401(k) · DOL Form 5500 · 2023

Fraley & Schilling, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
382
Participants Below avg headcount
57th
Percentile by assets National rank
$24,312
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fraley & Schilling, Inc. Amended and Restated 401(k) Profit-Sharing Plan and Trust · Sponsored by Fraley & Schilling, Inc. · Indiana · Transportation & Warehousing

$9M in assets, 382 participants

Fraley & Schilling, Inc.'s Fraley & Schilling, Inc. Amended and Restated 401(k) Profit-Sharing Plan and Trust reported $9M in total assets and 382 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.

  • #1,938 in Transportation & Warehousing (3,362 peers)

Fraley & Schilling, Inc. multi-year trail

Fraley & Schilling, Inc.'s plans moved +43.2% in assets from 2022 to 2024; this filing shows Fraley & Schilling, Inc. Amended and Restated 401(k) Profit-Sharing Plan and Trust at $9M / 382 participants.

#1,938
in Transportation & Warehousing (3,362 peers)
+24.8%
assets growth YoY

Fraley & Schilling, Inc. Amended and Restated 401(k) Profit-Sharing Plan and Trust's mid-pack asset rank among Transportation & Warehousing and all filers

Fraley & Schilling, Inc. Amended and Restated 401(k) Profit-Sharing Plan and Trust vs every filed plan by assets

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

$9,287,023 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

Fraley & Schilling, Inc. Amended and Restated 401(k) Profit-Sharing Plan and Trust 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. Fraley & Schilling, Inc. Amended and Restated 401(k) Profit-Sharing Plan and Trust sits mid-pack in the medium band (382 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fraley & Schilling, Inc. Amended and Restated 401(k) Profit-Sharing Plan and Trust reported net income rose from $779K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Fraley & Schilling, Inc. Amended and Restated 401(k) Profit-Sharing Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Fraley & Schilling, Inc. Amended and Restated 401(k) Profit-Sharing Plan and Trust reported participants fell from 417 in the plan year 2022 filing to 382 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341036518 · Fraley & Schilling, Inc. PY 2023 · 401(k)

Fraley & Schilling, Inc. Amended and Restated 401(k) Profit-Sharing Plan and Trust · $9M · 382 · 57th

  • BOY $9M
  • SCH 382
  • EBSA 57th
  • PART 401(k)
  • TYPE near East Main Dental Center, LLP 401(k) Deferred Compensation Plan
  • NET ind #1938

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 Transportation & Warehousing retirement plans → · Plans in Indiana →

Fraley & Schilling, Inc. Amended and Restated 401(k) Profit-Sharing Plan and Trust in the asset neighbourhood

Fraley & Schilling, Inc. Amended and Restated 401(k) Profit-Sharing Plan and TrustFraley & Schilling, Inc. Ame…$9MEast Main Dental Center, LLP 401(k) Deferred Compensation PlanEast Main Dental Center, LLP…$9MEag Services, Inc. 401(k) Profit Sharing Plan & TrustEag Services, Inc. 401(k) Pr…$9MInstabase 401(k) Plan$9MQuontic Bank 401(k) Plan$9M
End-of-year total assets ($M) among Fraley & Schilling, Inc. Amended and Restated 401(k) Profit-Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fraley & Schilling, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fraley & Schilling, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 43.247972751697205% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.44M $10.7M ▲ +43.3%
Year Plans Participants Total Assets
2022 1 417 $7M
2023 1 382 $9M
2024 1 397 $11M

Fraley & Schilling, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN341036518
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Fraley & Schilling, Inc. Amended and Restated 401(k) Profit-Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Fraley & Schilling, Inc. Amended and Restated 401(k) Profit-Sharing Plan and Trust, Total assets ($B): 0.009287023 · Participants: 382Fraley & Schilling, Inc. Amended and Restated 401(k) Profit-Sharing Plan and TrustThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Fraley & Schilling, Inc. Amended and Restated 401(k) Profit-Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants

Fraley & Schilling, Inc. Amended and Restated 401(k) Profit-Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is East Main Dental Center, LLP 401(k) Deferred Compensation Plan in OR ($9M); by covered participants it is Clow Valve Company Hourly 401(k) Retirement Plan in AL (382 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (382 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 Fraley & Schilling, Inc. Amended and Restated 401(k) Profit-Sharing Plan and Trust assets move in 2023?
Fraley & Schilling, Inc. Amended and Restated 401(k) Profit-Sharing Plan and Trust grew sharply - up 24.8% during 2023, from $7M to $9M. Reported net income was $2M.
How have Fraley & Schilling, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Fraley & Schilling, Inc.'s sponsor-wide assets grew 43.2%, from $7M to $11M.
Which 401(k) plans are similar in size to Fraley & Schilling, Inc. Amended and Restated 401(k) Profit-Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is East Main Dental Center, LLP 401(k) Deferred Compensation Plan in OR ($9M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Fraley & Schilling, Inc. Amended and Restated 401(k) Profit-Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Clow Valve Company Hourly 401(k) Retirement Plan in AL (382 participants, $12M in assets).