401(k) · DOL Form 5500 · 2024

C.G. Schmidt, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
148
Participants Small participant base
81st
Percentile by assets National rank
$267,918
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: C.G. Schmidt, Inc. Defined Contribution Plan · Sponsored by C.G. Schmidt, Inc. · Wisconsin · Wholesale Trade

$40M in assets, 148 participants

C.G. Schmidt, Inc.'s C.G. Schmidt, Inc. Defined Contribution Plan reported $40M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #4,946 in Wholesale Trade (6,080 peers)

Coverage in Wisconsin

C.G. Schmidt, Inc. Defined Contribution Plan covers 148 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $40M.

#4,946
in Wholesale Trade (6,080 peers)
+19.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

C.G. Schmidt, Inc. Defined Contribution Plan's outsized position by total assets

C.G. Schmidt, Inc. Defined Contribution Plan vs every filed plan by assets

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

$39,651,811 Top 19% higher than 81% 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

C.G. Schmidt, Inc. Defined Contribution 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. C.G. Schmidt, Inc. Defined Contribution Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • C.G. Schmidt, Inc. Defined Contribution Plan reported net income rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • C.G. Schmidt, Inc. Defined Contribution Plan reported participants rose from 121 in the plan year 2023 filing to 148 in the plan year 2024 filing.
  • C.G. Schmidt, Inc. Defined Contribution Plan end-of-year assets rose from $33M in the plan year 2023 filing to $40M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 390755565 · C.G. Schmidt, Inc. PY 2024 · 401(k)

C.G. Schmidt, Inc. Defined Contribution Plan · $40M · 148 · 81st

  • 5500 $40M
  • 5500 148
  • 5500 81st
  • 5500 401(k)
  • 5500 near Rtm & Associates, Inc. Profit Sharing/401(k) Plan
  • 5500 ind #4946

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 →

C.G. Schmidt, Inc. Defined Contribution Plan in the asset neighbourhood

C.G. Schmidt, Inc. Defined Contribution PlanC.G. Schmidt, Inc. Defined C…$40MRtm & Associates, Inc. Profit Sharing/401(k) PlanRtm & Associates, Inc. Profi…$40MTate Access Floors, Inc. Retirement Savings PlanTate Access Floors, Inc. Ret…$40MCochran Inc. 401(k) Plan$40MOtelco Telephone LLC Savings TrustOtelco Telephone LLC Savings…$40M
End-of-year total assets ($M) among C.G. Schmidt, Inc. Defined Contribution Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$40M
Net Income$7M
Employer EIN390755565
Plan Effective Date1981-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (C.G. Schmidt, Inc.)

Sponsor-wide plan assets over time

All C.G. Schmidt, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 42.16022694117646% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.9M $39.7M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 111 $28M
2023 1 121 $33M
2024 1 148 $40M

Nearby 401(k) Plans in Wisconsin

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

C.G. Schmidt, Inc. Defined Contribution Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants C.G. Schmidt, Inc. Defined Contribution Plan, Total assets ($B): 0.039651811 · Participants: 148C.G. Schmidt, Inc. Defined Contribution 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
C.G. Schmidt, Inc. Defined Contribution Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare C.G. Schmidt, Inc. Defined Contribution Plan side-by-side with 3 peers →

C.G. Schmidt, Inc. Defined Contribution Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Rtm & Associates, Inc. Profit Sharing/401(k) Plan in IL ($40M); by covered participants it is Contentful 401(k) Plan in CO (148 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (148 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 C.G. Schmidt, Inc. Defined Contribution Plan assets move in 2024? ▼
C.G. Schmidt, Inc. Defined Contribution Plan grew sharply - up 19.7% during 2024, from $33M to $40M. Reported net income was $7M.
How have C.G. Schmidt, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C.G. Schmidt, Inc.'s sponsor-wide assets grew 42.2%, from $28M to $40M.
Where does C.G. Schmidt, Inc. Defined Contribution Plan rank by assets among Form 5500 filers? ▼
C.G. Schmidt, Inc. Defined Contribution Plan ranks in the 81st 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 C.G. Schmidt, Inc. Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rtm & Associates, Inc. Profit Sharing/401(k) Plan in IL ($40M, 377 participants).
Which 401(k) plans cover a similar participant headcount to C.G. Schmidt, Inc. Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Contentful 401(k) Plan in CO (148 participants, $8M 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 390755565.

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.