401(k) · DOL Form 5500 · 2023
Hoffman, Stewart & Schmidt, PC 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 64
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $281,876
- Avg per participant High balance/head
Official DOL plan name: Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan · Sponsored by Hoffman, Stewart & Schmidt, PC · Oregon · Professional & Technical Services
$18M in assets, 64 participants
Hoffman, Stewart & Schmidt, PC's Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan reported $18M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #14,273 in Professional & Technical Services (20,321 peers)
Hoffman, Stewart & Schmidt, PC multi-year trail
Hoffman, Stewart & Schmidt, PC's plans moved +49.3% in assets from 2022 to 2024; this filing shows Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan at $18M / 64 participants.
- #14,273
- in Professional & Technical Services (20,321 peers)
- +24.2%
- assets growth YoY
Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan's outsized position by total assets
Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,040,082 Top 29% higher than 71% 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
Hoffman, Stewart & Schmidt, P.C. 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. Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan is a small filing (64 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan reported participants rose from 59 in the plan year 2022 filing to 64 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 930743240 · Hoffman, Stewart & Schmidt, PC PY 2023 · 401(k)
Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan · $18M · 64 · 71st
- NET $18M
- NET 64
- NET 71st
- NET 401(k)
- NET near Freedom Credit Union 401(k) Plan and Trust
- NET ind #14273
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 Professional & Technical Services retirement plans → · Plans in Oregon →
Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Hoffman, Stewart & Schmidt, PC multi-year asset trail
Sponsor-wide plan assets over time
All Hoffman, Stewart & Schmidt, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 49.291935551065116% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 59 | $15M |
| 2023 | 1 | 64 | $18M |
| 2024 | 1 | 71 | $22M |
Hoffman, Stewart & Schmidt, PC filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $4M |
| Employer EIN | 930743240 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Freedom Credit Union 401(k) Plan and Trust in PA ($18M); by covered participants it is Ekso Bionics 401(k) Plan in CA (64 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Freedom Credit Union 401(k) Plan and Trust (PA) $18M · 86
- Hlt 401(k) Plan (TX) $18M · 724
- Premier Automation Holdings Inc. 401(k) Profit Sharing Plan & Trust (PA) $18M · 139
- Cal-Tex Lumber Co., Inc. 401(k) Plan (TX) $18M · 174
Similar participant headcount
Nearest other-state filings by covered participants (64 participants); asset peers above are excluded.
- Ekso Bionics 401(k) Plan (CA) 64 · 0 off
- Reliable Appliance Installation Inc. 401(k) Plan (OH) 64 · 0 off
- Peppers Automotive Group 401(k) Plan (TN) 64 · 0 off
- Eq Lab Savings & Retirement Plan (PR) 64 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.