401(k) · DOL Form 5500 · 2023

Schierl Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 393
Participants Below avg headcount: 66th
Percentile by assets National rank: $36,077
Avg per participant Low balance/head

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Official DOL plan name: Schierl Companies 401(k) Plan · Sponsored by Schierl Inc. · Wisconsin · Retail Trade

$14M in assets, 393 participants

Schierl Inc.'s Schierl Companies 401(k) Plan reported $14M in total assets and 393 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

#6,457 in Retail Trade (8,414 peers)

Schierl Inc. multi-year trail

Schierl Inc.'s plans moved +17.2% in assets from 2022 to 2024; this filing shows Schierl Companies 401(k) Plan at $14M / 393 participants.

#6,457
in Retail Trade (8,414 peers): +12.5%
assets growth YoY

Schierl Companies 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Schierl Companies 401(k) Plan vs every filed plan by assets

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

$14,178,099 Top 34% higher than 66% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Schierl Companies 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. Schierl Companies 401(k) Plan sits mid-pack in the medium band (393 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Schierl Companies 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Schierl Companies 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Schierl Companies 401(k) Plan reported participants fell from 404 in the plan year 2022 filing to 393 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 390203330 · Schierl Inc. PY 2023 · 401(k)

Schierl Companies 401(k) Plan · $14M · 393 · 66th

5500 $14M
5500 393
5500 66th
5500 401(k)
5500 near At World Properties, LLC Retirement Savings Plan
5500 ind #6457

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 Retail Trade retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Schierl Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Schierl Inc. multi-year asset trail

Latest sponsor-wide plan assets: $15M 17.243193108839865% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	404	$13M
2023	1	393	$14M
2024	1	464	$15M

Schierl Inc. filing trail (2023)

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$14M
Net Income	$2M
Employer EIN	390203330
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Schierl Companies 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Schierl Companies 401(k) Plan side-by-side with 3 peers →

Schierl Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is At World Properties, LLC Retirement Savings Plan in IL ($14M); by covered participants it is Anchor Industries, Inc. 401(k) Plan in IN (393 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

At World Properties, LLC Retirement Savings Plan (IL) $14M · 518
Gbc International Bank 401(k) Retirement Savings Plan (CA) $14M · 81
Milhaus, LLC Employees Savings Trust (IN) $14M · 279
Softheon 401(k) Plan (NY) $14M · 206

Similar participant headcount

Nearest other-state filings by covered participants (393 participants); asset peers above are excluded.

Anchor Industries, Inc. 401(k) Plan (IN) 393 · 0 off
Datastax, Inc. 401(k) Plan (CA) 393 · 0 off
Big R 401(k) Plan (CO) 393 · 0 off
H.R. Options, Inc. 401(k) Plan (CA) 393 · 0 off

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 Schierl Companies 401(k) Plan assets move in 2023? ▼

Schierl Companies 401(k) Plan grew at a solid clip - up 12.5% during 2023, from $13M to $14M. Reported net income was $2M.

How have Schierl Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Schierl Inc.'s sponsor-wide assets grew 17.2%, from $13M to $15M.

Which 401(k) plans are similar in size to Schierl Companies 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is At World Properties, LLC Retirement Savings Plan in IL ($14M, 518 participants).

Which 401(k) plans cover a similar participant headcount to Schierl Companies 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Anchor Industries, Inc. 401(k) Plan in IN (393 participants, $18M 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 390203330.