ESOP · DOL Form 5500 · 2023

Scheels All Sports, Inc. ESOP

Data updated 2026-08-25

$838M
Total assets Above avg plan size
4,597
Participants Above avg headcount
98th
Percentile by assets National rank
$182,230
Avg per participant Above avg balance/head
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Official DOL plan name: Scheels Employee Stock Ownership Plan · Sponsored by Scheels All Sports, Inc. · North Dakota · Retail Trade

$838M in assets, 4,597 participants

Scheels All Sports, Inc.'s Scheels Employee Stock Ownership Plan reported $838M in total assets and 4,597 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,321 in Retail Trade (8,414 peers)

Coverage in North Dakota

Scheels Employee Stock Ownership Plan covers 4,597 participants in North Dakota, 9.1x the typical North Dakota plan (state average ~504 per filing). Assets: $838M.

#8,321
in Retail Trade (8,414 peers)
+10.0%
assets growth YoY
8.4×
vs typical plan assets (national mean)

Scheels Employee Stock Ownership Plan's outsized position by total assets

Scheels Employee Stock Ownership Plan vs every filed plan by assets

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

$837,710,398 Top 2% higher than 98% 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

Scheels Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scheels Employee Stock Ownership Plan lands in the large band (4,597 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Scheels Employee Stock Ownership Plan reported participants rose from 3,187 in the plan year 2022 filing to 4,597 in the plan year 2023 filing.
  • Scheels Employee Stock Ownership Plan reported net income fell from $115M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • Scheels Employee Stock Ownership Plan end-of-year assets rose from $762M in the plan year 2022 filing to $838M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 450306649 · Scheels All Sports, Inc. PY 2023 · ESOP

Scheels Employee Stock Ownership Plan · $838M · 4,597 · 98th

  • EBSA $838M
  • EBSA 4,597
  • EBSA 98th
  • EBSA ESOP
  • EBSA near Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan
  • EBSA ind #8321

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 North Dakota →

Scheels Employee Stock Ownership Plan in the asset neighbourhood

Stewart's Shops Corp Employee Stock Ownership PlanStewart's Shops Corp Employe…$877MEmployee Owned Brands, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. …$864MScheels Employee Stock Ownership PlanScheels Employee Stock Owner…$838MRaymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRaymond James Financial, Inc…$836MThe Kendall Group Employee Stock Ownership PlanThe Kendall Group Employee S…$808M
End-of-year total assets ($M) among Scheels Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

North Dakota filing particulars

Total Assets (Beginning of Year)$762M
Net Assets (End of Year)$838M
Net Income$76M
Employer EIN450306649
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scheels All Sports, Inc.)

Sponsor-wide plan assets over time

All Scheels All Sports, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$996M 27.627724168282757% vs 2022
2024 filing year
$700M$800M$900M$1,000M$1,100M 202220232024 $781M $996M ▲ +27.6%
Year Plans Participants Total Assets
2022 2 9,713 $781M
2023 2 9,844 $864M
2024 2 13,343 $996M

Nearby ESOP Plans in North Dakota

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

Scheels Employee Stock Ownership Plan vs. nearby ESOP plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 00.511.5 Total assets ($B) Participants Scheels Employee Stock Ownership Plan, Total assets ($B): 0.837710398 · Participants: 4597Scheels Employee Stock Ownership PlanBorder States Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.176759361 · Participants: 2973Border States Industries, Inc. Employee Stock Ownership PlanDakota Supply Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.229795263 · Participants: 767Dakota Supply Group, Inc. Employee Stock Ownership PlanUlteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.158672448 · Participants: 901Ulteig, Inc. Employee Stock Ownership PlanFrontier Precision, Inc Employee Stock Ownership Plan, Total assets ($B): 0.086685795 · Participants: 90Frontier Precision, Inc Employee Stock Ownership PlanKlj Solutions Co Employee Stock Ownership Plan, Total assets ($B): 0.084545191 · Participants: 461Klj Solutions Co Employee Stock Ownership Plan
Scheels Employee Stock Ownership Plan vs. nearby ESOP plans in North Dakota, assets vs. participants
Compare Scheels Employee Stock Ownership Plan side-by-side with 3 peers →

Scheels Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Dakota, the nearest ESOP by assets is Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan in FL ($836M); by covered participants it is Gensler Employee Stock Ownership Plan in CA (4,601 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,597 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 Scheels Employee Stock Ownership Plan assets move in 2023? ▼
Scheels Employee Stock Ownership Plan grew at a solid clip - up 10.0% during 2023, from $762M to $838M. Reported net income was $76M.
How have Scheels All Sports, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scheels All Sports, Inc.'s sponsor-wide assets grew 27.6%, from $781M to $996M.
Where does Scheels Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Scheels Employee Stock Ownership Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Scheels Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan in FL ($836M, 15,500 participants).
Which ESOP plans cover a similar participant headcount to Scheels Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gensler Employee Stock Ownership Plan in CA (4,601 participants, $442M 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 450306649.

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.