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
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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

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

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.

See the national 2023→2024 release diff →

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

Mikuni Restaurant Group, Inc. 401(k) PlanMikuni Restaurant Group, Inc…$12MHussmann Corporation Employee Savings Plan for United Steelworkers of America, Local 9014 EmployeesHussmann Corporation Employe…$12MAltmeyer Funeral Homes, Inc. 401(k) PlanAltmeyer Funeral Homes, Inc.…$12MNetwork Innovations 401(k) PlanNetwork Innovations 401(k) P…$12MSchmitz Ready Mix, Inc. 401(k) Savings PlanSchmitz Ready Mix, Inc. 401(…$12M
End-of-year total assets ($M) among Schmitz Ready Mix, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN391615888
Plan Effective Date1984-12-01
Filing StatusFILING 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
$6M$8M$10M$12M$14M 202220232024 $7.81M $12M ▲ +53.5%
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.

Schmitz Ready Mix, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Schmitz Ready Mix, Inc. 401(k) Savings Plan, Total assets ($B): 0.011994287 · Participants: 149Schmitz Ready Mix, Inc. 401(k) Savings 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
Schmitz Ready Mix, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Schmitz Ready Mix, Inc. 401(k) Savings Plan assets move in 2024?
Schmitz Ready Mix, Inc. 401(k) Savings Plan grew sharply - up 18.4% during 2024, from $10M to $12M. Reported net income was $2M.
How have Schmitz Ready Mix, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Schmitz Ready Mix, Inc.'s sponsor-wide assets grew 53.6%, from $8M to $12M.
Which 401(k) plans are similar in size to Schmitz Ready Mix, Inc. 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Mikuni Restaurant Group, Inc. 401(k) Plan in CA ($12M, 596 participants).
Which 401(k) plans cover a similar participant headcount to Schmitz Ready Mix, Inc. 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants, $646K in assets).