401(k) · DOL Form 5500 · 2024

Schirm USA, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
207
Participants Below avg headcount
38th
Percentile by assets National rank
$19,527
Avg per participant Low balance/head
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Official DOL plan name: Schirm USA, Inc. 401(k) Profit Sharing Plan · Sponsored by Schirm USA, Inc. · Texas · Manufacturing

$4M in assets, 207 participants

Schirm USA, Inc.'s Schirm USA, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 207 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,838 in Manufacturing (17,777 peers)

Coverage in Texas

Schirm USA, Inc. 401(k) Profit Sharing Plan covers 207 participants in Texas, about 30% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#3,838
in Manufacturing (17,777 peers)
+7.9%
assets growth YoY

Schirm USA, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Schirm USA, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,042,124 38th percentile higher than 38% 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

Schirm USA, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schirm USA, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schirm USA, Inc. 401(k) Profit Sharing Plan reported net income fell from $817K in the plan year 2023 filing to $297K in the plan year 2024 filing.
  • Schirm USA, Inc. 401(k) Profit Sharing Plan reported participants rose from 162 in the plan year 2023 filing to 207 in the plan year 2024 filing.
  • Schirm USA, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 752595474 · Schirm USA, Inc. PY 2024 · 401(k)

Schirm USA, Inc. 401(k) Profit Sharing Plan · $4M · 207 · 38th

  • EOY $4M
  • 5500 207
  • ASSETS 38th
  • PCT 401(k)
  • EIN near Lpi, Inc. 401(k) Plan
  • RANK ind #3838

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 Manufacturing retirement plans → · Plans in Texas →

Schirm USA, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Schirm USA, Inc. 401(k) Profit Sharing PlanSchirm USA, Inc. 401(k) Prof…$4MLpi, Inc. 401(k) Plan$4MBijak Enterprises Retirement PlanBijak Enterprises Retirement…$4MJaeger Unitek 401(k) Plan$4MLamb 401(k) Profit Sharing PlanLamb 401(k) Profit Sharing P…$4M
End-of-year total assets ($M) among Schirm USA, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$297K
Employer EIN752595474
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schirm USA, Inc.)

Sponsor-wide plan assets over time

All Schirm USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 38.04040546161522% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.93M $4.04M ▲ +37.9%
Year Plans Participants Total Assets
2022 1 154 $3M
2023 1 162 $4M
2024 1 207 $4M

Nearby 401(k) Plans in Texas

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

Schirm USA, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Schirm USA, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.004042124 · Participants: 207Schirm USA, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Schirm USA, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Schirm USA, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Schirm USA, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Lpi, Inc. 401(k) Plan in TN ($4M); by covered participants it is California Retina Associates 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (207 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 Schirm USA, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Schirm USA, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 7.9% during 2024, from $4M to $4M. Reported net income was $297K.
How have Schirm USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schirm USA, Inc.'s sponsor-wide assets grew 38.0%, from $3M to $4M.
Which 401(k) plans are similar in size to Schirm USA, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lpi, Inc. 401(k) Plan in TN ($4M, 345 participants).
Which 401(k) plans cover a similar participant headcount to Schirm USA, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (207 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 752595474.

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.