401(k) · DOL Form 5500 · 2024

Marchant-Schmidt, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
112
Participants Small participant base
72nd
Percentile by assets National rank
$197,111
Avg per participant Above avg balance/head
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Official DOL plan name: Marchant-Schmidt, Inc. 401(k) Savings Plan · Sponsored by Marchant-Schmidt, Inc. · Wisconsin · Manufacturing

$22M in assets, 112 participants

Marchant-Schmidt, Inc.'s Marchant-Schmidt, Inc. 401(k) Savings Plan reported $22M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #11,047 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Marchant-Schmidt, Inc. 401(k) Savings Plan covers 112 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $22M.

#11,047
in Manufacturing (17,777 peers)
+11.5%
assets growth YoY

Marchant-Schmidt, Inc. 401(k) Savings Plan's outsized position by total assets

Marchant-Schmidt, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$22,076,413 Top 28% higher than 72% 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

Marchant-Schmidt, Inc. 401(k) Savings 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. Marchant-Schmidt, Inc. 401(k) Savings Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marchant-Schmidt, Inc. 401(k) Savings Plan reported participants fell from 134 in the plan year 2023 filing to 112 in the plan year 2024 filing.
  • Marchant-Schmidt, Inc. 401(k) Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Marchant-Schmidt, Inc. 401(k) Savings Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391213322 · Marchant-Schmidt, Inc. PY 2024 · 401(k)

Marchant-Schmidt, Inc. 401(k) Savings Plan · $22M · 112 · 72nd

  • NET $22M
  • BOOK 112
  • VS-ST 72nd
  • BOY 401(k)
  • SCH near Tunica-Biloxi Indians of Louisiana 401(k) Savings Plan
  • EBSA ind #11047

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 Manufacturing retirement plans → · Plans in Wisconsin →

Marchant-Schmidt, Inc. 401(k) Savings Plan in the asset neighbourhood

Marchant-Schmidt, Inc. 401(k) Savings PlanMarchant-Schmidt, Inc. 401(k…$22MTunica-Biloxi Indians of Louisiana 401(k) Savings PlanTunica-Biloxi Indians of Lou…$22MS. T. a. R. 401(k) Plan$22MHerman Kay Company, Incorporated Employee 401(k) Savings PlanHerman Kay Company, Incorpor…$22MAbcom Technology Group, Inc. 401(k) PlanAbcom Technology Group, Inc.…$22M
End-of-year total assets ($M) among Marchant-Schmidt, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN391213322
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marchant-Schmidt, Inc.)

Sponsor-wide plan assets over time

All Marchant-Schmidt, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 28.737698464232775% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.2M $22.1M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 125 $17M
2023 1 134 $20M
2024 1 112 $22M

Nearby 401(k) Plans in Wisconsin

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

Marchant-Schmidt, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Marchant-Schmidt, Inc. 401(k) Savings Plan, Total assets ($B): 0.022076413 · Participants: 112Marchant-Schmidt, Inc. 401(k) Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Marchant-Schmidt, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Marchant-Schmidt, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Marchant-Schmidt, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Tunica-Biloxi Indians of Louisiana 401(k) Savings Plan in LA ($22M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Marchant-Schmidt, Inc. 401(k) Savings Plan assets move in 2024? ▼
Marchant-Schmidt, Inc. 401(k) Savings Plan grew at a solid clip - up 11.5% during 2024, from $20M to $22M. Reported net income was $2M.
How have Marchant-Schmidt, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marchant-Schmidt, Inc.'s sponsor-wide assets grew 28.7%, from $17M to $22M.
Which 401(k) plans are similar in size to Marchant-Schmidt, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tunica-Biloxi Indians of Louisiana 401(k) Savings Plan in LA ($22M, 989 participants).
Which 401(k) plans cover a similar participant headcount to Marchant-Schmidt, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 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 391213322.

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.