401(k) · DOL Form 5500 · 2023

Schumacher Auto Group, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
694
Participants Below avg headcount
77th
Percentile by assets National rank
$38,025
Avg per participant Low balance/head
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Official DOL plan name: The Schumacher Automotive Group 401(k) Plan · Sponsored by Schumacher Auto Group, Inc. · Florida · Retail Trade

$26M in assets, 694 participants

Schumacher Auto Group, Inc.'s The Schumacher Automotive Group 401(k) Plan reported $26M in total assets and 694 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #7,252 in Retail Trade (8,414 peers)

Where The Schumacher Automotive Group 401(k) Plan sits by assets

The Schumacher Automotive Group 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 694 participants (~$38,025/participant), up 20.0% in 2023.

#7,252
in Retail Trade (8,414 peers)
+20.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Schumacher Automotive Group 401(k) Plan's outsized position by total assets

The Schumacher Automotive Group 401(k) Plan vs every filed plan by assets

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

$26,389,471 Top 23% higher than 77% 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

The Schumacher Automotive Group 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Schumacher Automotive Group 401(k) Plan sits mid-pack in the medium band (694 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Schumacher Automotive Group 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Schumacher Automotive Group 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • The Schumacher Automotive Group 401(k) Plan reported participants fell from 735 in the plan year 2022 filing to 694 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 590593470 · Schumacher Auto Group, Inc. PY 2023 · 401(k)

The Schumacher Automotive Group 401(k) Plan · $26M · 694 · 77th

  • IND $26M
  • EOY 694
  • 5500 77th
  • ASSETS 401(k)
  • PCT near Mccaffrey's Markets 401(k) Profit Sharing Plan
  • EIN ind #7252

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 Retail Trade retirement plans → · Plans in Florida →

The Schumacher Automotive Group 401(k) Plan in the asset neighbourhood

The Schumacher Automotive Group 401(k) PlanThe Schumacher Automotive Gr…$26MMccaffrey's Markets 401(k) Profit Sharing PlanMccaffrey's Markets 401(k) P…$26MSchool Health Corp. 401(k) PlanSchool Health Corp. 401(k) P…$26MCommunity Bridges, Inc. 401(k) PlanCommunity Bridges, Inc. 401(…$26MT.M. Cobb and Haley Brothers 401(k) PlanT.M. Cobb and Haley Brothers…$26M
End-of-year total assets ($M) among The Schumacher Automotive Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN590593470
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schumacher Auto Group, Inc.)

Sponsor-wide plan assets over time

All Schumacher Auto Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 33.09620140553006% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $22M $29.3M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 735 $22M
2023 1 694 $26M
2024 1 713 $29M

Nearby 401(k) Plans in Florida

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

The Schumacher Automotive Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The Schumacher Automotive Group 401(k) Plan, Total assets ($B): 0.026389471 · Participants: 694The Schumacher Automotive Group 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
The Schumacher Automotive Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Schumacher Automotive Group 401(k) Plan side-by-side with 3 peers →

The Schumacher Automotive Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Mccaffrey's Markets 401(k) Profit Sharing Plan in PA ($26M); by covered participants it is Franklin Corporation 401(k) Plan in MS (694 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (694 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 The Schumacher Automotive Group 401(k) Plan assets move in 2023? ▼
The Schumacher Automotive Group 401(k) Plan grew sharply - up 20.0% during 2023, from $22M to $26M. Reported net income was $4M.
How have Schumacher Auto Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schumacher Auto Group, Inc.'s sponsor-wide assets grew 33.1%, from $22M to $29M.
Where does The Schumacher Automotive Group 401(k) Plan rank by assets among Form 5500 filers? ▼
The Schumacher Automotive Group 401(k) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Schumacher Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mccaffrey's Markets 401(k) Profit Sharing Plan in PA ($26M, 572 participants).
Which 401(k) plans cover a similar participant headcount to The Schumacher Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Franklin Corporation 401(k) Plan in MS (694 participants, $12M 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 590593470.

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.