ESOP · DOL Form 5500 · 2022
Scheduling Institute, Inc. ESOP
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 99
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $80,944
- Avg per participant Below avg balance/head
Official DOL plan name: Scheduling Institute, Inc. Employee Stock Ownership Plan · Sponsored by Scheduling Institute, Inc. · Georgia · Educational Services
$8M in assets, 99 participants
Scheduling Institute, Inc.'s Scheduling Institute, Inc. Employee Stock Ownership Plan reported $8M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #1,753 in Educational Services (4,024 peers)
2022 asset change
Scheduling Institute, Inc. Employee Stock Ownership Plan contracted severely 46.4% in 2022 ($15M → $8M) for 99 participants.
- #1,753
- in Educational Services (4,024 peers)
- -46.4%
- assets change YoY
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.
Scheduling Institute, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Educational Services and all filers
Scheduling Institute, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,013,484 Top 40% higher than 60% 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
Scheduling Institute, 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. Scheduling Institute, Inc. Employee Stock Ownership Plan is a small filing (99 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 874530489 · Scheduling Institute, Inc. PY 2022 · ESOP
Scheduling Institute, Inc. Employee Stock Ownership Plan · $8M · 99 · 60th
- PHOTO $8M
- IND 99
- EOY 60th
- 5500 ESOP
- ASSETS near Dialectic, Inc. Employee Stock Ownership Plan
- PCT ind #1753
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 Georgia →
Scheduling Institute, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scheduling Institute, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Scheduling Institute, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 99 | $8M |
| 2023 | 1 | 88 | $925K |
| 2024 | 1 | 77 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | -$9M |
| Net Income | -$8M |
| Employer EIN | 874530489 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Georgia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan $689M · 1,759
- Choate Construction Company Employee Stock Ownership Plan $316M · 424
- Brent Scarbrough & Company Employee Stock Ownership Plan $253M · 427
- Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan $190M · 397
- Dixie Plywood and Lumber Company Employee Stock Ownership Plan $137M · 314
Scheduling Institute, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Georgia, the nearest ESOP by assets is Dialectic, Inc. Employee Stock Ownership Plan in MO ($8M); by covered participants it is The Motz Corporation Employee Stock Ownership Plan in OH (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (99 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.