Other
2023 plan-year Other DOL Form 5500

Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Schaedler Yesco Distribution Inc. · Pennsylvania · Wholesale Trade

What the 2023 filing shows

Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan holds $50M for 326 participants — about $153,447 per participant, up 12.3% over the 2023 plan year.

$50M
total plan assets (2023 EOY)
326
covered participants
$153,447
avg assets per participant
+12.3%
assets growth YoY
Total Assets (2023)
$50M
Participants
326
State
Industry
Wholesale Trade

What the Filing Says About Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan

Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Schaedler Yesco Distribution Inc., headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $50M in total end-of-year assets and covers 326 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 231486799, and the plan has been effective since 1976-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $45M at the beginning of 2023 to $50M at year-end — a gain of 12.3%. Net assets (after liabilities) closed the year at $50M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$45M
Total Assets (End of Year)$50M
Net Assets (End of Year)$50M
Net Income$5M
Plan TypeOther
Employer EIN231486799
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schaedler Yesco Distribution Inc.)

Year Plans Participants Total Assets
2022 2 680 $73M
2023 2 721 $86M
2024 2 867 $88M

Nearby Other Plans in Pennsylvania

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

Frequently Asked Questions

How much money is in the Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan?
As of the 2023 Form 5500 filing, Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan holds $50M in total assets with 326 participants. It is sponsored by Schaedler Yesco Distribution Inc..
What type of plan is Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan?
Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 1976-01-01. The plan is filed with the U.S. Department of Labor under EIN 231486799.
Who sponsors the Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan?
Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan is sponsored by Schaedler Yesco Distribution Inc., located in Pennsylvania. The sponsor's EIN is 231486799 and the plan operates in the Wholesale Trade industry.
How did Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan perform in 2023?
Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan grew by 12.3% during 2023, moving from $45M to $50M in total assets. Net income was $5M.
Where can I find official filings for Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 231486799 or plan name at efast.dol.gov.
How does Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan compare to other plans?
You can compare Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 231486799.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.