401(k) · DOL Form 5500 · 2024

Schaefer Systems International 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
292
Participants Below avg headcount
79th
Percentile by assets National rank
$112,685
Avg per participant Below avg balance/head
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Official DOL plan name: Schaefer Systems International, Inc. 401(k) Retirement Plan · Sponsored by Schaefer Systems International · North Carolina · Construction

$33M in assets, 292 participants

Schaefer Systems International's Schaefer Systems International, Inc. 401(k) Retirement Plan reported $33M in total assets and 292 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,975 in Construction (9,039 peers)

Coverage in North Carolina

Schaefer Systems International, Inc. 401(k) Retirement Plan covers 292 participants in North Carolina, about 36% of the average North Carolina filer (state average ~819 per filing). Assets: $33M.

#6,975
in Construction (9,039 peers)
+16.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Schaefer Systems International, Inc. 401(k) Retirement Plan's outsized position by total assets

Schaefer Systems International, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$32,903,959 Top 21% higher than 79% 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

Schaefer Systems International, Inc. 401(k) Retirement 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. Schaefer Systems International, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (292 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schaefer Systems International, Inc. 401(k) Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Schaefer Systems International, Inc. 401(k) Retirement Plan reported participants fell from 355 in the plan year 2023 filing to 292 in the plan year 2024 filing.
  • Schaefer Systems International, Inc. 401(k) Retirement Plan end-of-year assets rose from $28M in the plan year 2023 filing to $33M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 221851861 · Schaefer Systems International PY 2024 · 401(k)

Schaefer Systems International, Inc. 401(k) Retirement Plan · $33M · 292 · 79th

  • BOOK $33M
  • VS-ST 292
  • BOY 79th
  • SCH 401(k)
  • EBSA near Nova Technologies Cba Plan
  • PART ind #6975

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 North Carolina →

Schaefer Systems International, Inc. 401(k) Retirement Plan in the asset neighbourhood

Nova Technologies Cba Plan$33MSchaefer Systems International, Inc. 401(k) Retirement PlanSchaefer Systems Internation…$33MGeneral Grind and Machine, Inc. Profit Sharing Plan and TrustGeneral Grind and Machine, I…$33MClark-Reliance LLC 401(k) and Profit Sharing PlanClark-Reliance LLC 401(k) an…$33MCitizens Medical Center, Inc. 401(k) and Pension TrustCitizens Medical Center, Inc…$33M
End-of-year total assets ($M) among Schaefer Systems International, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN221851861
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schaefer Systems International)

Sponsor-wide plan assets over time

All Schaefer Systems International plans reported in each filing year

Latest sponsor-wide plan assets
$33M 33.165628234645055% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.7M $32.9M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 380 $25M
2023 1 355 $28M
2024 1 292 $33M

Nearby 401(k) Plans in North Carolina

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

Schaefer Systems International, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Schaefer Systems International, Inc. 401(k) Retirement Plan, Total assets ($B): 0.032903959 · Participants: 292Schaefer Systems International, Inc. 401(k) Retirement 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
Schaefer Systems International, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Schaefer Systems International, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Schaefer Systems International, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Nova Technologies Cba Plan in FL ($33M); by covered participants it is Aspen Waste Systems, Inc. 401(k) Profit Sharing Plan in MN (292 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (292 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 Schaefer Systems International, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Schaefer Systems International, Inc. 401(k) Retirement Plan grew sharply - up 16.5% during 2024, from $28M to $33M. Reported net income was $5M.
How have Schaefer Systems International plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schaefer Systems International's sponsor-wide assets grew 33.2%, from $25M to $33M.
Where does Schaefer Systems International, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Schaefer Systems International, Inc. 401(k) Retirement Plan ranks in the 79th 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 Schaefer Systems International, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nova Technologies Cba Plan in FL ($33M, 275 participants).
Which 401(k) plans cover a similar participant headcount to Schaefer Systems International, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aspen Waste Systems, Inc. 401(k) Profit Sharing Plan in MN (292 participants, $13M 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 221851861.

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.