401(k) · DOL Form 5500 · 2024

Jeff Schmitt Auto Group, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
322
Participants Below avg headcount
52nd
Percentile by assets National rank
$26,412
Avg per participant Low balance/head
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Official DOL plan name: Jeff Schmitt Auto Group, Inc. 401(k) Plan · Sponsored by Jeff Schmitt Auto Group, Inc. · Ohio · Retail Trade

$9M in assets, 322 participants

Jeff Schmitt Auto Group, Inc.'s Jeff Schmitt Auto Group, Inc. 401(k) Plan reported $9M in total assets and 322 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,045 in Retail Trade (8,048 peers)

Coverage in Ohio

Jeff Schmitt Auto Group, Inc. 401(k) Plan covers 322 participants in Ohio, about 42% of the average Ohio filer (state average ~765 per filing). Assets: $9M.

#5,045
in Retail Trade (8,048 peers)
+18.0%
assets growth YoY

Jeff Schmitt Auto Group, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Jeff Schmitt Auto Group, Inc. 401(k) Plan vs every filed plan by assets

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

$8,504,649 Top 48% higher than 52% 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

Jeff Schmitt Auto Group, Inc. 401(k) 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. Jeff Schmitt Auto Group, Inc. 401(k) Plan sits mid-pack in the medium band (322 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jeff Schmitt Auto Group, Inc. 401(k) Plan reported net income rose from $835K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Jeff Schmitt Auto Group, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 310515803 · Jeff Schmitt Auto Group, Inc. PY 2024 · 401(k)

Jeff Schmitt Auto Group, Inc. 401(k) Plan · $9M · 322 · 52nd

  • TYPE $9M
  • NET 322
  • BOOK 52nd
  • VS-ST 401(k)
  • BOY near Wallace Graphics, Inc. 401(k) Plan
  • SCH ind #5045

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 Retail Trade retirement plans → · Plans in Ohio →

Jeff Schmitt Auto Group, Inc. 401(k) Plan in the asset neighbourhood

Wallace Graphics, Inc. 401(k) PlanWallace Graphics, Inc. 401(k…$9MNexius Solutions, Inc. 401(k) PlanNexius Solutions, Inc. 401(k…$9MJeff Schmitt Auto Group, Inc. 401(k) PlanJeff Schmitt Auto Group, Inc…$9MDivergent Technologies, Inc. 401(k) P/S PlanDivergent Technologies, Inc.…$9MIdt Biologika Corporation Retirement PlanIdt Biologika Corporation Re…$9M
End-of-year total assets ($M) among Jeff Schmitt Auto Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN310515803
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jeff Schmitt Auto Group, Inc.)

Sponsor-wide plan assets over time

All Jeff Schmitt Auto Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 33.384833557715595% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.38M $8.5M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 314 $6M
2023 1 325 $7M
2024 1 322 $9M

Nearby 401(k) Plans in Ohio

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

Jeff Schmitt Auto Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Jeff Schmitt Auto Group, Inc. 401(k) Plan, Total assets ($B): 0.008504649 · Participants: 322Jeff Schmitt Auto Group, Inc. 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Jeff Schmitt Auto Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Jeff Schmitt Auto Group, Inc. 401(k) Plan side-by-side with 3 peers →

Jeff Schmitt Auto Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Wallace Graphics, Inc. 401(k) Plan in GA ($9M); by covered participants it is Superior Brokerage Services, Inc. 401(k) Plan in MN (322 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (322 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 Jeff Schmitt Auto Group, Inc. 401(k) Plan assets move in 2024? ▼
Jeff Schmitt Auto Group, Inc. 401(k) Plan grew sharply - up 18.0% during 2024, from $7M to $9M. Reported net income was $1M.
How have Jeff Schmitt Auto Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeff Schmitt Auto Group, Inc.'s sponsor-wide assets grew 33.4%, from $6M to $9M.
Which 401(k) plans are similar in size to Jeff Schmitt Auto Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wallace Graphics, Inc. 401(k) Plan in GA ($9M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Jeff Schmitt Auto Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Superior Brokerage Services, Inc. 401(k) Plan in MN (322 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 310515803.

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.