ESOP · DOL Form 5500 · 2022

Keller, Schroeder & Associates, Inc ESOP

Data updated 2026-08-11

$39M
Total assets: 94
Participants: 86th
Percentile by assets: $409,929
Avg per participant

Official DOL plan name: Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Keller, Schroeder & Associates, Inc · Indiana · Professional & Technical Services

$39M in assets, 94 participants

Keller, Schroeder & Associates, Inc's Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan reported $39M in total assets and 94 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

86th percentile by assets (of 139,126 plans)
#18,647 in Professional & Technical Services (21,562 peers)

Where Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan sits by assets

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $39M for 94 participants (~$409,929/participant), down 17.6% in 2022.

$39M
total plan assets (2022 EOY): 94
covered participants: 86th
percentile by assets (of 139,126 plans): $409,929
avg assets per participant

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan sits by total assets

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$38,533,325 Top 14% higher than 86% of 139,123 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State

Indiana

Industry

Professional & Technical Services

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan outranks 86% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)	$47M
Net Assets (End of Year)	$39M
Net Income	-$8M
Employer EIN	351550894
Plan Effective Date	2003-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Keller, Schroeder & Associates, Inc)

Total plan assets by year, all Keller, Schroeder & Associates, Inc plans on file

Year	Plans	Participants	Total Assets
2022	2	195	$56M
2023	2	218	$58M
2024	2	202	$57M

Nearby ESOP Plans in Indiana

Peer ESOP plans, same state, same plan type, ranked by total assets.

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.5B · 3,842
Urschel Laboratories Employee Stock Ownership Plan $315M · 467
Nibco Inc. Employee Stock Ownership Plan $310M · 1,233
Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan $115M · 464
Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $114M · 333

Compare Keller, Schroeder & Associates, Inc. Emp… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.

Sechan Electronics, Inc. Employee Stock Ownership Plan (PA) $39M · 273
Trimark Corporation Employee Stock Ownership Plan (IA) $39M · 312
Anvil Corporation Employee Stock Ownership Plan (WA) $38M · 315
Smalley & Company Employee Stock Ownership Plan and Trust (CO) $39M · 127

Frequently Asked Questions

How did Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan declined sharply - down 17.6% during 2022, from $47M to $39M. Reported net income was -$8M.

How have Keller, Schroeder & Associates, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Keller, Schroeder & Associates, Inc's sponsor-wide assets grew 1.4%, from $56M to $57M.

Where does Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Sechan Electronics, Inc. Employee Stock Ownership Plan in PA ($39M, 273 participants).

Next read for Keller, Schroeder & Associates, Inc. Emp…

Scale reading

Ways to act on Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
Keller, Schroeder & Associates, Inc's sponsor-wide assets have grown 1.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 351550894.