ESOP · DOL Form 5500 · 2022

Schena Roofing & Sheet Metal Company, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
112
Participants Small participant base
27th
Percentile by assets National rank
$10,574
Avg per participant Low balance/head
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Official DOL plan name: Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan · Sponsored by Schena Roofing & Sheet Metal Company, Inc. · Michigan · Construction

$1M in assets, 112 participants

Schena Roofing & Sheet Metal Company, Inc.'s Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan reported $1M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,374 in Construction (9,927 peers)

Coverage in Michigan

Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan covers 112 participants in Michigan, about 18% of the average Michigan filer (state average ~638 per filing). Assets: $1M.

#2,374
in Construction (9,927 peers)
-$13M
reported net income

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,184,300 27th percentile higher than 27% 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

Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (112 participants).

EBSA filing schedule strip

Filing strip 381895735 · Schena Roofing & Sheet Metal Company, Inc. PY 2022 · ESOP

Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan · $1M · 112 · 27th

  • EOY $1M
  • EOY 112
  • EOY 27th
  • EOY ESOP
  • EOY near Kwame Building Group Inc. Employee Stock Ownership Plan
  • EOY ind #2374

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 Michigan →

Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Kwame Building Group Inc. Employee Stock Ownership PlanKwame Building Group Inc. Em…$1MT&t Tinting Specialists, Inc. Employee Stock Ownership PlanT&t Tinting Specialists, Inc…$1MTaggart Architects Employee Stock Ownership PlTaggart Architects Employee …$1MSchena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership PlanSchena Roofing & Sheet Metal…$1MCentral Meat and Provisions Company Employee Stock Ownership PlanCentral Meat and Provisions …$1M
End-of-year total assets ($M) among Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$13M
Net Income-$13M
Employer EIN381895735
Plan Effective Date2022-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schena Roofing & Sheet Metal Company, Inc.)

Sponsor-wide plan assets over time

All Schena Roofing & Sheet Metal Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 167.9219792282361% vs 2022
2024 filing year
$0M$2M$4M$6M$8M$10M 202220232024 $1.18M $3.17M ▲ +168.6%
Year Plans Participants Total Assets
2022 1 112 $1M
2023 2 226 $8M
2024 1 97 $3M

Nearby ESOP Plans in Michigan

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

Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -0.500.511.5 Total assets ($B) Participants Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0011843 · Participants: 112Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.052163391 · Participants: 1155Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.725583306 · Participants: 1817The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.394784403 · Participants: 977Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.191093331 · Participants: 209Motor City Electric Co. Employee Stock Ownership PlanBandit Holding Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.181896 · Participants: 591Bandit Holding Company, Inc. Employee Stock Ownership Plan
Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Kwame Building Group Inc. Employee Stock Ownership Plan in MO ($1M); by covered participants it is Mjw Consolidated, Inc. Employee Stock Ownership Plan in FL (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 have Schena Roofing & Sheet Metal Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schena Roofing & Sheet Metal Company, Inc.'s sponsor-wide assets grew 167.9%, from $1M to $3M.
Which ESOP plans are similar in size to Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kwame Building Group Inc. Employee Stock Ownership Plan in MO ($1M, 18 participants).
Which ESOP plans cover a similar participant headcount to Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mjw Consolidated, Inc. Employee Stock Ownership Plan in FL (112 participants, $45M 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 381895735.

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.