401(k) · DOL Form 5500 · 2024

Schwab-Vollhaber-Lubratt, Inc. 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
101
Participants Small participant base
87th
Percentile by assets National rank
$642,015
Avg per participant High balance/head
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Official DOL plan name: Schwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing Plan · Sponsored by Schwab-Vollhaber-Lubratt, Inc. · Minnesota · Construction

$65M in assets, 101 participants

Schwab-Vollhaber-Lubratt, Inc.'s Schwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing Plan reported $65M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,684 in Construction (9,039 peers)

Coverage in Minnesota

Schwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing Plan covers 101 participants in Minnesota, about 9% of the average Minnesota filer (state average ~1,126 per filing). Assets: $65M.

#7,684
in Construction (9,039 peers)
+20.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Schwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing Plan's outsized position by total assets

Schwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing Plan vs every filed plan by assets

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

$64,843,529 Top 13% higher than 87% 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

Schwab-Vollhaber-Lubratt, Inc. Employees' 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. Schwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing Plan end-of-year assets rose from $54M in the plan year 2023 filing to $65M in the plan year 2024 filing.
  • Schwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing Plan reported participants fell from 103 in the plan year 2023 filing to 101 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 410911364 · Schwab-Vollhaber-Lubratt, Inc. PY 2024 · 401(k)

Schwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing Plan · $65M · 101 · 87th

  • EIN $65M
  • EIN 101
  • EIN 87th
  • EIN 401(k)
  • EIN near Nishikawa Cooper LLC Retirement Plan
  • EIN ind #7684

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 Construction retirement plans → · Plans in Minnesota →

Schwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing Plan in the asset neighbourhood

Pankow Employees' Profit Sharing PlanPankow Employees' Profit Sha…$65MZ.I.P.$65MSchwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing PlanSchwab-Vollhaber-Lubratt, In…$65MNishikawa Cooper LLC Retirement PlanNishikawa Cooper LLC Retirem…$65MLong Building Technologies, Inc. 401(k) Profit Sharing PlanLong Building Technologies, …$65M
End-of-year total assets ($M) among Schwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$65M
Net Income$11M
Employer EIN410911364
Plan Effective Date1968-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schwab-Vollhaber-Lubratt, Inc.)

Sponsor-wide plan assets over time

All Schwab-Vollhaber-Lubratt, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$65M 52.00348988895418% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $42.7M $64.8M ▲ +52.0%
Year Plans Participants Total Assets
2022 1 123 $43M
2023 1 103 $54M
2024 1 101 $65M

Nearby 401(k) Plans in Minnesota

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

Schwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Schwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing Plan, Total assets ($B): 0.064843529 · Participants: 101Schwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Schwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Schwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing Plan side-by-side with 3 peers →

Schwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Nishikawa Cooper LLC Retirement Plan in IN ($65M); by covered participants it is Phh 401(k) Plan in TX (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($65M here).

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Schwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing Plan assets move in 2024? ▼
Schwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing Plan grew sharply - up 20.6% during 2024, from $54M to $65M. Reported net income was $11M.
How have Schwab-Vollhaber-Lubratt, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schwab-Vollhaber-Lubratt, Inc.'s sponsor-wide assets grew 52.0%, from $43M to $65M.
Where does Schwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Schwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing Plan ranks in the 87th 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 Schwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nishikawa Cooper LLC Retirement Plan in IN ($65M, 1,273 participants).
Which 401(k) plans cover a similar participant headcount to Schwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phh 401(k) Plan in TX (101 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 410911364.

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.