ESOP · DOL Form 5500 · 2023

Schu/Marketing Associates, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
25
Participants Small participant base
48th
Percentile by assets National rank
$247,067
Avg per participant Above avg balance/head
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Official DOL plan name: Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Schu/Marketing Associates, Inc. · Minnesota · Wholesale Trade

$6M in assets, 25 participants

Schu/Marketing Associates, Inc.'s Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust reported $6M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,400 in Wholesale Trade (6,309 peers)

Schu/Marketing Associates, Inc. multi-year trail

Schu/Marketing Associates, Inc.'s plans moved +137.2% in assets from 2022 to 2024; this filing shows Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust at $6M / 25 participants.

#2,400
in Wholesale Trade (6,309 peers)
+113.4%
assets growth YoY

Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$6,176,669 48th percentile higher than 48% 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

Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 22 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411727167 · Schu/Marketing Associates, Inc. PY 2023 · ESOP

Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust · $6M · 25 · 48th

  • EOY $6M
  • EOY 25
  • EOY 48th
  • EOY ESOP
  • EOY near Off Road Equipment Parts, Inc. Employee Stock Ownership Plan
  • EOY ind #2400

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 Minnesota →

Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and TrustSchu/Marketing Associates, I…$6MOff Road Equipment Parts, Inc. Employee Stock Ownership PlanOff Road Equipment Parts, In…$6MSsc Advisors, Inc. Employee Stock Ownership Plan & TrustSsc Advisors, Inc. Employee …$6MHeritage Aviation Employee Stock Ownership PlanHeritage Aviation Employee S…$6MFirst Liberty Capital Corporation Employee Stock Ownership PlanFirst Liberty Capital Corpor…$6M
End-of-year total assets ($M) among Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Schu/Marketing Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Schu/Marketing Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 137.1579789814737% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.89M $6.86M ▲ +137.4%
Year Plans Participants Total Assets
2022 1 22 $3M
2023 1 25 $6M
2024 1 28 $7M

Schu/Marketing Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$6M
Net Income$3M
Employer EIN411727167
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 6.176669 · Participants: 25Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Off Road Equipment Parts, Inc. Employee Stock Ownership Plan in TN ($6M); by covered participants it is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust surged - up 113.4% during 2023, from $3M to $6M. Reported net income was $3M.
How have Schu/Marketing Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schu/Marketing Associates, Inc.'s sponsor-wide assets grew 137.2%, from $3M to $7M.
Which ESOP plans are similar in size to Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Off Road Equipment Parts, Inc. Employee Stock Ownership Plan in TN ($6M, 23 participants).
Which ESOP plans cover a similar participant headcount to Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants, $3M 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 411727167.

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.