401(k) · DOL Form 5500 · 2024

J & R Schugel Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
836
Participants Near avg headcount
56th
Percentile by assets National rank
$12,305
Avg per participant Low balance/head
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Official DOL plan name: J&r Schugel Holdings, Inc. Retirement Plan · Sponsored by J & R Schugel Holdings, Inc. · Minnesota · Transportation & Warehousing

$10M in assets, 836 participants

J & R Schugel Holdings, Inc.'s J&r Schugel Holdings, Inc. Retirement Plan reported $10M in total assets and 836 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #1,901 in Transportation & Warehousing (3,299 peers)

J & R Schugel Holdings, Inc. multi-year trail

J & R Schugel Holdings, Inc.'s plans moved -11.7% in assets from 2022 to 2024; this filing shows J&r Schugel Holdings, Inc. Retirement Plan at $10M / 836 participants.

#1,901
in Transportation & Warehousing (3,299 peers)
+7.4%
assets growth YoY

J&r Schugel Holdings, Inc. Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

J&r Schugel Holdings, Inc. Retirement Plan vs every filed plan by assets

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

$10,287,388 Top 44% higher than 56% 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

J&r Schugel Holdings, Inc. Retirement 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. J&r Schugel Holdings, Inc. Retirement Plan sits mid-pack in the medium band (836 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J&r Schugel Holdings, Inc. Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $705K in the plan year 2024 filing.
  • J&r Schugel Holdings, Inc. Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • J&r Schugel Holdings, Inc. Retirement Plan reported participants fell from 846 in the plan year 2023 filing to 836 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 411239449 · J & R Schugel Holdings, Inc. PY 2024 · 401(k)

J&r Schugel Holdings, Inc. Retirement Plan · $10M · 836 · 56th

  • EOY $10M
  • 5500 836
  • ASSETS 56th
  • PCT 401(k)
  • EIN near The Greater Boston Food Bank 401(k) Plan
  • RANK ind #1901

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 Transportation & Warehousing retirement plans → · Plans in Minnesota →

J&r Schugel Holdings, Inc. Retirement Plan in the asset neighbourhood

J&r Schugel Holdings, Inc. Retirement PlanJ&r Schugel Holdings, Inc. R…$10MThe Greater Boston Food Bank 401(k) PlanThe Greater Boston Food Bank…$10MDown-Lite International, Inc. Profit Sharing PlanDown-Lite International, Inc…$10MNational Galvanizing, L.P. Profit Sharing and Savings PlanNational Galvanizing, L.P. P…$10MIec Pension Trust$10M
End-of-year total assets ($M) among J&r Schugel Holdings, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

J & R Schugel Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J & R Schugel Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$71M 11.661830518020196% vs 2022
2024 filing year
$70M$75M$80M$85M 202220232024 $80.9M $71.5M ▼ -11.7%
Year Plans Participants Total Assets
2022 2 1,417 $81M
2023 2 1,378 $79M
2024 2 1,351 $71M

J & R Schugel Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$705K
Employer EIN411239449
Plan Effective Date1982-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

J&r Schugel Holdings, Inc. Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants J&r Schugel Holdings, Inc. Retirement Plan, Total assets ($B): 0.010287388 · Participants: 836J&r Schugel Holdings, Inc. Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
J&r Schugel Holdings, Inc. Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare J&r Schugel Holdings, Inc. Retirement Plan side-by-side with 3 peers →

J&r Schugel Holdings, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is The Greater Boston Food Bank 401(k) Plan in MA ($10M); by covered participants it is Ng Financial Security and Savings Program in VA (836 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (836 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 J&r Schugel Holdings, Inc. Retirement Plan assets move in 2024? ▼
J&r Schugel Holdings, Inc. Retirement Plan grew at a solid clip - up 7.4% during 2024, from $10M to $10M. Reported net income was $705K.
How have J & R Schugel Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J & R Schugel Holdings, Inc.'s sponsor-wide assets declined 11.7%, from $81M to $71M.
Which 401(k) plans are similar in size to J&r Schugel Holdings, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Greater Boston Food Bank 401(k) Plan in MA ($10M, 123 participants).
Which 401(k) plans cover a similar participant headcount to J&r Schugel Holdings, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ng Financial Security and Savings Program in VA (836 participants, $488M 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 411239449.

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.