401(k) · DOL Form 5500 · 2024

Jack Schmitt Family of Dealerships, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
166
Participants Small participant base
70th
Percentile by assets National rank
$116,184
Avg per participant Below avg balance/head
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Official DOL plan name: Jack Schmitt Family of Dealerships, Inc. 401(k) Plan · Sponsored by Jack Schmitt Family of Dealerships, Inc. · Illinois · Retail Trade

$19M in assets, 166 participants

Jack Schmitt Family of Dealerships, Inc.'s Jack Schmitt Family of Dealerships, Inc. 401(k) Plan reported $19M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,465 in Retail Trade (8,048 peers)

Coverage in Illinois

Jack Schmitt Family of Dealerships, Inc. 401(k) Plan covers 166 participants in Illinois, about 21% of the average Illinois filer (state average ~779 per filing). Assets: $19M.

#6,465
in Retail Trade (8,048 peers)
+11.5%
assets growth YoY

Jack Schmitt Family of Dealerships, Inc. 401(k) Plan's outsized position by total assets

Jack Schmitt Family of Dealerships, Inc. 401(k) Plan vs every filed plan by assets

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

$19,286,569 Top 30% higher than 70% 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

Jack Schmitt Family of Dealerships, Inc. 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. Jack Schmitt Family of Dealerships, Inc. 401(k) Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jack Schmitt Family of Dealerships, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Jack Schmitt Family of Dealerships, Inc. 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Jack Schmitt Family of Dealerships, Inc. 401(k) Plan reported participants rose from 161 in the plan year 2023 filing to 166 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 364186201 · Jack Schmitt Family of Dealerships, Inc. PY 2024 · 401(k)

Jack Schmitt Family of Dealerships, Inc. 401(k) Plan · $19M · 166 · 70th

  • TYPE $19M
  • TYPE 166
  • TYPE 70th
  • TYPE 401(k)
  • TYPE near Michigan Mutual Inc. 401(k) Plan
  • TYPE ind #6465

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 Retail Trade retirement plans → · Plans in Illinois →

Jack Schmitt Family of Dealerships, Inc. 401(k) Plan in the asset neighbourhood

Jack Schmitt Family of Dealerships, Inc. 401(k) PlanJack Schmitt Family of Deale…$19MMichigan Mutual Inc. 401(k) PlanMichigan Mutual Inc. 401(k) …$19MThe Envent Corporation Profit Sharing PlanThe Envent Corporation Profi…$19MGr Birdwell Construction, LP 401(k) Profit Sharing Plan & TrustGr Birdwell Construction, LP…$19MWittmann USA Inc.$19M
End-of-year total assets ($M) among Jack Schmitt Family of Dealerships, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN364186201
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jack Schmitt Family of Dealerships, Inc.)

Sponsor-wide plan assets over time

All Jack Schmitt Family of Dealerships, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 31.459292785411137% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.7M $19.3M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 178 $15M
2023 1 161 $17M
2024 1 166 $19M

Nearby 401(k) Plans in Illinois

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

Jack Schmitt Family of Dealerships, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Jack Schmitt Family of Dealerships, Inc. 401(k) Plan, Total assets ($B): 0.019286569 · Participants: 166Jack Schmitt Family of Dealerships, Inc. 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Jack Schmitt Family of Dealerships, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Jack Schmitt Family of Dealerships, Inc. 401(k) Plan side-by-side with 3 peers →

Jack Schmitt Family of Dealerships, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Michigan Mutual Inc. 401(k) Plan in MI ($19M); by covered participants it is Awesome 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Jack Schmitt Family of Dealerships, Inc. 401(k) Plan assets move in 2024? ▼
Jack Schmitt Family of Dealerships, Inc. 401(k) Plan grew at a solid clip - up 11.5% during 2024, from $17M to $19M. Reported net income was $2M.
How have Jack Schmitt Family of Dealerships, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jack Schmitt Family of Dealerships, Inc.'s sponsor-wide assets grew 31.5%, from $15M to $19M.
Which 401(k) plans are similar in size to Jack Schmitt Family of Dealerships, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Michigan Mutual Inc. 401(k) Plan in MI ($19M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Jack Schmitt Family of Dealerships, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Awesome 401(k) Plan in CA (166 participants, $43M 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 364186201.

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.