ESOP · DOL Form 5500 · 2022

Loesel-Schaaf Insurance Agency, Inc ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
20
Participants Small participant base
57th
Percentile by assets National rank
$341,764
Avg per participant High balance/head
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Official DOL plan name: Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Loesel-Schaaf Insurance Agency, Inc · Pennsylvania · Finance & Insurance

$7M in assets, 20 participants

Loesel-Schaaf Insurance Agency, Inc's Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust reported $7M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,763 in Finance & Insurance (9,261 peers)

Loesel-Schaaf Insurance Agency, Inc multi-year trail

Loesel-Schaaf Insurance Agency, Inc's plans moved +22.6% in assets from 2022 to 2024; this filing shows Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust at $7M / 20 participants.

#3,763
in Finance & Insurance (9,261 peers)
-4.8%
assets change YoY

The plan reported a net loss of $341K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$6,835,283 Top 43% higher than 57% 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

Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & 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. Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust is a small filing (20 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 251300138 · Loesel-Schaaf Insurance Agency, Inc PY 2022 · ESOP

Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust · $7M · 20 · 57th

  • ASSETS $7M
  • PCT 20
  • EIN 57th
  • RANK ESOP
  • PHOTO near Springfield Electric Supply Company Employee Stock Ownership Plan
  • IND ind #3763

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 Pennsylvania →

Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

First Rate Excavate Inc. Employee Stock Ownership PlanFirst Rate Excavate Inc. Emp…$7MLoesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & TrustLoesel-Schaaf Insurance Comp…$7MRubber Track Solutions, Inc. Employee Stock Ownership PlanRubber Track Solutions, Inc.…$7MWilson-Mcshane Corporation Employee Stock Ownership PlanWilson-Mcshane Corporation E…$7MSpringfield Electric Supply Company Employee Stock Ownership PlanSpringfield Electric Supply …$7M
End-of-year total assets ($M) among Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Loesel-Schaaf Insurance Agency, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Loesel-Schaaf Insurance Agency, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$8M 22.63088448568991% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $6.84M $8.38M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 20 $7M
2023 1 18 $8M
2024 1 16 $8M

Loesel-Schaaf Insurance Agency, Inc filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$341K
Employer EIN251300138
Plan Effective Date1985-06-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 0.006835283 · Participants: 20Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & TrustWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Springfield Electric Supply Company Employee Stock Ownership Plan in IL ($7M); by covered participants it is Mckenzie Supply Company Employee Stock Ownership Plan in NC (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust assets move in 2022? ▼
Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust edged down modestly - down 4.8% during 2022, from $7M to $7M. Reported net income was -$341K.
How have Loesel-Schaaf Insurance Agency, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loesel-Schaaf Insurance Agency, Inc's sponsor-wide assets grew 22.6%, from $7M to $8M.
Which ESOP plans are similar in size to Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Springfield Electric Supply Company Employee Stock Ownership Plan in IL ($7M, 329 participants).
Which ESOP plans cover a similar participant headcount to Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Mckenzie Supply Company Employee Stock Ownership Plan in NC (20 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 251300138.

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.