401(k) · DOL Form 5500 · 2024

Schaefer & Bierlein Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
38
Participants Small participant base
35th
Percentile by assets National rank
$86,760
Avg per participant Below avg balance/head
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Official DOL plan name: Schaefer & Bierlein Inc Profit Sharing 401(k) Plan · Sponsored by Schaefer & Bierlein Inc · Michigan · Retail Trade

$3M in assets, 38 participants

Schaefer & Bierlein Inc's Schaefer & Bierlein Inc Profit Sharing 401(k) Plan reported $3M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,773 in Retail Trade (8,048 peers)

What the 2024 filing shows

Schaefer & Bierlein Inc Profit Sharing 401(k) Plan holds $3M for 38 participants - about $86,760 per participant, in the lower half of filed plans by assets.

#3,773
in Retail Trade (8,048 peers)
+3.6%
assets growth YoY

Schaefer & Bierlein Inc Profit Sharing 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Schaefer & Bierlein Inc Profit Sharing 401(k) Plan vs every filed plan by assets

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

$3,296,862 35th percentile higher than 35% 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

Schaefer & Bierlein Inc Profit Sharing 401(k) 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. Schaefer & Bierlein Inc Profit Sharing 401(k) Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schaefer & Bierlein Inc Profit Sharing 401(k) Plan reported net income rose from $97K in the plan year 2023 filing to $115K in the plan year 2024 filing.
  • Schaefer & Bierlein Inc Profit Sharing 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 382085142 · Schaefer & Bierlein Inc PY 2024 · 401(k)

Schaefer & Bierlein Inc Profit Sharing 401(k) Plan · $3M · 38 · 35th

  • EBSA $3M
  • EBSA 38
  • EBSA 35th
  • EBSA 401(k)
  • EBSA near Generx Generators 401(k) Plan
  • EBSA ind #3773

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 Michigan →

Schaefer & Bierlein Inc Profit Sharing 401(k) Plan in the asset neighbourhood

Schaefer & Bierlein Inc Profit Sharing 401(k) PlanSchaefer & Bierlein Inc Prof…$3MGenerx Generators 401(k) Plan$3MSawyer Manufacturing Company 401(k) PlanSawyer Manufacturing Company…$3MBrody and Associates PA 401(k) Profit Sharing Plan & TrustBrody and Associates PA 401(…$3MUnity Bpo 401(k) Plan$3M
End-of-year total assets ($M) among Schaefer & Bierlein Inc Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$115K
Employer EIN382085142
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schaefer & Bierlein Inc)

Sponsor-wide plan assets over time

All Schaefer & Bierlein Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.869254564662171% vs 2022
2024 filing year
$3M$3.1M$3.2M$3.3M$3.4M 202220232024 $3.08M $3.3M ▲ +7.1%
Year Plans Participants Total Assets
2022 1 35 $3M
2023 1 38 $3M
2024 1 38 $3M

Nearby 401(k) Plans in Michigan

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

Schaefer & Bierlein Inc Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Schaefer & Bierlein Inc Profit Sharing 401(k) Plan, Total assets ($B): 0.003296862 · Participants: 38Schaefer & Bierlein Inc Profit Sharing 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Schaefer & Bierlein Inc Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Schaefer & Bierlein Inc Profit Sharing 401(k) Plan side-by-side with 3 peers →

Schaefer & Bierlein Inc Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Generx Generators 401(k) Plan in FL ($3M); by covered participants it is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Schaefer & Bierlein Inc Profit Sharing 401(k) Plan assets move in 2024? ▼
Schaefer & Bierlein Inc Profit Sharing 401(k) Plan edged up modestly - up 3.6% during 2024, from $3M to $3M. Reported net income was $115K.
How have Schaefer & Bierlein Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schaefer & Bierlein Inc's sponsor-wide assets grew 6.9%, from $3M to $3M.
Which 401(k) plans are similar in size to Schaefer & Bierlein Inc Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Generx Generators 401(k) Plan in FL ($3M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Schaefer & Bierlein Inc Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants, $24M 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 382085142.

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.