401(k) · DOL Form 5500 · 2023

Schraad & Associates-Sales/Marketing.Inc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
157
Participants Small participant base
57th
Percentile by assets National rank
$58,457
Avg per participant Low balance/head
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Official DOL plan name: Schraad & Associates Sales/Marketing, Inc . 401(k) Plan · Sponsored by Schraad & Associates-Sales/Marketing.Inc · Oklahoma · Wholesale Trade

$9M in assets, 157 participants

Schraad & Associates-Sales/Marketing.Inc's Schraad & Associates Sales/Marketing, Inc . 401(k) Plan reported $9M in total assets and 157 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.

  • #3,034 in Wholesale Trade (6,309 peers)

Coverage in Oklahoma

Schraad & Associates Sales/Marketing, Inc . 401(k) Plan covers 157 participants in Oklahoma, about 21% of the average Oklahoma filer (state average ~760 per filing). Assets: $9M.

#3,034
in Wholesale Trade (6,309 peers)
+31.9%
assets growth YoY

Schraad & Associates Sales/Marketing, Inc . 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Schraad & Associates Sales/Marketing, Inc . 401(k) Plan vs every filed plan by assets

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

$9,177,823 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

Schraad & Associates Sales/Marketing, Inc . 401(k) 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. Schraad & Associates Sales/Marketing, Inc . 401(k) Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schraad & Associates Sales/Marketing, Inc . 401(k) Plan reported net income rose from -$395K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Schraad & Associates Sales/Marketing, Inc . 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Schraad & Associates Sales/Marketing, Inc . 401(k) Plan reported participants rose from 140 in the plan year 2022 filing to 157 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 471568101 · Schraad & Associates-Sales/Marketing.Inc PY 2023 · 401(k)

Schraad & Associates Sales/Marketing, Inc . 401(k) Plan · $9M · 157 · 57th

  • ASSETS $9M
  • ASSETS 157
  • ASSETS 57th
  • ASSETS 401(k)
  • ASSETS near Retriever Medical Dental Payments 401(k) Profit Sharing
  • ASSETS ind #3034

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 Oklahoma →

Schraad & Associates Sales/Marketing, Inc . 401(k) Plan in the asset neighbourhood

Schraad & Associates Sales/Marketing, Inc . 401(k) PlanSchraad & Associates Sales/M…$9MRetriever Medical Dental Payments 401(k) Profit SharingRetriever Medical Dental Pay…$9MAmptech, Inc. 401(k) Plan$9MFoursight Capital, LLC 401(k) PlanFoursight Capital, LLC 401(k…$9MFaber Construction, Inc 401(k) PlanFaber Construction, Inc 401(…$9M
End-of-year total assets ($M) among Schraad & Associates Sales/Marketing, Inc . 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN471568101
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schraad & Associates-Sales/Marketing.Inc)

Sponsor-wide plan assets over time

All Schraad & Associates-Sales/Marketing.Inc plans reported in each filing year

Latest sponsor-wide plan assets
$12M 69.76117500054956% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $6.96M $11.8M ▲ +69.8%
Year Plans Participants Total Assets
2022 1 140 $7M
2023 1 157 $9M
2024 1 165 $12M

Nearby 401(k) Plans in Oklahoma

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

Schraad & Associates Sales/Marketing, Inc . 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Schraad & Associates Sales/Marketing, Inc . 401(k) Plan, Total assets ($B): 0.009177823 · Participants: 157Schraad & Associates Sales/Marketing, Inc . 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Schraad & Associates Sales/Marketing, Inc . 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Schraad & Associates Sales/Marketing, Inc . 401(k) Plan side-by-side with 3 peers →

Schraad & Associates Sales/Marketing, Inc . 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Retriever Medical Dental Payments 401(k) Profit Sharing in NY ($9M); by covered participants it is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Schraad & Associates Sales/Marketing, Inc . 401(k) Plan assets move in 2023? ▼
Schraad & Associates Sales/Marketing, Inc . 401(k) Plan surged - up 31.9% during 2023, from $7M to $9M. Reported net income was $2M.
How have Schraad & Associates-Sales/Marketing.Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schraad & Associates-Sales/Marketing.Inc's sponsor-wide assets grew 69.8%, from $7M to $12M.
Which 401(k) plans are similar in size to Schraad & Associates Sales/Marketing, Inc . 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retriever Medical Dental Payments 401(k) Profit Sharing in NY ($9M, 282 participants).
Which 401(k) plans cover a similar participant headcount to Schraad & Associates Sales/Marketing, Inc . 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants, $3M 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 471568101.

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.