401(k) · DOL Form 5500 · 2024
Jim Schroeder Construction, Inc 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $336,960
- Avg per participant High balance/head
Official DOL plan name: Jim Schroeder Construction, Inc. Profit Sharing Plan · Sponsored by Jim Schroeder Construction, Inc · Iowa · Construction
$5M in assets, 16 participants
Jim Schroeder Construction, Inc's Jim Schroeder Construction, Inc. Profit Sharing Plan reported $5M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #3,788 in Construction (9,039 peers)
Jim Schroeder Construction, Inc multi-year trail
Jim Schroeder Construction, Inc's plans moved +21.6% in assets from 2022 to 2024; this filing shows Jim Schroeder Construction, Inc. Profit Sharing Plan at $5M / 16 participants.
- #3,788
- in Construction (9,039 peers)
- +14.9%
- assets growth YoY
Jim Schroeder Construction, Inc. Profit Sharing Plan's mid-pack asset rank among Construction and all filers
Jim Schroeder Construction, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,391,354 43rd percentile higher than 43% 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
Jim Schroeder Construction, Inc. Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jim Schroeder Construction, Inc. Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jim Schroeder Construction, Inc. Profit Sharing Plan reported net income rose from $257K in the plan year 2023 filing to $700K in the plan year 2024 filing.
- Jim Schroeder Construction, Inc. Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Jim Schroeder Construction, Inc. Profit Sharing Plan reported participants rose from 15 in the plan year 2023 filing to 16 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 420934134 · Jim Schroeder Construction, Inc PY 2024 · 401(k)
Jim Schroeder Construction, Inc. Profit Sharing Plan · $5M · 16 · 43rd
- NET $5M
- NET 16
- NET 43rd
- NET 401(k)
- NET near Chancy 401(k) Plan
- NET ind #3788
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 Construction retirement plans → · Plans in Iowa →
Jim Schroeder Construction, Inc. Profit Sharing Plan in the asset neighbourhood
Jim Schroeder Construction, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Jim Schroeder Construction, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 21.579660568989727% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $4M |
| 2023 | 1 | 15 | $5M |
| 2024 | 1 | 16 | $5M |
Jim Schroeder Construction, Inc filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $700K |
| Employer EIN | 420934134 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Jim Schroeder Construction, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Chancy 401(k) Plan in GA ($5M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Chancy 401(k) Plan (GA) $5M · 50
- Ehpv 401(k) Plan (NE) $5M · 452
- Beaudoin Electrical Construction 401(k) Plan (MI) $5M · 24
- Agbu Manoogian-Demirdjian School 401(k) Retirement Plan (CA) $5M · 185
Similar participant headcount
Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.
- I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 16 · 0 off
- Texas Midwest Emergency Physicians PA 401(k) Profit Sharing Plan & Trust (TX) 16 · 0 off
- River's Edge Dental Clinic 401(k)/Profit Sharing Plan (MN) 16 · 0 off
- Kelley-Mackenzie Auto Parts, Inc. 401(k) Profit Sharing Plan and Trust (NH) 16 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.