ESOP · DOL Form 5500 · 2022

Schaumburg & Polk, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
44
Participants Small participant base
35th
Percentile by assets National rank
$48,939
Avg per participant Low balance/head
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Official DOL plan name: Schaumburg & Polk, Inc.Employee Stock Ownership Plan · Sponsored by Schaumburg & Polk, Inc. · Texas · Professional & Technical Services

$2M in assets, 44 participants

Schaumburg & Polk, Inc.'s Schaumburg & Polk, Inc.Employee Stock Ownership Plan reported $2M in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,813 in Professional & Technical Services (21,562 peers)

Schaumburg & Polk, Inc. multi-year trail

Schaumburg & Polk, Inc.'s plans moved +40.2% in assets from 2022 to 2024; this filing shows Schaumburg & Polk, Inc.Employee Stock Ownership Plan at $2M / 44 participants.

#6,813
in Professional & Technical Services (21,562 peers)
+14.7%
assets growth YoY

Schaumburg & Polk, Inc.Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Schaumburg & Polk, Inc.Employee Stock Ownership Plan vs every filed plan by assets

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

$2,153,307 35th percentile higher than 35% 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

Schaumburg & Polk, 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. Schaumburg & Polk, Inc.Employee Stock Ownership Plan is a small filing (44 participants) on this national headcount ladder.

DOL schedule card

Filing strip 741754133 · Schaumburg & Polk, Inc. PY 2022 · ESOP

Schaumburg & Polk, Inc.Employee Stock Ownership Plan · $2M · 44 · 35th

  • BOY $2M
  • BOY 44
  • BOY 35th
  • BOY ESOP
  • BOY near Pacific Science & Engineering Group, Inc. Employee Stock Ownership Plan
  • BOY ind #6813

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 Texas →

Schaumburg & Polk, Inc.Employee Stock Ownership Plan in the asset neighbourhood

Spencer County Bank Employees' Stock Ownership Plan & TrustSpencer County Bank Employee…$2MSouthwestern Virginia Energy Industries, Ltd ESOPSouthwestern Virginia Energy…$2MSchaumburg & Polk, Inc.Employee Stock Ownership PlanSchaumburg & Polk, Inc.Emplo…$2MPacific Science & Engineering Group, Inc. Employee Stock Ownership PlanPacific Science & Engineerin…$2MJay Franco & Sons, Inc. Employee Stock Ownership PlanJay Franco & Sons, Inc. Empl…$2M
End-of-year total assets ($M) among Schaumburg & Polk, Inc.Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Schaumburg & Polk, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Schaumburg & Polk, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 40.23820667992295% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.87M $11M ▲ +40.3%
Year Plans Participants Total Assets
2022 2 103 $8M
2023 2 110 $10M
2024 2 139 $11M

Schaumburg & Polk, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$276K
Employer EIN741754133
Plan Effective Date1988-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Schaumburg & Polk, Inc.Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Schaumburg & Polk, Inc.Employee Stock Ownership Plan, Total assets ($B): 0.002153307 · Participants: 44Schaumburg & Polk, Inc.Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Schaumburg & Polk, Inc.Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Schaumburg & Polk, Inc.Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Pacific Science & Engineering Group, Inc. Employee Stock Ownership Plan in CA ($2M); by covered participants it is Probank Austin Employee Stock Ownership Plan and Trust in KY (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Schaumburg & Polk, Inc.Employee Stock Ownership Plan assets move in 2022? ▼
Schaumburg & Polk, Inc.Employee Stock Ownership Plan grew at a solid clip - up 14.7% during 2022, from $2M to $2M. Reported net income was $276K.
How have Schaumburg & Polk, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schaumburg & Polk, Inc.'s sponsor-wide assets grew 40.2%, from $8M to $11M.
Which ESOP plans are similar in size to Schaumburg & Polk, Inc.Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pacific Science & Engineering Group, Inc. Employee Stock Ownership Plan in CA ($2M, 35 participants).
Which ESOP plans cover a similar participant headcount to Schaumburg & Polk, Inc.Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Probank Austin Employee Stock Ownership Plan and Trust in KY (44 participants, N/A 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 741754133.

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.