401(k) · DOL Form 5500 · 2023

Schlossmann Automotive Group, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
351
Participants Below avg headcount
78th
Percentile by assets National rank
$81,140
Avg per participant Below avg balance/head
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Official DOL plan name: Schlossmann Automotive Group, Inc. 401(k) Plan · Sponsored by Schlossmann Automotive Group, Inc. · Wisconsin · Management of Enterprises

$28M in assets, 351 participants

Schlossmann Automotive Group, Inc.'s Schlossmann Automotive Group, Inc. 401(k) Plan reported $28M in total assets and 351 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #666 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Schlossmann Automotive Group, Inc. 401(k) Plan ranks #666 of 1,137 2023 filers by assets (1248% of the sector average)-$28M for 351 participants.

#666
in Management of Enterprises (1,137 peers)
+18.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Schlossmann Automotive Group, Inc. 401(k) Plan's outsized position by total assets

Schlossmann Automotive Group, Inc. 401(k) Plan vs every filed plan by assets

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

$28,480,303 Top 22% higher than 78% 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

Schlossmann Automotive Group, 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. Schlossmann Automotive Group, Inc. 401(k) Plan sits mid-pack in the medium band (351 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schlossmann Automotive Group, Inc. 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Schlossmann Automotive Group, Inc. 401(k) Plan reported participants rose from 266 in the plan year 2022 filing to 351 in the plan year 2023 filing.
  • Schlossmann Automotive Group, Inc. 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391501205 · Schlossmann Automotive Group, Inc. PY 2023 · 401(k)

Schlossmann Automotive Group, Inc. 401(k) Plan · $28M · 351 · 78th

  • SCH $28M
  • SCH 351
  • SCH 78th
  • SCH 401(k)
  • SCH near Herbert J Sims 401(k) Plan
  • SCH ind #666

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 Management of Enterprises retirement plans → · Plans in Wisconsin →

Schlossmann Automotive Group, Inc. 401(k) Plan in the asset neighbourhood

Schlossmann Automotive Group, Inc. 401(k) PlanSchlossmann Automotive Group…$28MHerbert J Sims 401(k) Plan$28MUbg 401(k) - Agstate Sh Match$28MFate Therapeutics, Inc. 401(k) Pension PlanFate Therapeutics, Inc. 401(…$28MKeches Law Group, P. C. 401(k) Profit Sharing PlanKeches Law Group, P. C. 401(…$28M
End-of-year total assets ($M) among Schlossmann Automotive Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$5M
Employer EIN391501205
Plan Effective Date1974-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schlossmann Automotive Group, Inc.)

Sponsor-wide plan assets over time

All Schlossmann Automotive Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 25.357575042157393% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $24M $30.1M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 266 $24M
2023 1 351 $28M
2024 1 250 $30M

Nearby 401(k) Plans in Wisconsin

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

Schlossmann Automotive Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Schlossmann Automotive Group, Inc. 401(k) Plan, Total assets ($B): 0.028480303 · Participants: 351Schlossmann Automotive Group, Inc. 401(k) 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
Schlossmann Automotive Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Schlossmann Automotive Group, Inc. 401(k) Plan side-by-side with 3 peers →

Schlossmann Automotive Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Herbert J Sims 401(k) Plan in CT ($28M); by covered participants it is Procaps Laboratories, Inc. 401(k) Plan in NV (351 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (351 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 Schlossmann Automotive Group, Inc. 401(k) Plan assets move in 2023? ▼
Schlossmann Automotive Group, Inc. 401(k) Plan grew sharply - up 18.7% during 2023, from $24M to $28M. Reported net income was $5M.
How have Schlossmann Automotive Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schlossmann Automotive Group, Inc.'s sponsor-wide assets grew 25.4%, from $24M to $30M.
Where does Schlossmann Automotive Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Schlossmann Automotive Group, Inc. 401(k) Plan ranks in the 78th 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 Schlossmann Automotive Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Herbert J Sims 401(k) Plan in CT ($28M, 120 participants).
Which 401(k) plans cover a similar participant headcount to Schlossmann Automotive Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Procaps Laboratories, Inc. 401(k) Plan in NV (351 participants, $26M 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 391501205.

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.