401(k) · DOL Form 5500 · 2023

Jh Schroeder Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
82
Participants Small participant base
48th
Percentile by assets National rank
$74,528
Avg per participant Below avg balance/head
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Official DOL plan name: Schroeder Moving Companies, Inc. · Sponsored by Jh Schroeder Companies, Inc. · Wisconsin · Transportation & Warehousing

$6M in assets, 82 participants

Jh Schroeder Companies, Inc.'s Schroeder Moving Companies, Inc. reported $6M in total assets and 82 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #1,640 in Transportation & Warehousing (3,362 peers)

Jh Schroeder Companies, Inc. multi-year trail

Jh Schroeder Companies, Inc.'s plans moved +22.2% in assets from 2022 to 2023; this filing shows Schroeder Moving Companies, Inc. at $6M / 82 participants.

#1,640
in Transportation & Warehousing (3,362 peers)
+22.2%
assets growth YoY

Schroeder Moving Companies, Inc.'s mid-pack asset rank among Transportation & Warehousing and all filers

Schroeder Moving Companies, Inc. vs every filed plan by assets

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

$6,111,319 48th percentile higher than 48% 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

Schroeder Moving Companies, Inc. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schroeder Moving Companies, Inc. is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schroeder Moving Companies, Inc. reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Schroeder Moving Companies, Inc. end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Schroeder Moving Companies, Inc. reported participants fell from 86 in the plan year 2022 filing to 82 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 810915937 · Jh Schroeder Companies, Inc. PY 2023 · 401(k)

Schroeder Moving Companies, Inc. · $6M · 82 · 48th

  • RANK $6M
  • PHOTO 82
  • IND 48th
  • EOY 401(k)
  • 5500 near Arms of Hope 401(k) Plan
  • ASSETS ind #1640

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 Wisconsin →

Schroeder Moving Companies, Inc. in the asset neighbourhood

Schroeder Moving Companies, Inc.Schroeder Moving Companies, …$6MArms of Hope 401(k) Plan$6MVantage Plastics 401(k) Plan$6MPurpose Home Health 401(k) PlanPurpose Home Health 401(k) P…$6MAllied Digital Services LLC 401(k) PlanAllied Digital Services LLC …$6M
End-of-year total assets ($M) among Schroeder Moving Companies, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jh Schroeder Companies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jh Schroeder Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 22.23439857654662% vs 2022
2023 filing year
$4.5M$5M$5.5M$6M$6.5M 20222023 $5M $6.11M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 86 $5M
2023 1 82 $6M

Jh Schroeder Companies, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN810915937
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Schroeder Moving Companies, Inc. vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Schroeder Moving Companies, Inc., Total assets ($B): 0.006111319 · Participants: 82Schroeder Moving Companies, Inc.Advocate 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
Schroeder Moving Companies, Inc. vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Schroeder Moving Companies, Inc. side-by-side with 3 peers →

Schroeder Moving Companies, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Arms of Hope 401(k) Plan in TX ($6M); by covered participants it is Healthy Back Brand Holdings 401(k) Plan in MD (82 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Schroeder Moving Companies, Inc. assets move in 2023? ▼
Schroeder Moving Companies, Inc. grew sharply - up 22.2% during 2023, from $5M to $6M. Reported net income was $1M.
How have Jh Schroeder Companies, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jh Schroeder Companies, Inc.'s sponsor-wide assets grew 22.2%, from $5M to $6M.
Which 401(k) plans are similar in size to Schroeder Moving Companies, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Arms of Hope 401(k) Plan in TX ($6M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Schroeder Moving Companies, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthy Back Brand Holdings 401(k) Plan in MD (82 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 810915937.

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.