401(k) · DOL Form 5500 · 2024

Schafer Richardson, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
92
Participants Small participant base
53rd
Percentile by assets National rank
$95,021
Avg per participant Below avg balance/head
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Official DOL plan name: Schafer Richardson, LLC 401(k) Retirement Plan · Sponsored by Schafer Richardson, LLC · Minnesota · Real Estate

$9M in assets, 92 participants

Schafer Richardson, LLC's Schafer Richardson, LLC 401(k) Retirement Plan reported $9M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,278 in Real Estate (4,605 peers)

Schafer Richardson, LLC multi-year trail

Schafer Richardson, LLC's plans moved +64.8% in assets from 2022 to 2024; this filing shows Schafer Richardson, LLC 401(k) Retirement Plan at $9M / 92 participants.

#3,278
in Real Estate (4,605 peers)
+27.9%
assets growth YoY

Schafer Richardson, LLC 401(k) Retirement Plan's mid-pack asset rank among Real Estate and all filers

Schafer Richardson, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$8,741,917 Top 47% higher than 53% 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

Schafer Richardson, LLC 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schafer Richardson, LLC 401(k) Retirement Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schafer Richardson, LLC 401(k) Retirement Plan reported participants rose from 56 in the plan year 2023 filing to 92 in the plan year 2024 filing.
  • Schafer Richardson, LLC 401(k) Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Schafer Richardson, LLC 401(k) Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 814833253 · Schafer Richardson, LLC PY 2024 · 401(k)

Schafer Richardson, LLC 401(k) Retirement Plan · $9M · 92 · 53rd

  • ASSETS $9M
  • ASSETS 92
  • ASSETS 53rd
  • ASSETS 401(k)
  • ASSETS near Sheely's Furniture & Appliance Co., Inc. 401(k) Plan
  • ASSETS ind #3278

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 Real Estate retirement plans → · Plans in Minnesota →

Schafer Richardson, LLC 401(k) Retirement Plan in the asset neighbourhood

Schafer Richardson, LLC 401(k) Retirement PlanSchafer Richardson, LLC 401(…$9MSheely's Furniture & Appliance Co., Inc. 401(k) PlanSheely's Furniture & Applian…$9MAtomwise 401(k) Plan$9MPci Synthesis 401(k) Retirement PlanPci Synthesis 401(k) Retirem…$9MWestview Nursing Care & Rehabilitation Center, Inc. Savings & Retirement PlanWestview Nursing Care & Reha…$9M
End-of-year total assets ($M) among Schafer Richardson, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Schafer Richardson, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Schafer Richardson, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 64.84211625948531% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.3M $8.74M ▲ +64.9%
Year Plans Participants Total Assets
2022 1 46 $5M
2023 1 56 $7M
2024 1 92 $9M

Schafer Richardson, LLC filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN814833253
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Schafer Richardson, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Schafer Richardson, LLC 401(k) Retirement Plan, Total assets ($B): 0.008741917 · Participants: 92Schafer Richardson, LLC 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Schafer Richardson, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Schafer Richardson, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Schafer Richardson, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Sheely's Furniture & Appliance Co., Inc. 401(k) Plan in OH ($9M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Schafer Richardson, LLC 401(k) Retirement Plan assets move in 2024? ▼
Schafer Richardson, LLC 401(k) Retirement Plan grew sharply - up 27.9% during 2024, from $7M to $9M. Reported net income was $2M.
How have Schafer Richardson, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schafer Richardson, LLC's sponsor-wide assets grew 64.8%, from $5M to $9M.
Which 401(k) plans are similar in size to Schafer Richardson, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sheely's Furniture & Appliance Co., Inc. 401(k) Plan in OH ($9M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Schafer Richardson, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants, $487K 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 814833253.

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.