ESOP · DOL Form 5500 · 2022

Schu/Marketing Associates, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
22
Participants Small participant base
40th
Percentile by assets National rank
$131,538
Avg per participant Near avg balance/head
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Official DOL plan name: Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Schu/Marketing Associates, Inc. · Minnesota · Wholesale Trade

$3M in assets, 22 participants

Schu/Marketing Associates, Inc.'s Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust reported $3M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #1,854 in Wholesale Trade (6,843 peers)

Schu/Marketing Associates, Inc. multi-year trail

Schu/Marketing Associates, Inc.'s plans moved +137.2% in assets from 2022 to 2024; this filing shows Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust at $3M / 22 participants.

#1,854
in Wholesale Trade (6,843 peers)
+62.5%
assets growth YoY

Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$2,893,828 40th percentile higher than 40% 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

Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust is a small filing (22 participants) on this national headcount ladder.

DOL schedule card

Filing strip 411727167 · Schu/Marketing Associates, Inc. PY 2022 · ESOP

Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust · $3M · 22 · 40th

  • PART $3M
  • TYPE 22
  • NET 40th
  • BOOK ESOP
  • VS-ST near Wetherill Engineering, Inc. Employee Stock Ownership Plan
  • BOY ind #1854

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 Minnesota →

Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Fraser Engineering Company Employee Stock Ownership PlanFraser Engineering Company E…$3MSchu/Marketing Associates, Inc. Employee Stock Ownership Plan and TrustSchu/Marketing Associates, I…$3MWetherill Engineering, Inc. Employee Stock Ownership PlanWetherill Engineering, Inc. …$3MNational Spinning Co., Inc. Employee Stock Ownership PlanNational Spinning Co., Inc. …$3MHambro Forest Products, Inc. Employee Stock Ownership PlanHambro Forest Products, Inc.…$3M
End-of-year total assets ($M) among Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Schu/Marketing Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Schu/Marketing Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 137.1579789814737% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.89M $6.86M ▲ +137.4%
Year Plans Participants Total Assets
2022 1 22 $3M
2023 1 25 $6M
2024 1 28 $7M

Schu/Marketing Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN411727167
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000 -2000200400600800 Total assets ($M) Participants Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 2.893828 · Participants: 22Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 646.711049 · Participants: 9416Andersen Corporation Employee Stock Ownership PlanHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 486.260676 · Participants: 4373Hormel Foods Corporation Joint Earnings Profit Sharing TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 399.591486 · Participants: 801Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 332.65286 · Participants: 359Force America Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock Ownership Plan, Total assets ($M): 313.049552 · Participants: 7981Polaris Inc. Employee Stock Ownership Plan
Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Wetherill Engineering, Inc. Employee Stock Ownership Plan in NC ($3M); by covered participants it is Johnson County Bank Employee Stock Ownership Plan in TN (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust surged - up 62.5% during 2022, from $2M to $3M. Reported net income was $1M.
How have Schu/Marketing Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schu/Marketing Associates, Inc.'s sponsor-wide assets grew 137.2%, from $3M to $7M.
Which ESOP plans are similar in size to Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Wetherill Engineering, Inc. Employee Stock Ownership Plan in NC ($3M, 68 participants).
Which ESOP plans cover a similar participant headcount to Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Johnson County Bank Employee Stock Ownership Plan in TN (22 participants, $4M 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 411727167.

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.