401(k) · DOL Form 5500 · 2024

Schraad & Associates-Sales/Marketing, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
165
Participants Small participant base
59th
Percentile by assets National rank
$71,610
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Schraad & Associates Sales/Marketing, Inc. 401(k) Plan · Sponsored by Schraad & Associates-Sales/Marketing, Inc. · Oklahoma · Wholesale Trade

$12M in assets, 165 participants

Schraad & Associates-Sales/Marketing, Inc.'s Schraad & Associates Sales/Marketing, Inc. 401(k) Plan reported $12M in total assets and 165 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,115 in Wholesale Trade (6,080 peers)

Coverage in Oklahoma

Schraad & Associates Sales/Marketing, Inc. 401(k) Plan covers 165 participants in Oklahoma, about 22% of the average Oklahoma filer (state average ~760 per filing). Assets: $12M.

#3,115
in Wholesale Trade (6,080 peers)
+28.7%
assets growth YoY

Schraad & Associates Sales/Marketing, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Schraad & Associates Sales/Marketing, Inc. 401(k) Plan vs every filed plan by assets

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

$11,815,719 Top 41% higher than 59% 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

Schraad & Associates Sales/Marketing, Inc. 401(k) 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. Schraad & Associates Sales/Marketing, Inc. 401(k) Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schraad & Associates Sales/Marketing, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Schraad & Associates Sales/Marketing, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Schraad & Associates Sales/Marketing, Inc. 401(k) Plan reported participants rose from 157 in the plan year 2023 filing to 165 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 471568101 · Schraad & Associates-Sales/Marketing, Inc. PY 2024 · 401(k)

Schraad & Associates Sales/Marketing, Inc. 401(k) Plan · $12M · 165 · 59th

  • NET $12M
  • NET 165
  • NET 59th
  • NET 401(k)
  • NET near G&a Strategy and Design LLC 401(k) Plan
  • NET ind #3115

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 Oklahoma →

Schraad & Associates Sales/Marketing, Inc. 401(k) Plan in the asset neighbourhood

Schraad & Associates Sales/Marketing, Inc. 401(k) PlanSchraad & Associates Sales/M…$12MResident Home, LLC 401(k) PlanResident Home, LLC 401(k) Pl…$12MG&a Strategy and Design LLC 401(k) PlanG&a Strategy and Design LLC …$12MRalph Brennan Restaurant Group 401(k) Retirement PlanRalph Brennan Restaurant Gro…$12MAaa South Jersey 401(k) Profit Sharing PlanAaa South Jersey 401(k) Prof…$12M
End-of-year total assets ($M) among Schraad & Associates Sales/Marketing, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN471568101
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schraad & Associates-Sales/Marketing, Inc.)

Sponsor-wide plan assets over time

All Schraad & Associates-Sales/Marketing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 69.76117500054956% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $6.96M $11.8M ▲ +69.8%
Year Plans Participants Total Assets
2022 1 140 $7M
2023 1 157 $9M
2024 1 165 $12M

Nearby 401(k) Plans in Oklahoma

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

Schraad & Associates Sales/Marketing, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Schraad & Associates Sales/Marketing, Inc. 401(k) Plan, Total assets ($B): 0.011815719 · Participants: 165Schraad & Associates Sales/Marketing, Inc. 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Schraad & Associates Sales/Marketing, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Schraad & Associates Sales/Marketing, Inc. 401(k) Plan side-by-side with 3 peers →

Schraad & Associates Sales/Marketing, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is G&a Strategy and Design LLC 401(k) Plan in NY ($12M); by covered participants it is One Off Hospitality Group, Ltd. 401(k) Plan in IL (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Schraad & Associates Sales/Marketing, Inc. 401(k) Plan assets move in 2024? ▼
Schraad & Associates Sales/Marketing, Inc. 401(k) Plan grew sharply - up 28.7% during 2024, from $9M to $12M. Reported net income was $3M.
How have Schraad & Associates-Sales/Marketing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schraad & Associates-Sales/Marketing, Inc.'s sponsor-wide assets grew 69.8%, from $7M to $12M.
Which 401(k) plans are similar in size to Schraad & Associates Sales/Marketing, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is G&a Strategy and Design LLC 401(k) Plan in NY ($12M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Schraad & Associates Sales/Marketing, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is One Off Hospitality Group, Ltd. 401(k) Plan in IL (165 participants, $3M 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 471568101.

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.