401(k) · DOL Form 5500 · 2024
Schmidt Wallace Healthcare Management Company 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 960
- Participants Near avg headcount
- 69th
- Percentile by assets National rank
- $19,877
- Avg per participant Low balance/head
Official DOL plan name: Schmidt Wallace Healthcare Management Company, Inc. 401(k) Retirement Savings · Sponsored by Schmidt Wallace Healthcare Management Company · Alabama · Healthcare & Social Assistance
$19M in assets, 960 participants
Schmidt Wallace Healthcare Management Company's Schmidt Wallace Healthcare Management Company, Inc. 401(k) Retirement Savings reported $19M in total assets and 960 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #12,527 in Healthcare & Social Assistance (16,916 peers)
Coverage in Alabama
Schmidt Wallace Healthcare Management Company, Inc. 401(k) Retirement Savings covers 960 participants in Alabama, 2.7x the typical Alabama plan (state average ~360 per filing). Assets: $19M.
- #12,527
- in Healthcare & Social Assistance (16,916 peers)
- +8.3%
- assets growth YoY
Schmidt Wallace Healthcare Management Company, Inc. 401(k) Retirement Savings's outsized position by total assets
Schmidt Wallace Healthcare Management Company, Inc. 401(k) Retirement Savings vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,081,640 Top 31% higher than 69% 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 Wallace Healthcare Management Company, Inc. 401(k) Retirement Savings 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. Schmidt Wallace Healthcare Management Company, Inc. 401(k) Retirement Savings sits mid-pack in the medium band (960 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Schmidt Wallace Healthcare Management Company, Inc. 401(k) Retirement Savings reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Schmidt Wallace Healthcare Management Company, Inc. 401(k) Retirement Savings reported participants rose from 858 in the plan year 2023 filing to 960 in the plan year 2024 filing.
- Schmidt Wallace Healthcare Management Company, Inc. 401(k) Retirement Savings end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 631278870 · Schmidt Wallace Healthcare Management Company PY 2024 · 401(k)
Schmidt Wallace Healthcare Management Company, Inc. 401(k) Retirement Savings · $19M · 960 · 69th
- PHOTO $19M
- PHOTO 960
- PHOTO 69th
- PHOTO 401(k)
- PHOTO near Tri City Rentals 401(k) Plan
- PHOTO ind #12527
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 Healthcare & Social Assistance retirement plans → · Plans in Alabama →
Schmidt Wallace Healthcare Management Company, Inc. 401(k) Retirement Savings in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $1M |
| Employer EIN | 631278870 |
| Plan Effective Date | 2002-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Schmidt Wallace Healthcare Management Company)
Sponsor-wide plan assets over time
All Schmidt Wallace Healthcare Management Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 23.403986175285084% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,006 | $15M |
| 2023 | 1 | 858 | $18M |
| 2024 | 1 | 960 | $19M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
Schmidt Wallace Healthcare Management Company, Inc. 401(k) Retirement Savings's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Tri City Rentals 401(k) Plan in NY ($19M); by covered participants it is Hrl Retirement Savings Plan for Non-Bargained Employees in CA (960 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Tri City Rentals 401(k) Plan (NY) $19M · 307
- Xellia Pharmaceuticals 401(k) Plan (IL) $19M · 375
- Royal Poinciana Golf Club 401(k) Retirement Plan (FL) $19M · 212
- Bardin Hill Investment Partners LP Profit Sharing Plan (NY) $19M · 52
Similar participant headcount
Nearest other-state filings by covered participants (960 participants); asset peers above are excluded.
- Hrl Retirement Savings Plan for Non-Bargained Employees (CA) 960 · 0 off
- Jacuzzi 401(k) Plan (CA) 960 · 0 off
- Gerdau Macsteel Savings Plan for Bargaining Employees (MI) 960 · 0 off
- Washington Gas Light Company Savings Plan (DC) 960 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.