401(k) · DOL Form 5500 · 2024

Schlotterbeck & Foss Company 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 186
Participants Below avg headcount: 47th
Percentile by assets National rank: $34,650
Avg per participant Low balance/head

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Official DOL plan name: Schlotterbeck & Foss 401(k) Plan · Sponsored by Schlotterbeck & Foss Company · Maine · Manufacturing

$6M in assets, 186 participants

Schlotterbeck & Foss Company's Schlotterbeck & Foss 401(k) Plan reported $6M in total assets and 186 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

#5,401 in Manufacturing (17,777 peers)

Coverage in Maine

Schlotterbeck & Foss 401(k) Plan covers 186 participants in Maine, about 39% of the average Maine filer (state average ~472 per filing). Assets: $6M.

#5,401
in Manufacturing (17,777 peers): +20.2%
assets growth YoY

Schlotterbeck & Foss 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Schlotterbeck & Foss 401(k) Plan vs every filed plan by assets

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

$6,444,969 47th percentile higher than 47% 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

Schlotterbeck & Foss 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. Schlotterbeck & Foss 401(k) Plan sits mid-pack in the medium band (186 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Schlotterbeck & Foss 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Schlotterbeck & Foss 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Schlotterbeck & Foss 401(k) Plan reported participants fell from 196 in the plan year 2023 filing to 186 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 200272422 · Schlotterbeck & Foss Company PY 2024 · 401(k)

Schlotterbeck & Foss 401(k) Plan · $6M · 186 · 47th

SCH $6M
EBSA 186
PART 47th
TYPE 401(k)
NET near Proletariat 401(k) Plan
BOOK ind #5401

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 Maine →

End-of-year total assets ($M) among Schlotterbeck & Foss 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maine filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$1M
Employer EIN	200272422
Plan Effective Date	1978-12-31
Filing Status	FILING RECEIVED

Sponsor Plan History (Schlotterbeck & Foss Company)

Latest sponsor-wide plan assets: $6M 47.70280357082699% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	262	$4M
2023	1	196	$5M
2024	1	186	$6M

Nearby 401(k) Plans in Maine

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

Schlotterbeck & Foss 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants

Td 401(k) Retirement Plan $6.0B · 31,654
Unum Group 401(k) Retirement Plan $2.5B · 9,451
Idexx Retirement and Incentive Savings Plan $1.2B · 6,776
Hannaford Bros. Co. 401(k) Plan $1.1B · 29,915
Ahold Delhaize USA Services 401(k) Plan $1.0B · 3,012

Compare Schlotterbeck & Foss 401(k) Plan side-by-side with 3 peers →

Schlotterbeck & Foss 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Proletariat 401(k) Plan in MA ($6M); by covered participants it is Recovery Unplugged 401(k) Plan in FL (186 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Proletariat 401(k) Plan (MA) $6M · N/A
Retirement Savings Plan for Employees of Janus Youth Programs, Inc. (OR) $6M · 184
Surgery Center, Jv 401(k) Retirement Plan (AL) $6M · 221
Pluff Mud Ventures, Inc. 401(k) Plan (NC) $6M · 56

Similar participant headcount

Nearest other-state filings by covered participants (186 participants); asset peers above are excluded.

Recovery Unplugged 401(k) Plan (FL) 186 · 0 off
Pure Barre LLC 401(k) Profit Sharing Plan & Trust (CA) 186 · 0 off
Playstudios US, LLC 401(k) Plan (NV) 186 · 0 off
The Searing Industries Retirement Savings Plan (CA) 186 · 0 off

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 Schlotterbeck & Foss 401(k) Plan assets move in 2024? ▼

Schlotterbeck & Foss 401(k) Plan grew sharply - up 20.2% during 2024, from $5M to $6M. Reported net income was $1M.

How have Schlotterbeck & Foss Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Schlotterbeck & Foss Company's sponsor-wide assets grew 47.7%, from $4M to $6M.

Which 401(k) plans are similar in size to Schlotterbeck & Foss 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Proletariat 401(k) Plan in MA ($6M, N/A participants).

Which 401(k) plans cover a similar participant headcount to Schlotterbeck & Foss 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Recovery Unplugged 401(k) Plan in FL (186 participants, $859K 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 200272422.