Department of Labor filing

J & R SCHUGEL HOLDINGS, INC.

J&R SCHUGEL HOLDINGS,INC. RET.PLAN · For the plan year ended Sep 30, 2025

Public filing 2024 · received Jun 25, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

23filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

Reported employer contributions per active participant.

Higher than about 1% of comparable plans

#People in the filing

714

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$67 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 74% of comparable plans

↗Investment performance

Not available

Plan assets changed 7.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202423out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions1st percentileTypical peer $880 · based on 142 comparable plans

Lower reported administrative expense74th percentileTypical peer $92 · based on 141 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Sep 30, 2025, J & R SCHUGEL HOLDINGS, INC. reported $0 in employer contributions across the plan and 714 active participants. That works out to $0 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy91%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendNot enough history

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 152.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context23/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $0
Participant contributions: $429,926
Other contributions: $0
Employer share of reported contributions: 0.0%
Beginning assets: $9,581,698
Ending assets: $10,287,388
Ending net assets: $10,269,704
Ending liabilities: $17,684
Total income: $1,879,263
Total expenses: $1,174,506
Administrative expenses: $60,803
Participant loans: $0

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

2023

2024

Plan-paid administrative expenses per participant

2022

$27

2023

$59

2024

$67

Active participants

2022

771

2023

739

2024

714

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$0	714	10.3M	20260625141323NAL0007276531001
2023	$0	739	9.6M	20250710140241NAL0005586961001
2022	$0	771	7.9M	20240715171244NAL0001087155001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 411239449-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 1, 1982
Industry: Transportation and warehousing
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D3H3B

Current plan terms

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Filing ACK_ID20260625141323NAL0007276531001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗