401(k) · DOL Form 5500 · 2024
Shumaker & Sieffert P a 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 85
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $362,101
- Avg per participant High balance/head
Official DOL plan name: Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust · Sponsored by Shumaker & Sieffert P a · Minnesota · Professional & Technical Services
$31M in assets, 85 participants
Shumaker & Sieffert P a's Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust reported $31M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #15,696 in Professional & Technical Services (20,173 peers)
Where Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust sits by assets
Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $31M for 85 participants (~$362,101/participant), up 8.3% in 2024.
- #15,696
- in Professional & Technical Services (20,173 peers)
- +8.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,778,574 Top 22% higher than 78% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust is a small filing (85 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust reported participants rose from 68 in the plan year 2023 filing to 85 in the plan year 2024 filing.
- Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $28M in the plan year 2023 filing to $31M in the plan year 2024 filing.
DOL schedule card
Filing strip 411988229 · Shumaker & Sieffert P a PY 2024 · 401(k)
Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust · $31M · 85 · 78th
- SCH $31M
- SCH 85
- SCH 78th
- SCH 401(k)
- SCH near Central Irrigation Supply, Inc. Retirement Plan
- SCH ind #15696
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 Minnesota →
Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $2M |
| Employer EIN | 411988229 |
| Plan Effective Date | 2001-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shumaker & Sieffert P a)
Sponsor-wide plan assets over time
All Shumaker & Sieffert P a plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 17.099093554716422% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 76 | $26M |
| 2023 | 1 | 68 | $28M |
| 2024 | 1 | 85 | $31M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Central Irrigation Supply, Inc. Retirement Plan in NY ($31M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Central Irrigation Supply, Inc. Retirement Plan (NY) $31M · 318
- The Russian School of Mathematics 401(k) Plan (MA) $31M · 751
- Deli Management, Inc. Savings and Incentive Retirement Plan (TX) $31M · 3,822
- Grace Health 401(k) Plan (MI) $31M · 352
Similar participant headcount
Nearest other-state filings by covered participants (85 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.