Other
2023 plan-year Other DOL Form 5500

Retirement Plan for Union and Non-Union Employees of Schlegel Systems, Inc.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Schlegel Systems, Inc. · South Dakota · Manufacturing

What the 2023 filing shows

Retirement Plan for Union and Non-Union Employees of Schlegel Systems, Inc. holds N/A for N/A participants.

N/A
total plan assets (2023 EOY)
N/A
covered participants
$-24,907,585
reported net income

The plan reported a net loss of $25M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
N/A
Participants
N/A
State
Industry
Manufacturing

What the Filing Says About Retirement Plan for Union and Non-Union Employees of Schlegel Systems, Inc.

Retirement Plan for Union and Non-Union Employees of Schlegel Systems, Inc. is a Other retirement plan sponsored by Schlegel Systems, Inc., headquartered in South Dakota. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers N/A participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 161539687, and the plan has been effective since 1998-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $25M at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A, with reported net income of $-24,907,585 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$25M
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Net Income$-24,907,585
Plan TypeOther
Employer EIN161539687
Plan Effective Date1998-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schlegel Systems, Inc.)

Year Plans Participants Total Assets
2022 1 N/A $25M
2023 1 N/A N/A

Nearby Other Plans in South Dakota

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Retirement Plan for Union and Non-Union Employees of Schlegel Systems, Inc.?
As of the 2023 Form 5500 filing, Retirement Plan for Union and Non-Union Employees of Schlegel Systems, Inc. holds N/A in total assets with N/A participants. It is sponsored by Schlegel Systems, Inc..
What type of plan is Retirement Plan for Union and Non-Union Employees of Schlegel Systems, Inc.?
Retirement Plan for Union and Non-Union Employees of Schlegel Systems, Inc. is a Other plan. It has been effective since 1998-05-01. The plan is filed with the U.S. Department of Labor under EIN 161539687.
Who sponsors the Retirement Plan for Union and Non-Union Employees of Schlegel Systems, Inc.?
Retirement Plan for Union and Non-Union Employees of Schlegel Systems, Inc. is sponsored by Schlegel Systems, Inc., located in South Dakota. The sponsor's EIN is 161539687 and the plan operates in the Manufacturing industry.
How did Retirement Plan for Union and Non-Union Employees of Schlegel Systems, Inc. perform in 2023?
Retirement Plan for Union and Non-Union Employees of Schlegel Systems, Inc. held N/A in total assets at the end of 2023. Net income was $-24,907,585.
Where can I find official filings for Retirement Plan for Union and Non-Union Employees of Schlegel Systems, Inc.?
Official Form 5500 filings for Retirement Plan for Union and Non-Union Employees of Schlegel Systems, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 161539687 or plan name at efast.dol.gov.
How does Retirement Plan for Union and Non-Union Employees of Schlegel Systems, Inc. compare to other plans?
You can compare Retirement Plan for Union and Non-Union Employees of Schlegel Systems, Inc. against other Other plans on the plan type page, or view plans in South Dakota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 161539687.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.