401(k) · DOL Form 5500 · 2024

A.L. Schutzman Company 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
116
Participants Small participant base
51st
Percentile by assets National rank
$70,427
Avg per participant Below avg balance/head
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Official DOL plan name: A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan · Sponsored by A.L. Schutzman Company · Wisconsin · Wholesale Trade

$8M in assets, 116 participants

A.L. Schutzman Company's A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #2,538 in Wholesale Trade (6,080 peers)

Coverage in Wisconsin

A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan covers 116 participants in Wisconsin, about 21% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#2,538
in Wholesale Trade (6,080 peers)
+12.6%
assets growth YoY

A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,169,495 Top 49% higher than 51% 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

A.L. Schutzman Company, Inc. 401(k) 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. A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $915K in the plan year 2024 filing.
  • A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan reported participants fell from 136 in the plan year 2023 filing to 116 in the plan year 2024 filing.
  • A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 390602420 · A.L. Schutzman Company PY 2024 · 401(k)

A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan · $8M · 116 · 51st

  • BOY $8M
  • SCH 116
  • EBSA 51st
  • PART 401(k)
  • TYPE near Varney, Inc. 401(k) & Profit Sharing Plan
  • NET ind #2538

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

A.L. Schutzman Company, Inc. 401(k) Profit Sharing PlanA.L. Schutzman Company, Inc.…$8MVarney, Inc. 401(k) & Profit Sharing PlanVarney, Inc. 401(k) & Profit…$8MCenta Medical Group, P.a. 401(k) Profit Sharing PlanCenta Medical Group, P.a. 40…$8MMountain View Child Care, Inc. 401(k) PlanMountain View Child Care, In…$8MDonelan's Savings & Investment PlanDonelan's Savings & Investme…$8M
End-of-year total assets ($M) among A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$915K
Employer EIN390602420
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A.L. Schutzman Company)

Sponsor-wide plan assets over time

All A.L. Schutzman Company plans reported in each filing year

Latest sponsor-wide plan assets
$8M 11.411993608347498% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M 202220232024 $7.33M $8.17M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 136 $7M
2023 1 136 $7M
2024 1 116 $8M

Nearby 401(k) Plans in Wisconsin

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

A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.008169495 · Participants: 116A.L. Schutzman Company, Inc. 401(k) Profit Sharing 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
A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Varney, Inc. 401(k) & Profit Sharing Plan in VA ($8M); by covered participants it is Steelseries 401(k) Plan in IL (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 12.6% during 2024, from $7M to $8M. Reported net income was $915K.
How have A.L. Schutzman Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A.L. Schutzman Company's sponsor-wide assets grew 11.4%, from $7M to $8M.
Which 401(k) plans are similar in size to A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Varney, Inc. 401(k) & Profit Sharing Plan in VA ($8M, 154 participants).
Which 401(k) plans cover a similar participant headcount to A.L. Schutzman Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Steelseries 401(k) Plan in IL (116 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 390602420.

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.