401(k) · DOL Form 5500 · 2024

Schulte Hospitality Group, Inc. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
6,194
Participants Above avg headcount
83rd
Percentile by assets National rank
$7,403
Avg per participant Low balance/head
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Official DOL plan name: Schulte Hospitality Group, Inc. 401(k) Plan · Sponsored by Schulte Hospitality Group, Inc. · Kentucky · Food Services & Accommodation

$46M in assets, 6,194 participants

Schulte Hospitality Group, Inc.'s Schulte Hospitality Group, Inc. 401(k) Plan reported $46M in total assets and 6,194 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #3,510 in Food Services & Accommodation (3,672 peers)

Coverage in Kentucky

Schulte Hospitality Group, Inc. 401(k) Plan covers 6,194 participants in Kentucky, 9.6x the typical Kentucky plan (state average ~647 per filing). Assets: $46M.

#3,510
in Food Services & Accommodation (3,672 peers)
+30.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Schulte Hospitality Group, Inc. 401(k) Plan's outsized position by total assets

Schulte Hospitality Group, Inc. 401(k) Plan vs every filed plan by assets

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

$45,856,219 Top 17% higher than 83% 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

Schulte Hospitality Group, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schulte Hospitality Group, Inc. 401(k) Plan lands in the large band (6,194 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schulte Hospitality Group, Inc. 401(k) Plan end-of-year assets rose from $35M in the plan year 2023 filing to $46M in the plan year 2024 filing.
  • Schulte Hospitality Group, Inc. 401(k) Plan reported net income fell from $14M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Schulte Hospitality Group, Inc. 401(k) Plan reported participants rose from 6,039 in the plan year 2023 filing to 6,194 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 371392767 · Schulte Hospitality Group, Inc. PY 2024 · 401(k)

Schulte Hospitality Group, Inc. 401(k) Plan · $46M · 6,194 · 83rd

  • VS-ST $46M
  • VS-ST 6,194
  • VS-ST 83rd
  • VS-ST 401(k)
  • VS-ST near Aspire Rural Health System 401(k) Plan
  • VS-ST ind #3510

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 Food Services & Accommodation retirement plans → · Plans in Kentucky →

Schulte Hospitality Group, Inc. 401(k) Plan in the asset neighbourhood

Schulte Hospitality Group, Inc. 401(k) PlanSchulte Hospitality Group, I…$46MAspire Rural Health System 401(k) PlanAspire Rural Health System 4…$46MSwickard Auto Group Retirement PlanSwickard Auto Group Retireme…$46MHop Energy, LLC 401(k) Plan$46MEta Engineering, Inc. Employee Stock Ownership and 401(k) PlanEta Engineering, Inc. Employ…$46M
End-of-year total assets ($M) among Schulte Hospitality Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$46M
Net Income$11M
Employer EIN371392767
Plan Effective Date2014-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schulte Hospitality Group, Inc.)

Sponsor-wide plan assets over time

All Schulte Hospitality Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 115.65195607184616% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $21.3M $45.9M ▲ +115.7%
Year Plans Participants Total Assets
2022 1 4,736 $21M
2023 1 6,039 $35M
2024 1 6,194 $46M

Nearby 401(k) Plans in Kentucky

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

Schulte Hospitality Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Schulte Hospitality Group, Inc. 401(k) Plan, Total assets ($B): 0.045856219 · Participants: 6194Schulte Hospitality Group, Inc. 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Schulte Hospitality Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Schulte Hospitality Group, Inc. 401(k) Plan side-by-side with 3 peers →

Schulte Hospitality Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Aspire Rural Health System 401(k) Plan in MI ($46M); by covered participants it is Tands Inc. & Adopting Related Employers 401(k) Plan in NC (6,187 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,194 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 Schulte Hospitality Group, Inc. 401(k) Plan assets move in 2024? ▼
Schulte Hospitality Group, Inc. 401(k) Plan surged - up 30.6% during 2024, from $35M to $46M. Reported net income was $11M.
How have Schulte Hospitality Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schulte Hospitality Group, Inc.'s sponsor-wide assets grew 115.7%, from $21M to $46M.
Where does Schulte Hospitality Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Schulte Hospitality Group, Inc. 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Schulte Hospitality Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aspire Rural Health System 401(k) Plan in MI ($46M, 964 participants).
Which 401(k) plans cover a similar participant headcount to Schulte Hospitality Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tands Inc. & Adopting Related Employers 401(k) Plan in NC (6,187 participants, $3M 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 371392767.

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.