401(k) · DOL Form 5500 · 2024

School Specialty, LLC 401(k) Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
1,177
Participants Near avg headcount
90th
Percentile by assets National rank
$84,137
Avg per participant Below avg balance/head
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Official DOL plan name: School Specialty 401(k) Plan · Sponsored by School Specialty, LLC · Wisconsin · Wholesale Trade

$99M in assets, 1,177 participants

School Specialty, LLC's School Specialty 401(k) Plan reported $99M in total assets and 1,177 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #5,599 in Wholesale Trade (6,080 peers)

Coverage in Wisconsin

School Specialty 401(k) Plan covers 1,177 participants in Wisconsin, 2.1x the typical Wisconsin plan (state average ~563 per filing). Assets: $99M.

#5,599
in Wholesale Trade (6,080 peers)
+14.3%
assets growth YoY
1.0×
vs typical plan assets (national mean)

School Specialty 401(k) Plan's outsized position by total assets

School Specialty 401(k) Plan vs every filed plan by assets

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

$99,029,542 Top 10% higher than 90% 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

School Specialty 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. School Specialty 401(k) Plan lands in the large band (1,177 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • School Specialty 401(k) Plan reported net income fell from $15M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • School Specialty 401(k) Plan end-of-year assets rose from $87M in the plan year 2023 filing to $99M in the plan year 2024 filing.
  • School Specialty 401(k) Plan reported participants fell from 1,329 in the plan year 2023 filing to 1,177 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 852162684 · School Specialty, LLC PY 2024 · 401(k)

School Specialty 401(k) Plan · $99M · 1,177 · 90th

  • PART $99M
  • TYPE 1,177
  • NET 90th
  • BOOK 401(k)
  • VS-ST near Agri Beef Co. 401(k) Profit Sharing Plan and Trust
  • BOY ind #5599

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

School Specialty 401(k) Plan in the asset neighbourhood

Agri Beef Co. 401(k) Profit Sharing Plan and TrustAgri Beef Co. 401(k) Profit …$99MNational Amusements 401(k) PlanNational Amusements 401(k) P…$99MSchool Specialty 401(k) Plan$99MHealthstream, Inc. 401(k) PlanHealthstream, Inc. 401(k) Pl…$99MVirginia Urology Center, P.C. Profit Sharing PlanVirginia Urology Center, P.C…$99M
End-of-year total assets ($M) among School Specialty 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$99M
Net Income$12M
Employer EIN852162684
Plan Effective Date1998-06-10
Filing StatusFILING RECEIVED

Sponsor Plan History (School Specialty, LLC)

Sponsor-wide plan assets over time

All School Specialty, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$99M 41.77101897499981% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $69.9M $99M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 1,242 $70M
2023 1 1,329 $87M
2024 1 1,177 $99M

Nearby 401(k) Plans in Wisconsin

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

School Specialty 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants School Specialty 401(k) Plan, Total assets ($B): 0.099029542 · Participants: 1177School Specialty 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
School Specialty 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare School Specialty 401(k) Plan side-by-side with 3 peers →

School Specialty 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Agri Beef Co. 401(k) Profit Sharing Plan and Trust in ID ($99M); by covered participants it is Marco Technologies, LLC 401(k) Plan in MN (1,177 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($99M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,177 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 School Specialty 401(k) Plan assets move in 2024? ▼
School Specialty 401(k) Plan grew at a solid clip - up 14.3% during 2024, from $87M to $99M. Reported net income was $12M.
How have School Specialty, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), School Specialty, LLC's sponsor-wide assets grew 41.8%, from $70M to $99M.
Where does School Specialty 401(k) Plan rank by assets among Form 5500 filers? ▼
School Specialty 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to School Specialty 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Agri Beef Co. 401(k) Profit Sharing Plan and Trust in ID ($99M, 1,586 participants).
Which 401(k) plans cover a similar participant headcount to School Specialty 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marco Technologies, LLC 401(k) Plan in MN (1,177 participants, $151M 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 852162684.

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.