Architects, Inc. 401(k) Savings PlanGbbn Architects, Inc. 401(k)…$33M
End-of-year total assets ($M) among C.G. Schmidt, Inc. Defined Contribution Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN390755565
Plan Effective Date1981-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (C.G. Schmidt, Inc.)

Sponsor-wide plan assets over time

All C.G. Schmidt, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 42.16022694117646% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.9M $39.7M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 111 $28M
2023 1 121 $33M
2024 1 148 $40M

Nearby 401(k) Plans in Wisconsin

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

C.G. Schmidt, Inc. Defined Contribution Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants C.G. Schmidt, Inc. Defined Contribution Plan, Total assets ($B): 0.033137005 · Participants: 121C.G. Schmidt, Inc. Defined Contribution 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
C.G. Schmidt, Inc. Defined Contribution Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare C.G. Schmidt, Inc. Defined Contribution Plan side-by-side with 3 peers →

C.G. Schmidt, Inc. Defined Contribution Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Kramer Beverage Co. , LLC Employees' Profit Sharing Plan in NJ ($33M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (121 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 C.G. Schmidt, Inc. Defined Contribution Plan assets move in 2023? ▼
C.G. Schmidt, Inc. Defined Contribution Plan grew sharply - up 18.8% during 2023, from $28M to $33M. Reported net income was $5M.
How have C.G. Schmidt, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C.G. Schmidt, Inc.'s sponsor-wide assets grew 42.2%, from $28M to $40M.
Where does C.G. Schmidt, Inc. Defined Contribution Plan rank by assets among Form 5500 filers? ▼
C.G. Schmidt, Inc. Defined Contribution Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to C.G. Schmidt, Inc. Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kramer Beverage Co. , LLC Employees' Profit Sharing Plan in NJ ($33M, 256 participants).
Which 401(k) plans cover a similar participant headcount to C.G. Schmidt, Inc. Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 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 390755565.

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.