ESOP · DOL Form 5500 · 2023

Scheduling Institute, Inc. ESOP

Data updated 2026-08-25

$925K
Total assets Small plan by assets
88
Participants Small participant base
23rd
Percentile by assets National rank
$10,511
Avg per participant Low balance/head
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Official DOL plan name: Scheduling Institute, Inc. Employee Stock Ownership Plan · Sponsored by Scheduling Institute, Inc. · Georgia · Educational Services

$925K in assets, 88 participants

Scheduling Institute, Inc.'s Scheduling Institute, Inc. Employee Stock Ownership Plan reported $925K in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #563 in Educational Services (3,735 peers)

2023 asset change

Scheduling Institute, Inc. Employee Stock Ownership Plan contracted severely 88.5% in 2023 ($8M → $925K) for 88 participants.

#563
in Educational Services (3,735 peers)
-88.5%
assets change YoY

Scheduling Institute, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Scheduling Institute, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$925,000 23rd percentile higher than 23% of 127,068 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 2023

Scheduling Institute, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 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 (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Scheduling Institute, Inc. Employee Stock Ownership Plan reported net income rose from -$8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Scheduling Institute, Inc. Employee Stock Ownership Plan end-of-year assets fell from $8M in the plan year 2022 filing to $925K in the plan year 2023 filing.
  • Scheduling Institute, Inc. Employee Stock Ownership Plan reported participants fell from 99 in the plan year 2022 filing to 88 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 874530489 · Scheduling Institute, Inc. PY 2023 · ESOP

Scheduling Institute, Inc. Employee Stock Ownership Plan · $925K · 88 · 23rd

  • EBSA $925K
  • EBSA 88
  • EBSA 23rd
  • EBSA ESOP
  • EBSA near Sterling Refrigeration Employee Stock Ownership Plan
  • EBSA ind #563

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. Employee Stock Ownership PlanScheduling Institute, Inc. E…$925KSterling Refrigeration Employee Stock Ownership PlanSterling Refrigeration Emplo…$926KArrow Audio, Inc. Employee Stock Ownership PlanArrow Audio, Inc. Employee S…$929KEd & Carol Enterprises, Inc Retirement PlanEd & Carol Enterprises, Inc …$922KMurphy Industrial Coatings, Inc. Employee Stock Ownership PlanMurphy Industrial Coatings, …$922K
End-of-year total assets ($M) among Scheduling Institute, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scheduling Institute, Inc. years around the 2023 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
$0M$5M$10M 202220232024 $8.01M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 99 $8M
2023 1 88 $925K
2024 1 77 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$925K
Net Income$10M
Employer EIN874530489
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

Scheduling Institute, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Scheduling Institute, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.925 · Participants: 88Scheduling Institute, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 664.601691 · Participants: 1772Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 407.968435 · Participants: 454Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 366.989824 · Participants: 439Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 222.074562 · Participants: 424Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 208.200343 · Participants: 327Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Scheduling Institute, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Scheduling Institute, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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 Sterling Refrigeration Employee Stock Ownership Plan in NC ($926K); by covered participants it is Pay Tel Communications, Inc. Employee Stock Ownership Plan in NC (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Scheduling Institute, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Scheduling Institute, Inc. Employee Stock Ownership Plan contracted severely - down 88.5% during 2023, from $8M to $925K. Reported net income was $10M.
Where does Scheduling Institute, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Scheduling Institute, Inc. Employee Stock Ownership Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Scheduling Institute, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sterling Refrigeration Employee Stock Ownership Plan in NC ($926K, 28 participants).
Which ESOP plans cover a similar participant headcount to Scheduling Institute, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pay Tel Communications, Inc. Employee Stock Ownership Plan in NC (88 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 874530489.

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.