ESOP · DOL Form 5500 · 2022
Schmitty & Sons Holdings, Inc. ESOP
Data updated 2026-08-11
- $32M
- Total assets
- 451
- Participants
- 83rd
- Percentile by assets
- $70,394
- Avg per participant
Official DOL plan name: Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Schmitty & Sons Holdings, Inc. · Minnesota · Transportation & Warehousing
$32M in assets, 451 participants
Schmitty & Sons Holdings, Inc.'s Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and Trust reported $32M in total assets and 451 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- 83rd percentile by assets (of 139,126 plans)
- #3,223 in Transportation & Warehousing (3,876 peers)
Coverage in Minnesota
Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and Trust covers 451 participants in Minnesota, about 40% of the average Minnesota filer (state average ~1,126 per filing). Assets: $32M.
- $32M
- total plan assets (2022 EOY)
- 451
- covered participants
- 83rd
- percentile by assets (of 139,126 plans)
- $70,394
- avg assets per participant
Where Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and Trust sits by total assets
Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$31,747,830 Top 17% higher than 83% 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
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and Trust reports 451 participants - about 40% of that state average ($32M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $5M |
| Employer EIN | 810928055 |
| Plan Effective Date | 2015-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Schmitty & Sons Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 451 | $32M |
| 2023 | 2 | 998 | $50M |
| 2024 | 2 | 1,336 | $67M |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
- Andersen Corporation Employee Stock Ownership Plan $647M · 9,416
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $486M · 4,373
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $400M · 801
- Force America Inc. Employee Stock Ownership Plan $333M · 359
- Polaris Inc. Employee Stock Ownership Plan $313M · 7,981
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
- Schmitty & Sons Holdings, Inc.'s sponsor-wide assets have grown 111.1% since 2022 across 3 plan years on file. More Transportation & Warehousing plans