401(k) · DOL Form 5500 · 2024

M.C. Schroeder Company, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3
Participants Small participant base
41st
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: M.C. Schroeder Company, Inc. 401(k) Plan · Sponsored by M.C. Schroeder Company, Inc. · North Carolina · Real Estate

$5M in assets, 3 participants

M.C. Schroeder Company, Inc.'s M.C. Schroeder Company, Inc. 401(k) Plan reported $5M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,820 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, M.C. Schroeder Company, Inc. 401(k) Plan ranks #2,820 of 4,605 2024 filers by assets (536% of the sector average)-$5M for 3 participants.

#2,820
in Real Estate (4,605 peers)
+0.6%
assets growth YoY

M.C. Schroeder Company, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

M.C. Schroeder Company, Inc. 401(k) Plan vs every filed plan by assets

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

$4,841,800 41st percentile higher than 41% 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

M.C. Schroeder Company, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. M.C. Schroeder Company, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • M.C. Schroeder Company, Inc. 401(k) Plan reported participants rose from 1 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • M.C. Schroeder Company, Inc. 401(k) Plan reported net income fell from $229K in the plan year 2023 filing to $28K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 560956945 · M.C. Schroeder Company, Inc. PY 2024 · 401(k)

M.C. Schroeder Company, Inc. 401(k) Plan · $5M · 3 · 41st

  • TYPE $5M
  • NET 3
  • BOOK 41st
  • VS-ST 401(k)
  • BOY near Nelsoncorp Wealth Management 401(k) Plan
  • SCH ind #2820

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 Real Estate retirement plans → · Plans in North Carolina →

M.C. Schroeder Company, Inc. 401(k) Plan in the asset neighbourhood

M.C. Schroeder Company, Inc. 401(k) PlanM.C. Schroeder Company, Inc.…$5MNelsoncorp Wealth Management 401(k) PlanNelsoncorp Wealth Management…$5MAlbuquerque Asphalt, Inc.$5MAmericare Health & Retirement, Inc. 401(k) Profit Sharing PlanAmericare Health & Retiremen…$5MBoston Ent Associates PC 401(k) Profit Sharing Plan & TrustBoston Ent Associates PC 401…$5M
End-of-year total assets ($M) among M.C. Schroeder Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$28K
Employer EIN560956945
Plan Effective Date1971-01-06
Filing StatusFILING RECEIVED

Sponsor Plan History (M.C. Schroeder Company, Inc.)

Sponsor-wide plan assets over time

All M.C. Schroeder Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 5.600619060674009% vs 2022
2024 filing year
$4.5M$4.6M$4.7M$4.8M$4.9M 202220232024 $4.59M $4.84M ▲ +5.4%
Year Plans Participants Total Assets
2022 1 3 $5M
2023 1 1 $5M
2024 1 3 $5M

Nearby 401(k) Plans in North Carolina

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

M.C. Schroeder Company, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants M.C. Schroeder Company, Inc. 401(k) Plan, Total assets ($B): 0.0048418 · Participants: 3M.C. Schroeder Company, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
M.C. Schroeder Company, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare M.C. Schroeder Company, Inc. 401(k) Plan side-by-side with 3 peers →

M.C. Schroeder Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Nelsoncorp Wealth Management 401(k) Plan in IA ($5M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 M.C. Schroeder Company, Inc. 401(k) Plan assets move in 2024? ▼
M.C. Schroeder Company, Inc. 401(k) Plan held essentially flat - up 0.6% during 2024, from $5M to $5M. Reported net income was $28K.
How have M.C. Schroeder Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M.C. Schroeder Company, Inc.'s sponsor-wide assets grew 5.6%, from $5M to $5M.
Which 401(k) plans are similar in size to M.C. Schroeder Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nelsoncorp Wealth Management 401(k) Plan in IA ($5M, 19 participants).
Which 401(k) plans cover a similar participant headcount to M.C. Schroeder Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 560956945.

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.