Profit Sharing · DOL Form 5500 · 2024

Schroeder-Mitchell Enterprises Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
11
Participants Small participant base
32nd
Percentile by assets National rank
$237,133
Avg per participant Above avg balance/head
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Official DOL plan name: Schroeder-Mitchell Enterprises Retirement Plan · Sponsored by Schroeder-Mitchell Enterprises · California · Arts, Entertainment & Recreation

$3M in assets, 11 participants

Schroeder-Mitchell Enterprises's Schroeder-Mitchell Enterprises Retirement Plan reported $3M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,627 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Schroeder-Mitchell Enterprises Retirement Plan ranks #1,627 of 2,921 2024 filers by assets (1065% of the sector average)-$3M for 11 participants.

#1,627
in Arts, Entertainment & Recreation (2,921 peers)
+34.6%
assets growth YoY

Schroeder-Mitchell Enterprises Retirement Plan among the smaller filed plans by assets

Schroeder-Mitchell Enterprises Retirement Plan vs every filed plan by assets

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

$2,608,462 32nd percentile higher than 32% 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

Schroeder-Mitchell Enterprises Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schroeder-Mitchell Enterprises Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schroeder-Mitchell Enterprises Retirement Plan reported participants rose from 3 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • Schroeder-Mitchell Enterprises Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $670K in the plan year 2024 filing.
  • Schroeder-Mitchell Enterprises Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 833409939 · Schroeder-Mitchell Enterprises PY 2024 · Profit Sharing

Schroeder-Mitchell Enterprises Retirement Plan · $3M · 11 · 32nd

  • 5500 $3M
  • ASSETS 11
  • PCT 32nd
  • EIN Profit Sharing
  • RANK near Freda & Suriano Orthodontics, P.a. - Profit Sharing Plan
  • PHOTO ind #1627

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Schroeder-Mitchell Enterprises Retirement Plan in the asset neighbourhood

Schroeder-Mitchell Enterprises Retirement PlanSchroeder-Mitchell Enterpris…$3MCareers Retirement Plan$3MEmpire State Highway Contractors Association, Inc. Retirement Plan for the Employees of Tri-City Highway Products, Inc.Empire State Highway Contrac…$3MFreda & Suriano Orthodontics, P.a. - Profit Sharing PlanFreda & Suriano Orthodontics…$3MBinghamton Hardware & Hvac Supply Corp Profit Sharing PlanBinghamton Hardware & Hvac S…$3M
End-of-year total assets ($M) among Schroeder-Mitchell Enterprises Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$670K
Employer EIN833409939
Plan Effective Date2019-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schroeder-Mitchell Enterprises)

Sponsor-wide plan assets over time

All Schroeder-Mitchell Enterprises plans reported in each filing year

Latest sponsor-wide plan assets
$3M 213.4074500385082% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $0.83M $2.61M ▲ +214.5%
Year Plans Participants Total Assets
2022 1 3 $832K
2023 1 3 $2M
2024 1 11 $3M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Schroeder-Mitchell Enterprises Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Schroeder-Mitchell Enterprises Retirement Plan, Total assets ($B): 0.002608462 · Participants: 11Schroeder-Mitchell Enterprises Retirement PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Schroeder-Mitchell Enterprises Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Schroeder-Mitchell Enterprises Retirement Plan side-by-side with 3 peers →

Schroeder-Mitchell Enterprises Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Freda & Suriano Orthodontics, P.a. - Profit Sharing Plan in NJ ($3M); by covered participants it is Capital Craftsmen, Inc. Profit Sharing Plan in NY (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Schroeder-Mitchell Enterprises Retirement Plan assets move in 2024? ▼
Schroeder-Mitchell Enterprises Retirement Plan surged - up 34.6% during 2024, from $2M to $3M. Reported net income was $670K.
How have Schroeder-Mitchell Enterprises plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schroeder-Mitchell Enterprises's sponsor-wide assets grew 213.4%, from $832K to $3M.
Which Profit Sharing plans are similar in size to Schroeder-Mitchell Enterprises Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Freda & Suriano Orthodontics, P.a. - Profit Sharing Plan in NJ ($3M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Schroeder-Mitchell Enterprises Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Capital Craftsmen, Inc. Profit Sharing Plan in NY (11 participants, N/A 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 833409939.

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.