ESOP · DOL Form 5500 · 2022
Schmidt & Bartelt, Inc ESOP
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 27
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $377,806
- Avg per participant High balance/head
Official DOL plan name: Schmidt & Bartelt, Inc. Employee Stock Ownership Plan · Sponsored by Schmidt & Bartelt, Inc · Wisconsin · Other Services
$10M in assets, 27 participants
Schmidt & Bartelt, Inc's Schmidt & Bartelt, Inc. Employee Stock Ownership Plan reported $10M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.
- #6,720 in Other Services (8,398 peers)
2022 asset change
Schmidt & Bartelt, Inc. Employee Stock Ownership Plan pulled back noticeably 10.6% in 2022 ($11M → $10M) for 27 participants.
- #6,720
- in Other Services (8,398 peers)
- -10.6%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Schmidt & Bartelt, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Other Services and all filers
Schmidt & Bartelt, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,200,757 Top 35% higher than 65% 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
Schmidt & Bartelt, 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. Schmidt & Bartelt, Inc. Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 390986146 · Schmidt & Bartelt, Inc PY 2022 · ESOP
Schmidt & Bartelt, Inc. Employee Stock Ownership Plan · $10M · 27 · 65th
- EIN $10M
- RANK 27
- PHOTO 65th
- IND ESOP
- EOY near Mapsys, Inc. Employee Stock Ownership Plan
- 5500 ind #6720
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 Wisconsin →
Schmidt & Bartelt, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Schmidt & Bartelt, Inc years around the 2022 move
Sponsor-wide plan assets over time
All Schmidt & Bartelt, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 5.677451193083023% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $10M |
| 2023 | 1 | 24 | $11M |
| 2024 | 1 | 28 | $11M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$1M |
| Employer EIN | 390986146 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc. Employee Stock Ownership Plan $2.7B · 5,656
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $640M · 2,608
- Ki Employee Stock Ownership Plan $295M · 1,649
- Wausau Supply Company Employee Stock Ownership Plan $293M · 747
- Trachte Building Systems Employee Stock Ownership Plan $258M · 210
Schmidt & Bartelt, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Mapsys, Inc. Employee Stock Ownership Plan in OH ($10M); by covered participants it is Bailey Lauerman & Associates Employee Stock Ownership Plan in NE (27 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Mapsys, Inc. Employee Stock Ownership Plan (OH) $10M · 44
- National Wire and Cable Corporation Employee Stock Ownership Plan (CA) $10M · 77
- Ferguson Pape Baldwin Architects Inc. Employee Stock Ownership Plan and Trust (CA) $10M · 36
- 21st Century Plastics Corporation Employee Stock Ownership Plan (MI) $10M · 61
Similar participant headcount
Nearest other-state filings by covered participants (27 participants); asset peers above are excluded.
- Bailey Lauerman & Associates Employee Stock Ownership Plan (NE) 27 · 0 off
- Mediu, Inc. Employee Stock Ownership Plan (OH) 27 · 0 off
- Infinity Communications & Consulting, Inc. Employee Stock Ownership Plan (CA) 27 · 0 off
- Blankenberger Brothers, Inc. Employee Stock Ownership Plan and Trust Agreement (IN) 27 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.