401(k) · DOL Form 5500 · 2024

Steven Schaefer Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
97
Participants Small participant base
77th
Percentile by assets National rank
$301,874
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Schaefer 401(k) Profit Sharing Plan · Sponsored by Steven Schaefer Associates, Inc. · Ohio · Professional & Technical Services

$29M in assets, 97 participants

Steven Schaefer Associates, Inc.'s Schaefer 401(k) Profit Sharing Plan reported $29M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,509 in Professional & Technical Services (20,173 peers)

Where Schaefer 401(k) Profit Sharing Plan sits by assets

Schaefer 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $29M for 97 participants (~$301,874/participant), up 18.8% in 2024.

#15,509
in Professional & Technical Services (20,173 peers)
+18.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Schaefer 401(k) Profit Sharing Plan's outsized position by total assets

Schaefer 401(k) Profit Sharing Plan vs every filed plan by assets

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

$29,281,741 Top 23% higher than 77% 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 401(k) Profit Sharing 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. Schaefer 401(k) Profit Sharing Plan is a small filing (97 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 310964154 · Steven Schaefer Associates, Inc. PY 2024 · 401(k)

Schaefer 401(k) Profit Sharing Plan · $29M · 97 · 77th

  • IND $29M
  • IND 97
  • IND 77th
  • IND 401(k)
  • IND near Certco, Inc. Non-Union Savings Plan
  • IND ind #15509

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Schaefer 401(k) Profit Sharing Plan in the asset neighbourhood

Schaefer 401(k) Profit Sharing PlanSchaefer 401(k) Profit Shari…$29MCertco, Inc. Non-Union Savings PlanCertco, Inc. Non-Union Savin…$29MMccabe, Hamilton & Renny Company, Limited 401(k) Retirement Savings PlanMccabe, Hamilton & Renny Com…$29MQuora, Inc. 401(k) Plan$29MAaronson, Rappaport, Feinstein & Deutsch, LLP 401(k) PlanAaronson, Rappaport, Feinste…$29M
End-of-year total assets ($M) among Schaefer 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN310964154
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Schaefer 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Schaefer 401(k) Profit Sharing Plan, Total assets ($B): 0.029281741 · Participants: 97Schaefer 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Schaefer 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Schaefer 401(k) Profit Sharing Plan side-by-side with 3 peers →

Schaefer 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Certco, Inc. Non-Union Savings Plan in WI ($29M); by covered participants it is Employee Benefit Plan of Suburban Access, Inc. in IL (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 401(k) Profit Sharing Plan assets move in 2024? ▼
Schaefer 401(k) Profit Sharing Plan grew sharply - up 18.8% during 2024, from $25M to $29M. Reported net income was $5M.
Where does Schaefer 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Schaefer 401(k) Profit Sharing Plan ranks in the 77th 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 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Certco, Inc. Non-Union Savings Plan in WI ($29M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Schaefer 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Suburban Access, Inc. in IL (97 participants, $4M 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 310964154.

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.