401(k) · DOL Form 5500 · 2022
Schaeffler Group USA Inc. 401(k) Plan
Data updated 2026-08-25
- $600M
- Total assets Above avg plan size
- 4,937
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $121,486
- Avg per participant Near avg balance/head
Official DOL plan name: Schaeffler Group USA Savings Retirement Plan · Sponsored by Schaeffler Group USA Inc. · South Carolina · Manufacturing
$600M in assets, 4,937 participants
Schaeffler Group USA Inc.'s Schaeffler Group USA Savings Retirement Plan reported $600M in total assets and 4,937 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,972 in Manufacturing (20,602 peers)
Coverage in South Carolina
Schaeffler Group USA Savings Retirement Plan covers 4,937 participants in South Carolina, 13x the typical South Carolina plan (state average ~369 per filing). Assets: $600M.
- #19,972
- in Manufacturing (20,602 peers)
- -17.3%
- assets change YoY
- 6.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $125M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Schaeffler Group USA Savings Retirement Plan's outsized position by total assets
Schaeffler Group USA Savings Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$599,775,276 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Schaeffler Group USA Savings Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schaeffler Group USA Savings Retirement Plan lands in the large band (4,937 participants).
Form 5500 schedule snapshot
Filing strip 570517596 · Schaeffler Group USA Inc. PY 2022 · 401(k)
Schaeffler Group USA Savings Retirement Plan · $600M · 4,937 · 98th
- PART $600M
- PART 4,937
- PART 98th
- PART 401(k)
- PART near Dollar General Corp 401(k) Savings and Retirement Plan
- PART ind #19972
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 South Carolina →
Schaeffler Group USA Savings Retirement Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $725M |
|---|---|
| Net Assets (End of Year) | $600M |
| Net Income | -$125M |
| Employer EIN | 570517596 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Schaeffler Group USA Inc.)
Sponsor-wide plan assets over time
All Schaeffler Group USA Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $948M 22.895118956585808% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,627 | $771M |
| 2023 | 1 | 4,857 | $716M |
| 2024 | 2 | 5,505 | $948M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $3.6B · 13,708
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.2B · 7,829
- Sonoco Retirement & Savings Plan $1.2B · 9,714
- The Milliken Retirement Plan $1.2B · 6,185
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.1B · 11,881
Schaeffler Group USA Savings Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Dollar General Corp 401(k) Savings and Retirement Plan in TN ($600M); by covered participants it is Thrift & Investment Plan of Norfolk Southern Corporation and Participating Subsidiary Companies in GA (4,938 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($600M here).
- Dollar General Corp 401(k) Savings and Retirement Plan (TN) $600M · 185,609
- Childrens Hospital Los Angeles Employees' 401(k) Plan (CA) $600M · 4,905
- Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 401(k) Savings and Investment Plan (MA) $600M · 2,008
- Corelogic, Inc. 401(k) Savings Plan (CA) $601M · 4,364
Similar participant headcount
Nearest other-state filings by covered participants (4,937 participants); asset peers above are excluded.
- Thrift & Investment Plan of Norfolk Southern Corporation and Participating Subsidiary Companies (GA) 4,938 · 1 off
- The Talbots, Inc. Retirement Savings 401(k) Plan (MA) 4,938 · 1 off
- Carters 401(k) Savings Plan (GA) 4,935 · 2 off
- Athletico, Ltd. Employees Profit Sharing Plan (IL) 4,934 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.