401(k)
2023 plan-year 401(k) DOL Form 5500

Schuber Mitchell Homes Retirement Savings Plan

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

Sponsored by Schuber Mitchell Homes Pbc, Inc. · Missouri · Construction

What the 2023 filing shows

Schuber Mitchell Homes Retirement Savings Plan holds $47M for 215 participants — about $218,732 per participant, up 167.5% over the 2023 plan year.

$47M
total plan assets (2023 EOY)
215
covered participants
$218,732
avg assets per participant
+167.5%
assets growth YoY
Total Assets (2023)
$47M
Participants
215
State
Industry
Construction

What the Filing Says About Schuber Mitchell Homes Retirement Savings Plan

Schuber Mitchell Homes Retirement Savings Plan is a 401(k) retirement plan sponsored by Schuber Mitchell Homes Pbc, Inc., headquartered in Missouri. As of the 2023 Form 5500 filing, the plan reports $47M in total end-of-year assets and covers 215 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 844858112, and the plan has been effective since 2019-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2023 to $47M at year-end — a gain of 167.5%. Net assets (after liabilities) closed the year at $44M, with reported net income of $30M 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 2 prior plan-year filings 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)$18M
Total Assets (End of Year)$47M
Net Assets (End of Year)$44M
Net Income$30M
Plan Type401(k)
Employer EIN844858112
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schuber Mitchell Homes Pbc, Inc.)

Year Plans Participants Total Assets
2022 1 152 $18M
2023 1 215 $47M
2024 1 179 $106M

Nearby 401(k) Plans in Missouri

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Frequently Asked Questions

How much money is in the Schuber Mitchell Homes Retirement Savings Plan?
As of the 2023 Form 5500 filing, Schuber Mitchell Homes Retirement Savings Plan holds $47M in total assets with 215 participants. It is sponsored by Schuber Mitchell Homes Pbc, Inc..
What type of plan is Schuber Mitchell Homes Retirement Savings Plan?
Schuber Mitchell Homes Retirement Savings Plan is a 401(k) plan. It has been effective since 2019-01-01. The plan is filed with the U.S. Department of Labor under EIN 844858112.
Who sponsors the Schuber Mitchell Homes Retirement Savings Plan?
Schuber Mitchell Homes Retirement Savings Plan is sponsored by Schuber Mitchell Homes Pbc, Inc., located in Missouri. The sponsor's EIN is 844858112 and the plan operates in the Construction industry.
How did Schuber Mitchell Homes Retirement Savings Plan perform in 2023?
Schuber Mitchell Homes Retirement Savings Plan grew by 167.5% during 2023, moving from $18M to $47M in total assets. Net income was $30M.
Where can I find official filings for Schuber Mitchell Homes Retirement Savings Plan?
Official Form 5500 filings for Schuber Mitchell Homes Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 844858112 or plan name at efast.dol.gov.
How does Schuber Mitchell Homes Retirement Savings Plan compare to other plans?
You can compare Schuber Mitchell Homes Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in Missouri 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 844858112.

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.