How big is Schaefer Tool & Mfg. Co., Inc.'s plan?

Schaefer Tool & Mfg. Co., Inc.'s plan reported $2.6M in assets and 18 participants for 2025.

Original filing (PDF)20260212112735NAL0000080690001

Schaefer Tool & Mfg. Co., Inc.

Name: Schaefer Tool & Mfg. Co., Inc. — Schaefer Tool &, Form 5500 (2025)
Creator: Schaefer Tool & Mfg. Co., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schaefer Tool & Mfg. Co., Inc. Retirement Savings Plan

401(k) retirement plan · Schaefer Tool & Mfg. Co., Inc.'s Schaefer Tool & Mfg. Co., Inc. Retirement Savings Plan held $2.6M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Schaefer Tool & Mfg. Co., Inc.'s EIN is 39-1018520.

EIN 39-1018520

Plan number 003

Plan year 2025

ACK ID 20260212112735NAL0000080690001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Schaefer Tool & Mfg. Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Schaefer Tool & Mfg. Co., Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SCHAEFER TOOL & MFG. CO., INC.

EIN

all filings

Address

5844 NORTH 99TH STREET · MILWAUKEE, WI · 532252513

Phone

(414) 462-6050

Industry

Manufacturing

Plan administrator