ESOP · DOL Form 5500 · 2023

Fraley & Schilling Holdings, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
544
Participants Below avg headcount
61st
Percentile by assets National rank
$20,128
Avg per participant Low balance/head
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Official DOL plan name: Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Fraley & Schilling Holdings, Inc. · Indiana · Transportation & Warehousing

$11M in assets, 544 participants

Fraley & Schilling Holdings, Inc.'s Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust reported $11M in total assets and 544 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #2,060 in Transportation & Warehousing (3,362 peers)

Fraley & Schilling Holdings, Inc. multi-year trail

Fraley & Schilling Holdings, Inc.'s plans moved +29.2% in assets from 2023 to 2024; this filing shows Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust at $11M / 544 participants.

#2,060
in Transportation & Warehousing (3,362 peers)
-$159M
reported net income

The plan reported a net loss of $159M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Transportation & Warehousing and all filers

Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$10,949,769 Top 39% higher than 61% 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

Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust 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. Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (544 participants).

Form 5500 schedule snapshot

Filing strip 464314904 · Fraley & Schilling Holdings, Inc. PY 2023 · ESOP

Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust · $11M · 544 · 61st

  • EOY $11M
  • EOY 544
  • EOY 61st
  • EOY ESOP
  • EOY near Smith Berger Marine, Inc. Employee Stock Ownership Plan
  • EOY ind #2060

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 →

Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and TrustFraley & Schilling Holdings,…$11MSmith Berger Marine, Inc. Employee Stock Ownership PlanSmith Berger Marine, Inc. Em…$11MLuckett & Farley Employee Stock Ownership Plan and Trust AgreementLuckett & Farley Employee St…$11MFirst Financial Northwest, Inc. Employee Stock Ownership PlanFirst Financial Northwest, I…$11MWhitestone Associates, Inc. ESOPWhitestone Associates, Inc. …$11M
End-of-year total assets ($M) among Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Fraley & Schilling Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fraley & Schilling Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 29.152541939469224% vs 2023
2024 filing year
$10M$11M$12M$13M$14M$15M 20232024 $11M $14.1M ▲ +29.1%
Year Plans Participants Total Assets
2023 1 544 $11M
2024 1 529 $14M

Fraley & Schilling Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$159M
Net Income-$159M
Employer EIN464314904
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -0.500.511.522.5 Total assets ($B) Participants Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.010949769 · Participants: 544Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and TrustJasper 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
Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Smith Berger Marine, Inc. Employee Stock Ownership Plan in WA ($11M); by covered participants it is Patriot Framing Employee Stock Ownership Plan in NV (542 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (544 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 have Fraley & Schilling Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Fraley & Schilling Holdings, Inc.'s sponsor-wide assets grew 29.2%, from $11M to $14M.
Which ESOP plans are similar in size to Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Smith Berger Marine, Inc. Employee Stock Ownership Plan in WA ($11M, 25 participants).
Which ESOP plans cover a similar participant headcount to Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Patriot Framing Employee Stock Ownership Plan in NV (542 participants, $7M 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 464314904.

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.