401(k) · DOL Form 5500 · 2024
Schmitz Ready Mix, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 149
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $80,499
- Avg per participant Below avg balance/head
Official DOL plan name: Schmitz Ready Mix, Inc. 401(k) Savings Plan · Sponsored by Schmitz Ready Mix, Inc. · Wisconsin · Manufacturing
$12M in assets, 149 participants
Schmitz Ready Mix, Inc.'s Schmitz Ready Mix, Inc. 401(k) Savings Plan reported $12M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #8,245 in Manufacturing (17,777 peers)
Coverage in Wisconsin
Schmitz Ready Mix, Inc. 401(k) Savings Plan covers 149 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $12M.
- #8,245
- in Manufacturing (17,777 peers)
- +18.4%
- assets growth YoY
Schmitz Ready Mix, Inc. 401(k) Savings Plan's mid-pack asset rank among Manufacturing and all filers
Schmitz Ready Mix, Inc. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,994,287 Top 40% higher than 60% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Schmitz Ready Mix, Inc. 401(k) Savings 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. Schmitz Ready Mix, Inc. 401(k) Savings Plan sits mid-pack in the medium band (149 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Schmitz Ready Mix, Inc. 401(k) Savings Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Schmitz Ready Mix, Inc. 401(k) Savings Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Schmitz Ready Mix, Inc. 401(k) Savings Plan reported participants rose from 126 in the plan year 2023 filing to 149 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 391615888 · Schmitz Ready Mix, Inc. PY 2024 · 401(k)
Schmitz Ready Mix, Inc. 401(k) Savings Plan · $12M · 149 · 60th
- VS-ST $12M
- BOY 149
- SCH 60th
- EBSA 401(k)
- PART near Mikuni Restaurant Group, Inc. 401(k) Plan
- TYPE ind #8245
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 Manufacturing retirement plans → · Plans in Wisconsin →
Schmitz Ready Mix, Inc. 401(k) Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 391615888 |
| Plan Effective Date | 1984-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Schmitz Ready Mix, Inc.)
Sponsor-wide plan assets over time
All Schmitz Ready Mix, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 53.57218353703077% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 126 | $8M |
| 2023 | 1 | 126 | $10M |
| 2024 | 1 | 149 | $12M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Schmitz Ready Mix, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Mikuni Restaurant Group, Inc. 401(k) Plan in CA ($12M); by covered participants it is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.
- Tier1 Integrity, LLC 401(k) Plan (TX) 149 · 0 off
- Venus Construction Company 401(k) Plan (TX) 149 · 0 off
- H.E.P. Materials Corp. 401(k) Profit Sharing Plan (NY) 149 · 0 off
- Roundstone Management, Ltd. 401(k) Plan (OH) 149 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.