401(k) · DOL Form 5500 · 2024

Schimberg Co. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
166
Participants Small participant base
82nd
Percentile by assets National rank
$252,086
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Schimberg Co. Profit Sharing Plan · Sponsored by Schimberg Co. · Iowa · Wholesale Trade

$42M in assets, 166 participants

Schimberg Co.'s Schimberg Co. Profit Sharing Plan reported $42M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #5,003 in Wholesale Trade (6,080 peers)

Coverage in Iowa

Schimberg Co. Profit Sharing Plan covers 166 participants in Iowa, about 27% of the average Iowa filer (state average ~609 per filing). Assets: $42M.

#5,003
in Wholesale Trade (6,080 peers)
+12.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Schimberg Co. Profit Sharing Plan's outsized position by total assets

Schimberg Co. Profit Sharing Plan vs every filed plan by assets

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

$41,846,299 Top 18% higher than 82% 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

Schimberg Co. 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. Schimberg Co. Profit Sharing Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schimberg Co. Profit Sharing Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Schimberg Co. Profit Sharing Plan end-of-year assets rose from $37M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Schimberg Co. Profit Sharing Plan reported participants rose from 163 in the plan year 2023 filing to 166 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 420509630 · Schimberg Co. PY 2024 · 401(k)

Schimberg Co. Profit Sharing Plan · $42M · 166 · 82nd

  • 5500 $42M
  • 5500 166
  • 5500 82nd
  • 5500 401(k)
  • 5500 near Retirement Savings Plan for Employees of Datacolor Inc.
  • 5500 ind #5003

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 Iowa →

Schimberg Co. Profit Sharing Plan in the asset neighbourhood

Schimberg Co. Profit Sharing PlanSchimberg Co. Profit Sharing…$42MRetirement Savings Plan for Employees of Datacolor Inc.Retirement Savings Plan for …$42MNri Group 401(k) Plan$42MSti Holdings, Inc. 401(k) PlanSti Holdings, Inc. 401(k) Pl…$42MMch Professional Care 401(k) TrustMch Professional Care 401(k)…$42M
End-of-year total assets ($M) among Schimberg Co. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$5M
Employer EIN420509630
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schimberg Co.)

Sponsor-wide plan assets over time

All Schimberg Co. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 35.59767343714802% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.9M $41.9M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 169 $31M
2023 1 163 $37M
2024 1 166 $42M

Nearby 401(k) Plans in Iowa

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

Schimberg Co. Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Schimberg Co. Profit Sharing Plan, Total assets ($B): 0.041846299 · Participants: 166Schimberg Co. Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Schimberg Co. Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Schimberg Co. Profit Sharing Plan side-by-side with 3 peers →

Schimberg Co. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Retirement Savings Plan for Employees of Datacolor Inc. in NJ ($42M); by covered participants it is Awesome 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Schimberg Co. Profit Sharing Plan assets move in 2024? ▼
Schimberg Co. Profit Sharing Plan grew at a solid clip - up 12.7% during 2024, from $37M to $42M. Reported net income was $5M.
How have Schimberg Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schimberg Co.'s sponsor-wide assets grew 35.6%, from $31M to $42M.
Where does Schimberg Co. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Schimberg Co. Profit Sharing Plan ranks in the 82nd 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 Schimberg Co. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Savings Plan for Employees of Datacolor Inc. in NJ ($42M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Schimberg Co. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Awesome 401(k) Plan in CA (166 participants, $43M 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 420509630.

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.