401(k) · DOL Form 5500 · 2024

Schueller-Owen & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3
Participants Small participant base
42nd
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Schueller-Owen & Associates, Inc. Profit Sharing 401(k) Plan · Sponsored by Schueller-Owen & Associates, Inc. · Wisconsin · Finance & Insurance

$5M in assets, 3 participants

Schueller-Owen & Associates, Inc.'s Schueller-Owen & Associates, Inc. Profit Sharing 401(k) Plan reported $5M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,411 in Finance & Insurance (8,549 peers)

Schueller-Owen & Associates, Inc. multi-year trail

Schueller-Owen & Associates, Inc.'s plans moved +53.1% in assets from 2022 to 2024; this filing shows Schueller-Owen & Associates, Inc. Profit Sharing 401(k) Plan at $5M / 3 participants.

#2,411
in Finance & Insurance (8,549 peers)
+22.5%
assets growth YoY

Schueller-Owen & Associates, Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Schueller-Owen & Associates, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$4,949,939 42nd percentile higher than 42% 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

Schueller-Owen & Associates, Inc. Profit Sharing 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schueller-Owen & Associates, Inc. Profit Sharing 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schueller-Owen & Associates, Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Schueller-Owen & Associates, Inc. Profit Sharing 401(k) Plan reported net income rose from $807K in the plan year 2023 filing to $910K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391549064 · Schueller-Owen & Associates, Inc. PY 2024 · 401(k)

Schueller-Owen & Associates, Inc. Profit Sharing 401(k) Plan · $5M · 3 · 42nd

  • BOY $5M
  • BOY 3
  • BOY 42nd
  • BOY 401(k)
  • BOY near St. Vincent Family Services Employee Retirement Plan
  • BOY ind #2411

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Schueller-Owen & Associates, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Schueller-Owen & Associates, Inc. Profit Sharing 401(k) PlanSchueller-Owen & Associates,…$5MSt. Vincent Family Services Employee Retirement PlanSt. Vincent Family Services …$5MSouthland Medical Group, LLC Retirement Savings PlanSouthland Medical Group, LLC…$5MBuck Jack LLC 401(k) Profit Sharing Plan & TrustBuck Jack LLC 401(k) Profit …$5MAspire Pharmaceuticals Inc. 401(k) PlanAspire Pharmaceuticals Inc. …$5M
End-of-year total assets ($M) among Schueller-Owen & Associates, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Schueller-Owen & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Schueller-Owen & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 53.106870531234804% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.23M $4.95M ▲ +53.3%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 3 $4M
2024 1 3 $5M

Schueller-Owen & Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$910K
Employer EIN391549064
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Schueller-Owen & Associates, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Schueller-Owen & Associates, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.004949939 · Participants: 3Schueller-Owen & Associates, Inc. Profit Sharing 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Schueller-Owen & Associates, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Schueller-Owen & Associates, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Schueller-Owen & Associates, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is St. Vincent Family Services Employee Retirement Plan in OH ($5M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Schueller-Owen & Associates, Inc. Profit Sharing 401(k) Plan assets move in 2024? ▼
Schueller-Owen & Associates, Inc. Profit Sharing 401(k) Plan grew sharply - up 22.5% during 2024, from $4M to $5M. Reported net income was $910K.
How have Schueller-Owen & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schueller-Owen & Associates, Inc.'s sponsor-wide assets grew 53.1%, from $3M to $5M.
Which 401(k) plans are similar in size to Schueller-Owen & Associates, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is St. Vincent Family Services Employee Retirement Plan in OH ($5M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Schueller-Owen & Associates, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 391549064.

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.