Profit Sharing · DOL Form 5500 · 2024
Joe Schuerman LLC Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $824,227
- Avg per participant High balance/head
Official DOL plan name: Joe Schuerman LLC Dba Schuerman Auto Repair Inc · Sponsored by Joe Schuerman LLC · Iowa · Other Services
$3M in assets, 4 participants
Joe Schuerman LLC's Joe Schuerman LLC Dba Schuerman Auto Repair Inc reported $3M in total assets and 4 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.
- #4,557 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Joe Schuerman LLC Dba Schuerman Auto Repair Inc ranks #4,557 of 7,719 2024 filers by assets (609% of the sector average)-$3M for 4 participants.
- #4,557
- in Other Services (7,719 peers)
- +68.3%
- assets growth YoY
Joe Schuerman LLC Dba Schuerman Auto Repair Inc's mid-pack asset rank among Other Services and all filers
Joe Schuerman LLC Dba Schuerman Auto Repair Inc vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,296,907 35th percentile higher than 35% 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
Joe Schuerman LLC Dba Schuerman Auto Repair Inc among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joe Schuerman LLC Dba Schuerman Auto Repair Inc is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Joe Schuerman LLC Dba Schuerman Auto Repair Inc end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Joe Schuerman LLC Dba Schuerman Auto Repair Inc reported net income rose from $805K in the plan year 2023 filing to $1M in the plan year 2024 filing.
DOL schedule card
Filing strip 832188863 · Joe Schuerman LLC PY 2024 · Profit Sharing
Joe Schuerman LLC Dba Schuerman Auto Repair Inc · $3M · 4 · 35th
- EIN $3M
- EIN 4
- EIN 35th
- EIN Profit Sharing
- EIN near Conway Construction Profit Sharing Plan
- EIN ind #4557
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 Other Services retirement plans → · Plans in Iowa →
Joe Schuerman LLC Dba Schuerman Auto Repair Inc in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $1M |
| Employer EIN | 832188863 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joe Schuerman LLC)
Sponsor-wide plan assets over time
All Joe Schuerman LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 185.5827325416714% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $1M |
| 2023 | 1 | 4 | $2M |
| 2024 | 1 | 4 | $3M |
Nearby Profit Sharing Plans in Iowa
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Dordt University Defined Contribution Retirement Plan $61M · 322
- Medtec LLC 401(k) Retirement Plan $30M · 279
- Liberty Pattern Company Profit Sharing Plan $26M · 12
- Newton Clinic, P.C. Profit Sharing Plan $17M · 43
- Burgess Health Center 403(b) Plan $16M · 272
Joe Schuerman LLC Dba Schuerman Auto Repair Inc's out-of-state Profit Sharing peers by assets and headcount
Outside Iowa, the nearest Profit Sharing by assets is Conway Construction Profit Sharing Plan in WA ($3M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 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 (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.