ESOP · DOL Form 5500 · 2023

The Schemmer Associates Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
42
Participants Small participant base
27th
Percentile by assets National rank
$33,445
Avg per participant Low balance/head
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Official DOL plan name: The Schemmer Associates Inc. Employee Stock Ownership Plan · Sponsored by The Schemmer Associates Inc. · Nebraska · Professional & Technical Services

$1M in assets, 42 participants

The Schemmer Associates Inc.'s The Schemmer Associates Inc. Employee Stock Ownership Plan reported $1M in total assets and 42 participants in its 2023 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.

  • #4,513 in Professional & Technical Services (20,321 peers)

The Schemmer Associates Inc. multi-year trail

The Schemmer Associates Inc.'s plans moved +54.3% in assets from 2022 to 2024; this filing shows The Schemmer Associates Inc. Employee Stock Ownership Plan at $1M / 42 participants.

#4,513
in Professional & Technical Services (20,321 peers)
+2.8%
assets growth YoY

The Schemmer Associates Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

The Schemmer Associates Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,404,671 27th percentile higher than 27% 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

The Schemmer Associates 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. The Schemmer Associates Inc. Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Schemmer Associates Inc. Employee Stock Ownership Plan reported net income fell from $165K in the plan year 2022 filing to $39K in the plan year 2023 filing.
  • The Schemmer Associates Inc. Employee Stock Ownership Plan reported participants fell from 45 in the plan year 2022 filing to 42 in the plan year 2023 filing.
  • The Schemmer Associates Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 470520408 · The Schemmer Associates Inc. PY 2023 · ESOP

The Schemmer Associates Inc. Employee Stock Ownership Plan · $1M · 42 · 27th

  • SCH $1M
  • EBSA 42
  • PART 27th
  • TYPE ESOP
  • NET near Target Copy of Gainesville, Inc. Employee Stock Ownership Plan
  • BOOK ind #4513

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 Nebraska →

The Schemmer Associates Inc. Employee Stock Ownership Plan in the asset neighbourhood

Target Copy of Gainesville, Inc. Employee Stock Ownership PlanTarget Copy of Gainesville, …$1MGreenvale Liquors, Inc. Employee Stock Ownership PlanGreenvale Liquors, Inc. Empl…$1MAction Air Systems, Inc. Employee Stock Ownership PlanAction Air Systems, Inc. Emp…$1MThe Schemmer Associates Inc. Employee Stock Ownership PlanThe Schemmer Associates Inc.…$1MClickstop, Inc. Employee Stock Ownership PlanClickstop, Inc. Employee Sto…$1M
End-of-year total assets ($M) among The Schemmer Associates Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Schemmer Associates Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Schemmer Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 54.342186854558626% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.2M $31.1M ▲ +54.4%
Year Plans Participants Total Assets
2022 2 172 $20M
2023 2 187 $25M
2024 2 189 $31M

The Schemmer Associates Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$39K
Employer EIN470520408
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Nebraska

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

The Schemmer Associates Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1000100200300400500 Total assets ($M) Participants The Schemmer Associates Inc. Employee Stock Ownership Plan, Total assets ($M): 1.404671 · Participants: 42The Schemmer Associates Inc. Employee Stock Ownership PlanMead Lumber Company Employee Stock Ownership Plan and Trust, Total assets ($M): 392.139506 · Participants: 1316Mead Lumber Company Employee Stock Ownership Plan and TrustTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 217.903912 · Participants: 65Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 147.784876 · Participants: 214Commonwealth Holdings, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 118.345407 · Participants: 242Builders Supply Co. , Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.323024 · Participants: 386Majors Plastics, Inc. Employee Stock Ownership Plan
The Schemmer Associates Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare The Schemmer Associates Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Schemmer Associates Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Nebraska, the nearest ESOP by assets is Target Copy of Gainesville, Inc. Employee Stock Ownership Plan in FL ($1M); by covered participants it is E.V.S. Ltd. Employee Stock Ownership Plan in IN (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 The Schemmer Associates Inc. Employee Stock Ownership Plan assets move in 2023? ▼
The Schemmer Associates Inc. Employee Stock Ownership Plan edged up modestly - up 2.8% during 2023, from $1M to $1M. Reported net income was $39K.
How have The Schemmer Associates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Schemmer Associates Inc.'s sponsor-wide assets grew 54.3%, from $20M to $31M.
Which ESOP plans are similar in size to The Schemmer Associates Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Target Copy of Gainesville, Inc. Employee Stock Ownership Plan in FL ($1M, 43 participants).
Which ESOP plans cover a similar participant headcount to The Schemmer Associates Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E.V.S. Ltd. Employee Stock Ownership Plan in IN (42 participants, $22M 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 470520408.

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.