401(k) · DOL Form 5500 · 2024

Barta - Schoenewald, Inc. Dba Advanced Motion Controls 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
124
Participants Small participant base
69th
Percentile by assets National rank
$151,915
Avg per participant Above avg balance/head
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Official DOL plan name: Advanced Motion Controls 401(k) Plan · Sponsored by Barta - Schoenewald, Inc. Dba Advanced Motion Controls · California · Manufacturing

$19M in assets, 124 participants

Barta - Schoenewald, Inc. Dba Advanced Motion Controls's Advanced Motion Controls 401(k) Plan reported $19M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,370 in Manufacturing (17,777 peers)

Coverage in California

Advanced Motion Controls 401(k) Plan covers 124 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $19M.

#10,370
in Manufacturing (17,777 peers)
+15.9%
assets growth YoY

Advanced Motion Controls 401(k) Plan's outsized position by total assets

Advanced Motion Controls 401(k) Plan vs every filed plan by assets

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

$18,837,437 Top 31% higher than 69% 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

Advanced Motion Controls 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. Advanced Motion Controls 401(k) Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Advanced Motion Controls 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Advanced Motion Controls 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 954188955 · Barta - Schoenewald, Inc. Dba Advanced Motion Controls PY 2024 · 401(k)

Advanced Motion Controls 401(k) Plan · $19M · 124 · 69th

  • ASSETS $19M
  • ASSETS 124
  • ASSETS 69th
  • ASSETS 401(k)
  • ASSETS near Crown Motors, Ltd. 401(k) Plan
  • ASSETS ind #10370

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 California →

Advanced Motion Controls 401(k) Plan in the asset neighbourhood

Advanced Motion Controls 401(k) PlanAdvanced Motion Controls 401…$19MCrown Motors, Ltd. 401(k) PlanCrown Motors, Ltd. 401(k) Pl…$19MVermont Academy Defined Contribution Retirement PlanVermont Academy Defined Cont…$19MWoodburn Nursery & Azaleas, Inc. Retirement Plan and TrustWoodburn Nursery & Azaleas, …$19MW.G. Tomko, Incorporated Profit Sharing PlanW.G. Tomko, Incorporated Pro…$19M
End-of-year total assets ($M) among Advanced Motion Controls 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN954188955
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barta - Schoenewald, Inc. Dba Advanced Motion Controls)

Sponsor-wide plan assets over time

All Barta - Schoenewald, Inc. Dba Advanced Motion Controls plans reported in each filing year

Latest sponsor-wide plan assets
$19M 33.96962629052208% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.1M $18.8M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 122 $14M
2023 1 123 $16M
2024 1 124 $19M

Nearby 401(k) Plans in California

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

Advanced Motion Controls 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Advanced Motion Controls 401(k) Plan, Total assets ($B): 0.018837437 · Participants: 124Advanced Motion Controls 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Advanced Motion Controls 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Advanced Motion Controls 401(k) Plan side-by-side with 3 peers →

Advanced Motion Controls 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Crown Motors, Ltd. 401(k) Plan in MI ($19M); by covered participants it is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Advanced Motion Controls 401(k) Plan assets move in 2024? ▼
Advanced Motion Controls 401(k) Plan grew sharply - up 15.9% during 2024, from $16M to $19M. Reported net income was $3M.
How have Barta - Schoenewald, Inc. Dba Advanced Motion Controls plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barta - Schoenewald, Inc. Dba Advanced Motion Controls's sponsor-wide assets grew 34.0%, from $14M to $19M.
Which 401(k) plans are similar in size to Advanced Motion Controls 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crown Motors, Ltd. 401(k) Plan in MI ($19M, 208 participants).
Which 401(k) plans cover a similar participant headcount to Advanced Motion Controls 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants, N/A 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 954188955.

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.