401(k) · DOL Form 5500 · 2024

Schlossmann Automotive Group, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
250
Participants Below avg headcount
77th
Percentile by assets National rank
$120,298
Avg per participant Near avg balance/head
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Official DOL plan name: Schlossmann Automotive Group, Inc. 401(k) Plan · Sponsored by Schlossmann Automotive Group, Inc. · Wisconsin · Management of Enterprises

$30M in assets, 250 participants

Schlossmann Automotive Group, Inc.'s Schlossmann Automotive Group, Inc. 401(k) Plan reported $30M in total assets and 250 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #669 in Management of Enterprises (1,133 peers)

Coverage in Wisconsin

Schlossmann Automotive Group, Inc. 401(k) Plan covers 250 participants in Wisconsin, about 44% of the average Wisconsin filer (state average ~563 per filing). Assets: $30M.

#669
in Management of Enterprises (1,133 peers)
+5.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Schlossmann Automotive Group, Inc. 401(k) Plan's outsized position by total assets

Schlossmann Automotive Group, Inc. 401(k) Plan vs every filed plan by assets

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

$30,074,596 Top 23% higher than 77% 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

Schlossmann Automotive Group, 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. Schlossmann Automotive Group, Inc. 401(k) Plan sits mid-pack in the medium band (250 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schlossmann Automotive Group, Inc. 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Schlossmann Automotive Group, Inc. 401(k) Plan reported participants fell from 351 in the plan year 2023 filing to 250 in the plan year 2024 filing.
  • Schlossmann Automotive Group, Inc. 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391501205 · Schlossmann Automotive Group, Inc. PY 2024 · 401(k)

Schlossmann Automotive Group, Inc. 401(k) Plan · $30M · 250 · 77th

  • BOOK $30M
  • VS-ST 250
  • BOY 77th
  • SCH 401(k)
  • EBSA near The Summit Federal Credit Union 401(k) Plan
  • PART ind #669

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 Management of Enterprises retirement plans → · Plans in Wisconsin →

Schlossmann Automotive Group, Inc. 401(k) Plan in the asset neighbourhood

Smith Schafer and Associates, Ltd. 401(k) Plan and TrustSmith Schafer and Associates…$30MPraxis Medical Group 401(k) PlanPraxis Medical Group 401(k) …$30MSchlossmann Automotive Group, Inc. 401(k) PlanSchlossmann Automotive Group…$30MThe Summit Federal Credit Union 401(k) PlanThe Summit Federal Credit Un…$30MSafeguard Properties Management, LLC 401(k) Profit Sharing PlanSafeguard Properties Managem…$30M
End-of-year total assets ($M) among Schlossmann Automotive Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$30M
Net Income$2M
Employer EIN391501205
Plan Effective Date1974-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schlossmann Automotive Group, Inc.)

Sponsor-wide plan assets over time

All Schlossmann Automotive Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 25.357575042157393% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $24M $30.1M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 266 $24M
2023 1 351 $28M
2024 1 250 $30M

Nearby 401(k) Plans in Wisconsin

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

Schlossmann Automotive Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Schlossmann Automotive Group, Inc. 401(k) Plan, Total assets ($B): 0.030074596 · Participants: 250Schlossmann Automotive Group, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Schlossmann Automotive Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Schlossmann Automotive Group, Inc. 401(k) Plan side-by-side with 3 peers →

Schlossmann Automotive Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Summit Federal Credit Union 401(k) Plan in NY ($30M); by covered participants it is Grand Care Health Services, LLC 401(k) Plan in CA (250 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (250 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 Schlossmann Automotive Group, Inc. 401(k) Plan assets move in 2024? ▼
Schlossmann Automotive Group, Inc. 401(k) Plan grew at a solid clip - up 5.6% during 2024, from $28M to $30M. Reported net income was $2M.
How have Schlossmann Automotive Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schlossmann Automotive Group, Inc.'s sponsor-wide assets grew 25.4%, from $24M to $30M.
Where does Schlossmann Automotive Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Schlossmann Automotive Group, Inc. 401(k) Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Schlossmann Automotive Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Summit Federal Credit Union 401(k) Plan in NY ($30M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Schlossmann Automotive Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grand Care Health Services, LLC 401(k) Plan in CA (250 participants, $1M 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 391501205.

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.