ESOP · DOL Form 5500 · 2022

Keller, Schroeder & Associates, Inc ESOP

Data updated 2026-08-25

$39M
Total assets Below avg plan size
94
Participants Small participant base
86th
Percentile by assets National rank
$409,929
Avg per participant High balance/head
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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.

  • #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.

#18,647
in Professional & Technical Services (21,562 peers)
-17.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan's outsized position 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

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 2022

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan is a small filing (94 participants) on this national headcount ladder.

DOL schedule card

Filing strip 351550894 · Keller, Schroeder & Associates, Inc PY 2022 · ESOP

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan · $39M · 94 · 86th

  • PHOTO $39M
  • PHOTO 94
  • PHOTO 86th
  • PHOTO ESOP
  • PHOTO near Sechan Electronics, Inc. Employee Stock Ownership Plan
  • PHOTO ind #18647

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 What is an ESOP? → · Plans in Indiana →

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Smalley & Company Employee Stock Ownership Plan and TrustSmalley & Company Employee S…$39MTrimark Corporation Employee Stock Ownership PlanTrimark Corporation Employee…$39MKeller, Schroeder & Associates, Inc. Employee Stock Ownership PlanKeller, Schroeder & Associat…$39MSechan Electronics, Inc. Employee Stock Ownership PlanSechan Electronics, Inc. Emp…$39MAnvil Corporation Employee Stock Ownership PlanAnvil Corporation Employee S…$38M
End-of-year total assets ($M) among Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$39M
Net Income-$8M
Employer EIN351550894
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Keller, Schroeder & Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$57M 1.3735934314571423% vs 2022
2024 filing year
$56M$57M$58M$59M 202220232024 $56.4M $57.2M ▲ +1.4%
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 Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.52 Total assets ($B) Participants Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.038533325 · Participants: 94Keller, Schroeder & Associates, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Sechan Electronics, Inc. Employee Stock Ownership Plan in PA ($39M); by covered participants it is Data Papers, Inc. Employee Stock Ownership Plan in PA (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which ESOP plans cover a similar participant headcount to Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Data Papers, Inc. Employee Stock Ownership Plan in PA (94 participants, $2M in assets).

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.

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.