401(k) · DOL Form 5500 · 2024

I. Schumann & Co. LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
16
Participants Small participant base
40th
Percentile by assets National rank
$273,062
Avg per participant High balance/head
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Official DOL plan name: I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust · Sponsored by I. Schumann & Co. LLC · Ohio · Manufacturing

$4M in assets, 16 participants

I. Schumann & Co. LLC's I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,042 in Manufacturing (17,777 peers)

What the 2024 filing shows

I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust holds $4M for 16 participants - about $273,062 per participant, in the lower half of filed plans by assets.

#4,042
in Manufacturing (17,777 peers)
+4.2%
assets growth YoY

I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Manufacturing and all filers

I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,368,987 40th percentile higher than 40% of 123,620 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 2024

I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$563K in the plan year 2023 filing to $178K in the plan year 2024 filing.
  • I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 39 in the plan year 2023 filing to 16 in the plan year 2024 filing.
  • I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 273388945 · I. Schumann & Co. LLC PY 2024 · 401(k)

I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust · $4M · 16 · 40th

  • EBSA $4M
  • PART 16
  • TYPE 40th
  • NET 401(k)
  • BOOK near Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust
  • VS-ST ind #4042

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 Manufacturing retirement plans → · Plans in Ohio →

I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

I. Schumann & Co. LLC 401(k) Profit Sharing Plan & TrustI. Schumann & Co. LLC 401(k)…$4MJim Baier, Inc. 401(k) Profit Sharing Plan and TrustJim Baier, Inc. 401(k) Profi…$4MBull Moose Tube Company Savings and Investment PlanBull Moose Tube Company Savi…$4MPhysician Anesthesia of Pueblo, P.C. Profit Sharing PlanPhysician Anesthesia of Pueb…$4MNoetic Strategies, Inc. 401(k) Profit Sharing PlanNoetic Strategies, Inc. 401(…$4M
End-of-year total assets ($M) among I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$178K
Employer EIN273388945
Plan Effective Date1977-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I. Schumann & Co. LLC)

Sponsor-wide plan assets over time

All I. Schumann & Co. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 4.2456922469034% vs 2023
2024 filing year
$4.1M$4.2M$4.3M$4.4M 20232024 $4.19M $4.37M ▲ +4.3%
Year Plans Participants Total Assets
2023 1 39 $4M
2024 1 16 $4M

Nearby 401(k) Plans in Ohio

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

I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004368987 · Participants: 16I. Schumann & Co. LLC 401(k) Profit Sharing Plan & TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust in IA ($4M); by covered participants it is Texas Midwest Emergency Physicians PA 401(k) Profit Sharing Plan & Trust in TX (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust edged up modestly - up 4.2% during 2024, from $4M to $4M. Reported net income was $178K.
How have I. Schumann & Co. LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), I. Schumann & Co. LLC's sponsor-wide assets grew 4.2%, from $4M to $4M.
Which 401(k) plans are similar in size to I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Jim Baier, Inc. 401(k) Profit Sharing Plan and Trust in IA ($4M, 38 participants).
Which 401(k) plans cover a similar participant headcount to I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Midwest Emergency Physicians PA 401(k) Profit Sharing Plan & Trust in TX (16 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 273388945.

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.