401(k) · DOL Form 5500 · 2023

O.C. Schulz & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
19
Participants Small participant base
44th
Percentile by assets National rank
$257,042
Avg per participant Above avg balance/head
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Official DOL plan name: O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan · Sponsored by O.C. Schulz & Sons, Inc. · North Dakota · Agriculture, Forestry & Fishing

$5M in assets, 19 participants

O.C. Schulz & Sons, Inc.'s O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan reported $5M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #580 in Agriculture, Forestry & Fishing (1,288 peers)

O.C. Schulz & Sons, Inc. multi-year trail

O.C. Schulz & Sons, Inc.'s plans moved +31.7% in assets from 2022 to 2024; this filing shows O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan at $5M / 19 participants.

#580
in Agriculture, Forestry & Fishing (1,288 peers)
+24.8%
assets growth YoY

O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,883,804 44th percentile higher than 44% 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

O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan reported net income rose from -$468K in the plan year 2022 filing to $970K in the plan year 2023 filing.
  • O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan reported participants fell from 20 in the plan year 2022 filing to 19 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 450261547 · O.C. Schulz & Sons, Inc. PY 2023 · 401(k)

O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan · $5M · 19 · 44th

  • 5500 $5M
  • 5500 19
  • 5500 44th
  • 5500 401(k)
  • 5500 near Frawner Corporation 401(k) Plan
  • 5500 ind #580

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 Agriculture, Forestry & Fishing retirement plans → · Plans in North Dakota →

O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan in the asset neighbourhood

O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing PlanO.C. Schulz & Sons, Inc. Saf…$5MFrawner Corporation 401(k) PlanFrawner Corporation 401(k) P…$5MStonehenge 401(k) Plan$5MAspen Manufacturing LLC 401(k) PAspen Manufacturing LLC 401(…$5MResearch Associates of Syracuse, Inc. Employee Savings Plan and TrustResearch Associates of Syrac…$5M
End-of-year total assets ($M) among O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

O.C. Schulz & Sons, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All O.C. Schulz & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 31.69417659056147% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.91M $5.15M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 20 $4M
2023 1 19 $5M
2024 1 18 $5M

O.C. Schulz & Sons, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$970K
Employer EIN450261547
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Dakota

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

O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan, Total assets ($B): 0.004883804 · Participants: 19O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing PlanSanford Retirement Savings Plan, Total assets ($B): 3.110361496 · Participants: 30495Sanford Retirement Savings PlanMdu Resources Group, Inc. 401(k) Retirement Plan, Total assets ($B): 0.829880488 · Participants: 8551Mdu Resources Group, Inc. 401(k) Retirement PlanKnife River Corporation 401(k) Retirement Plan, Total assets ($B): 0.7412361 · Participants: 5269Knife River Corporation 401(k) Retirement PlanDakotas Areawide IBEW-NECA Savings and Retirement Plan, Total assets ($B): 0.521170291 · Participants: 3853Dakotas Areawide IBEW-NECA Savings and Retirement PlanEide Bailly LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.512524705 · Participants: 2920Eide Bailly LLP 401(k) Profit Sharing Plan
O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants
Compare O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan side-by-side with 3 peers →

O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Dakota, the nearest 401(k) by assets is Frawner Corporation 401(k) Plan in AK ($5M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan assets move in 2023? ▼
O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan grew sharply - up 24.8% during 2023, from $4M to $5M. Reported net income was $970K.
How have O.C. Schulz & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), O.C. Schulz & Sons, Inc.'s sponsor-wide assets grew 31.7%, from $4M to $5M.
Which 401(k) plans are similar in size to O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frawner Corporation 401(k) Plan in AK ($5M, 21 participants).
Which 401(k) plans cover a similar participant headcount to O.C. Schulz & Sons, Inc. Safe Harbor 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 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 450261547.

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.