401(k) · DOL Form 5500 · 2024

Schumann Steier Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
28th
Percentile by assets National rank
$435,805
Avg per participant High balance/head
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Official DOL plan name: Schumann Steier Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Schumann Steier Inc · Texas · Wholesale Trade

$2M in assets, 4 participants

Schumann Steier Inc's Schumann Steier Inc 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,040 in Wholesale Trade (6,080 peers)

Schumann Steier Inc multi-year trail

Schumann Steier Inc's plans moved +31.4% in assets from 2022 to 2024; this filing shows Schumann Steier Inc 401(k) Profit Sharing Plan & Trust at $2M / 4 participants.

#1,040
in Wholesale Trade (6,080 peers)
+7.1%
assets growth YoY

Schumann Steier Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Schumann Steier Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,743,221 28th percentile higher than 28% 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

Schumann Steier Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schumann Steier Inc 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schumann Steier Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $301K in the plan year 2023 filing to $116K in the plan year 2024 filing.
  • Schumann Steier Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 061296497 · Schumann Steier Inc PY 2024 · 401(k)

Schumann Steier Inc 401(k) Profit Sharing Plan & Trust · $2M · 4 · 28th

  • RANK $2M
  • PHOTO 4
  • IND 28th
  • EOY 401(k)
  • 5500 near Bethesda Health and Wellness Inc. Retirement Plan
  • ASSETS ind #1040

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 Texas →

Schumann Steier Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Schumann Steier Inc 401(k) Profit Sharing Plan & TrustSchumann Steier Inc 401(k) P…$2MBethesda Health and Wellness Inc. Retirement PlanBethesda Health and Wellness…$2MSeattle Neuropsychiatric Treat 401(k) Profit Sharing Plan & TrustSeattle Neuropsychiatric Tre…$2MKalogeris Physical Therapy Cen 401(k) Profit Sharing Plan & TrustKalogeris Physical Therapy C…$2MCentral Professional Services 401(k) PlanCentral Professional Service…$2M
End-of-year total assets ($M) among Schumann Steier Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Schumann Steier Inc multi-year asset trail

Sponsor-wide plan assets over time

All Schumann Steier Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 31.36635337665939% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M 202220232024 $1.33M $1.74M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 4 $2M
2024 1 4 $2M

Schumann Steier Inc filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$116K
Employer EIN061296497
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Schumann Steier Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Schumann Steier Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001743221 · Participants: 4Schumann Steier Inc 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Schumann Steier Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Schumann Steier Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Schumann Steier Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bethesda Health and Wellness Inc. Retirement Plan in WI ($2M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Schumann Steier Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Schumann Steier Inc 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 7.1% during 2024, from $2M to $2M. Reported net income was $116K.
How have Schumann Steier Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schumann Steier Inc's sponsor-wide assets grew 31.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Schumann Steier Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bethesda Health and Wellness Inc. Retirement Plan in WI ($2M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Schumann Steier Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 061296497.

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.