Profit Sharing · DOL Form 5500 · 2023

Schroeder-Mitchell Enterprises Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
30th
Percentile by assets National rank
$646,123
Avg per participant High balance/head
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Official DOL plan name: Schroeder-Mitchell Enterprises Retirement Plan · Sponsored by Schroeder-Mitchell Enterprises · California · Arts, Entertainment & Recreation

$2M in assets, 3 participants

Schroeder-Mitchell Enterprises's Schroeder-Mitchell Enterprises Retirement Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,594 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Schroeder-Mitchell Enterprises Retirement Plan ranks #1,594 of 2,945 2023 filers by assets (1433% of the sector average)-$2M for 3 participants.

#1,594
in Arts, Entertainment & Recreation (2,945 peers)
+132.9%
assets growth YoY

Schroeder-Mitchell Enterprises Retirement Plan among the smaller filed plans by assets

Schroeder-Mitchell Enterprises Retirement Plan vs every filed plan by assets

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

$1,938,368 30th percentile higher than 30% 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

Schroeder-Mitchell Enterprises Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schroeder-Mitchell Enterprises Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schroeder-Mitchell Enterprises Retirement Plan reported net income rose from -$88K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Schroeder-Mitchell Enterprises Retirement Plan end-of-year assets rose from $832K in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 833409939 · Schroeder-Mitchell Enterprises PY 2023 · Profit Sharing

Schroeder-Mitchell Enterprises Retirement Plan · $2M · 3 · 30th

  • ASSETS $2M
  • PCT 3
  • EIN 30th
  • RANK Profit Sharing
  • PHOTO near Scanning Devices Profit Sharing Plan
  • IND ind #1594

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Schroeder-Mitchell Enterprises Retirement Plan in the asset neighbourhood

Schroeder-Mitchell Enterprises Retirement PlanSchroeder-Mitchell Enterpris…$2MScanning Devices Profit Sharing PlanScanning Devices Profit Shar…$2MRichard L. Walters, Dmd, LLC Profit Sharing PlanRichard L. Walters, Dmd, LLC…$2MC.T. Radiology Complex Retirement PlanC.T. Radiology Complex Retir…$2MTheodore a. Hargrove, III Profit-Sharing PlanTheodore a. Hargrove, III Pr…$2M
End-of-year total assets ($M) among Schroeder-Mitchell Enterprises Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$832K
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN833409939
Plan Effective Date2019-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schroeder-Mitchell Enterprises)

Sponsor-wide plan assets over time

All Schroeder-Mitchell Enterprises plans reported in each filing year

Latest sponsor-wide plan assets
$3M 213.4074500385082% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $0.83M $2.61M ▲ +214.5%
Year Plans Participants Total Assets
2022 1 3 $832K
2023 1 3 $2M
2024 1 11 $3M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Schroeder-Mitchell Enterprises Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Schroeder-Mitchell Enterprises Retirement Plan, Total assets ($B): 0.001938368 · Participants: 3Schroeder-Mitchell Enterprises Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Schroeder-Mitchell Enterprises Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Schroeder-Mitchell Enterprises Retirement Plan side-by-side with 3 peers →

Schroeder-Mitchell Enterprises Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Scanning Devices Profit Sharing Plan in MA ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Schroeder-Mitchell Enterprises Retirement Plan assets move in 2023? ▼
Schroeder-Mitchell Enterprises Retirement Plan surged - up 132.9% during 2023, from $832K to $2M. Reported net income was $1M.
How have Schroeder-Mitchell Enterprises plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schroeder-Mitchell Enterprises's sponsor-wide assets grew 213.4%, from $832K to $3M.
Which Profit Sharing plans are similar in size to Schroeder-Mitchell Enterprises Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Scanning Devices Profit Sharing Plan in MA ($2M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Schroeder-Mitchell Enterprises Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 833409939.

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.