401(k) · DOL Form 5500 · 2024
Schmidt Family Restaurant Grou 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 1,191
- Participants Near avg headcount
- 36th
- Percentile by assets National rank
- $2,953
- Avg per participant Low balance/head
Official DOL plan name: Schmidt Family Restaurant Grou 401(k) Profit Sharing Plan & Trust · Sponsored by Schmidt Family Restaurant Grou · Ohio · Food Services & Accommodation
$4M in assets, 1,191 participants
Schmidt Family Restaurant Grou's Schmidt Family Restaurant Grou 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 1,191 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #2,624 in Food Services & Accommodation (3,672 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Schmidt Family Restaurant Grou 401(k) Profit Sharing Plan & Trust ranks #2,624 of 3,672 2024 filers by assets (556% of the sector average)-$4M for 1,191 participants.
- #2,624
- in Food Services & Accommodation (3,672 peers)
- +12.3%
- assets growth YoY
Schmidt Family Restaurant Grou 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Food Services & Accommodation and all filers
Schmidt Family Restaurant Grou 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,516,920 36th percentile higher than 36% 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
Schmidt Family Restaurant Grou 401(k) Profit Sharing Plan & Trust's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schmidt Family Restaurant Grou 401(k) Profit Sharing Plan & Trust lands in the large band (1,191 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Schmidt Family Restaurant Grou 401(k) Profit Sharing Plan & Trust reported net income fell from $581K in the plan year 2023 filing to $384K in the plan year 2024 filing.
- Schmidt Family Restaurant Grou 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Schmidt Family Restaurant Grou 401(k) Profit Sharing Plan & Trust reported participants fell from 1,223 in the plan year 2023 filing to 1,191 in the plan year 2024 filing.
DOL schedule card
Filing strip 475190200 · Schmidt Family Restaurant Grou PY 2024 · 401(k)
Schmidt Family Restaurant Grou 401(k) Profit Sharing Plan & Trust · $4M · 1,191 · 36th
- PCT $4M
- EIN 1,191
- RANK 36th
- PHOTO 401(k)
- IND near Firstronic, LLC Profit Sharing 401(k) Plan
- EOY ind #2624
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 Food Services & Accommodation retirement plans → · Plans in Ohio →
Schmidt Family Restaurant Grou 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $384K |
| Employer EIN | 475190200 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Schmidt Family Restaurant Grou)
Sponsor-wide plan assets over time
All Schmidt Family Restaurant Grou plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 37.8088328184487% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,022 | $3M |
| 2023 | 1 | 1,223 | $3M |
| 2024 | 1 | 1,191 | $4M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Schmidt Family Restaurant Grou 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Firstronic, LLC Profit Sharing 401(k) Plan in MI ($4M); by covered participants it is Shockwave Medical, Inc. 401(k) Plan in CA (1,191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,191 participants); asset peers above are excluded.
- Shockwave Medical, Inc. 401(k) Plan (CA) 1,191 · 0 off
- Farm Bureau Employees' 401(k) Plan (MI) 1,191 · 0 off
- Universal Property & Casualty 401(k) Profit Sharing Plan (FL) 1,191 · 0 off
- Chesapeake Eye Care Management, LLC 401(k) Plan (MD) 1,191 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.