ESOP · DOL Form 5500 · 2023

Keller, Schroeder & Associates, Inc ESOP

Data updated 2026-08-25

$39M
Total assets Below avg plan size
108
Participants Small participant base
83rd
Percentile by assets National rank
$359,476
Avg per participant High balance/head
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Official DOL plan name: Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Keller, Schroeder & Associates, Inc · Indiana · Professional & Technical Services

$39M in assets, 108 participants

Keller, Schroeder & Associates, Inc's Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan reported $39M in total assets and 108 participants in its 2023 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.

  • #16,944 in Professional & Technical Services (20,321 peers)

Coverage in Indiana

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan covers 108 participants in Indiana, about 20% of the average Indiana filer (state average ~541 per filing). Assets: $39M.

#16,944
in Professional & Technical Services (20,321 peers)
+0.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$38,823,444 Top 17% higher than 83% 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

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan reported net income rose from -$8M in the plan year 2022 filing to $290K in the plan year 2023 filing.
  • Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 94 in the plan year 2022 filing to 108 in the plan year 2023 filing.
  • Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $39M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 351550894 · Keller, Schroeder & Associates, Inc PY 2023 · ESOP

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan · $39M · 108 · 83rd

  • RANK $39M
  • PHOTO 108
  • IND 83rd
  • EOY ESOP
  • 5500 near Bunnell, Inc. Employee Stock Ownership Plan
  • ASSETS ind #16944

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 Indiana →

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bunnell, Inc. Employee Stock Ownership PlanBunnell, Inc. Employee Stock…$39MKeller, Schroeder & Associates, Inc. Employee Stock Ownership PlanKeller, Schroeder & Associat…$39MMhs Lift Holdings, Inc. ESOP$39MThe Ramkota Companies, Inc. Employee Stock Ownership Plan and TrustThe Ramkota Companies, Inc. …$39MLabrepco Employee Stock Ownership PlanLabrepco Employee Stock Owne…$39M
End-of-year total assets ($M) among Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$39M
Net Income$290K
Employer EIN351550894
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keller, Schroeder & Associates, Inc)

Sponsor-wide plan assets over time

All Keller, Schroeder & Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$57M 1.3735934314571423% vs 2022
2024 filing year
$56M$57M$58M$59M 202220232024 $56.4M $57.2M ▲ +1.4%
Year Plans Participants Total Assets
2022 2 195 $56M
2023 2 218 $58M
2024 2 202 $57M

Nearby ESOP Plans in Indiana

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

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.038823444 · Participants: 108Keller, Schroeder & Associates, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Bunnell, Inc. Employee Stock Ownership Plan in UT ($39M); by covered participants it is Level 10 Employee Stock Ownership Plan in IL (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan held essentially flat - up 0.8% during 2023, from $39M to $39M. Reported net income was $290K.
How have Keller, Schroeder & Associates, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keller, Schroeder & Associates, Inc's sponsor-wide assets grew 1.4%, from $56M to $57M.
Where does Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bunnell, Inc. Employee Stock Ownership Plan in UT ($39M, 50 participants).
Which ESOP plans cover a similar participant headcount to Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Level 10 Employee Stock Ownership Plan in IL (108 participants, $20M 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 351550894.

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.