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  2. Schoitz Engineering, Inc.
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Schoitz Engineering, Inc.

EIN 42-0788901-machinery-Latest filing 2025
Plans
2
Retirement
2
$3.8M assets
Health & Benefits
0
Participants
69
4901 SERGEANT ROAD - WATERLOO, IA 50701319-234-6615schoitz.comLinkedIn1-10 employeesmachinery
Plans on this EIN
2 filings
#002401(k)-$3.6M - 31 part#001Traditional DB-$235K - 38 part

Retirement portfolio analytics

2 plans aggregated / $3.8M assets / 69 participants

Assets by plan

Share of aggregate retirement assets

  • ENGINEERING, INC. Savings (#002)$3.6M
  • INC. RETIREMENT PLAN (#001)$235K
Total $3.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)38
  • ENGINEERING, INC. Savings (#002)31
Total 69Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

SCHOITZ ENGINEERING, INC. SAVINGS PLAN

401(k)

Assets$3.6M
Participants31
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

SCHOITZ ENGINEERING, INC. RETIREMENT PLAN

Traditional DB

Assets$235K
Participants38
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002SCHOITZ ENGINEERING, INC. SAVINGS PLAN401(k)$3.6M312025
#001SCHOITZ ENGINEERING, INC. RETIREMENT PLANTraditional DB$235K382025
  • SCHOITZ ENGINEERING, INC. SAVINGS PLAN$3.6M
    #002 · 401(k) · 202531
  • SCHOITZ ENGINEERING, INC. RETIREMENT PLAN$235K
    #001 · Traditional DB · 202538
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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