401(k) · DOL Form 5500 · 2024

Schroer & Associates 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
26th
Percentile by assets National rank
$181,105
Avg per participant Above avg balance/head
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Official DOL plan name: Schroer & Associates PC Safe Harbor 401(k) Psp · Sponsored by Schroer & Associates · Iowa · Professional & Technical Services

$1M in assets, 8 participants

Schroer & Associates's Schroer & Associates PC Safe Harbor 401(k) Psp reported $1M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,365 in Professional & Technical Services (20,173 peers)

Schroer & Associates multi-year trail

Schroer & Associates's plans moved +19.8% in assets from 2022 to 2024; this filing shows Schroer & Associates PC Safe Harbor 401(k) Psp at $1M / 8 participants.

#4,365
in Professional & Technical Services (20,173 peers)
+15.4%
assets growth YoY

Schroer & Associates PC Safe Harbor 401(k) Psp among the smaller filed plans by assets

Schroer & Associates PC Safe Harbor 401(k) Psp vs every filed plan by assets

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

$1,448,836 26th percentile higher than 26% 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

Schroer & Associates PC Safe Harbor 401(k) Psp among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schroer & Associates PC Safe Harbor 401(k) Psp is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schroer & Associates PC Safe Harbor 401(k) Psp reported net income rose from $46K in the plan year 2023 filing to $193K in the plan year 2024 filing.
  • Schroer & Associates PC Safe Harbor 401(k) Psp end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Schroer & Associates PC Safe Harbor 401(k) Psp reported participants rose from 7 in the plan year 2023 filing to 8 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 421459710 · Schroer & Associates PY 2024 · 401(k)

Schroer & Associates PC Safe Harbor 401(k) Psp · $1M · 8 · 26th

  • NET $1M
  • NET 8
  • NET 26th
  • NET 401(k)
  • NET near Rose-Mary 401(k) Plan
  • NET ind #4365

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 Iowa →

Schroer & Associates PC Safe Harbor 401(k) Psp in the asset neighbourhood

Schroer & Associates PC Safe Harbor 401(k) PspSchroer & Associates PC Safe…$1MRose-Mary 401(k) Plan$1MWerner Bus Lines Inc 401(k) Profit Sharing Plan & TrustWerner Bus Lines Inc 401(k) …$1MKimberly Timmons Interiors, LLC 401(k) PlanKimberly Timmons Interiors, …$1MPouschine Cook Capital Management, LLC 401(k) PlanPouschine Cook Capital Manag…$1M
End-of-year total assets ($M) among Schroer & Associates PC Safe Harbor 401(k) Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Schroer & Associates multi-year asset trail

Sponsor-wide plan assets over time

All Schroer & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$1M 19.78504047026531% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.21M $1.45M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 7 $1M
2023 1 7 $1M
2024 1 8 $1M

Schroer & Associates filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$193K
Employer EIN421459710
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Schroer & Associates PC Safe Harbor 401(k) Psp vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Schroer & Associates PC Safe Harbor 401(k) Psp, Total assets ($B): 0.001448836 · Participants: 8Schroer & Associates PC Safe Harbor 401(k) PspThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Schroer & Associates PC Safe Harbor 401(k) Psp vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Schroer & Associates PC Safe Harbor 401(k) Psp side-by-side with 3 peers →

Schroer & Associates PC Safe Harbor 401(k) Psp's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Rose-Mary 401(k) Plan in OH ($1M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Schroer & Associates PC Safe Harbor 401(k) Psp assets move in 2024? ▼
Schroer & Associates PC Safe Harbor 401(k) Psp grew sharply - up 15.4% during 2024, from $1M to $1M. Reported net income was $193K.
How have Schroer & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schroer & Associates's sponsor-wide assets grew 19.8%, from $1M to $1M.
Which 401(k) plans are similar in size to Schroer & Associates PC Safe Harbor 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by assets is Rose-Mary 401(k) Plan in OH ($1M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Schroer & Associates PC Safe Harbor 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K 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 421459710.

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.