ESOP · DOL Form 5500 · 2023

Schnabel, Inc. ESOP

Data updated 2026-08-25

$83M
Total assets Below avg plan size
435
Participants Below avg headcount
90th
Percentile by assets National rank
$191,935
Avg per participant Above avg balance/head
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Official DOL plan name: Schnabel, Inc. Employee Stock Ownership Plan · Sponsored by Schnabel, Inc. · Virginia · Professional & Technical Services

$83M in assets, 435 participants

Schnabel, Inc.'s Schnabel, Inc. Employee Stock Ownership Plan reported $83M in total assets and 435 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,534 in Professional & Technical Services (20,321 peers)

Where Schnabel, Inc. Employee Stock Ownership Plan sits by assets

Schnabel, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $83M for 435 participants (~$191,935/participant), up 11.4% in 2023.

#18,534
in Professional & Technical Services (20,321 peers)
+11.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Schnabel, Inc. Employee Stock Ownership Plan's outsized position by total assets

Schnabel, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$83,491,761 Top 10% higher than 90% 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

Schnabel, Inc. Employee Stock Ownership Plan 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. Schnabel, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (435 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schnabel, Inc. Employee Stock Ownership Plan reported net income rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Schnabel, Inc. Employee Stock Ownership Plan end-of-year assets rose from $75M in the plan year 2022 filing to $83M in the plan year 2023 filing.
  • Schnabel, Inc. Employee Stock Ownership Plan reported participants rose from 414 in the plan year 2022 filing to 435 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 830342835 · Schnabel, Inc. PY 2023 · ESOP

Schnabel, Inc. Employee Stock Ownership Plan · $83M · 435 · 90th

  • SCH $83M
  • EBSA 435
  • PART 90th
  • TYPE ESOP
  • NET near Mckim & Creed, Inc. Employee Stock Ownership Plan
  • BOOK ind #18534

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 Virginia →

Schnabel, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Shamrock Trading Corporation ESOP Retirement PlanShamrock Trading Corporation…$84MNorthern Factory Sales, Inc. Employee Stock Ownership Plan and TrustNorthern Factory Sales, Inc.…$84MMckim & Creed, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee…$84MSchnabel, Inc. Employee Stock Ownership PlanSchnabel, Inc. Employee Stoc…$83MTwin Mro Employee Stock Ownership PlanTwin Mro Employee Stock Owne…$83M
End-of-year total assets ($M) among Schnabel, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$83M
Net Income$9M
Employer EIN830342835
Plan Effective Date1989-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Schnabel, Inc.)

Sponsor-wide plan assets over time

All Schnabel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$200M 53.71212703881948% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $130M $200M ▲ +53.7%
Year Plans Participants Total Assets
2022 2 851 $130M
2023 2 914 $153M
2024 2 1,132 $200M

Nearby ESOP Plans in Virginia

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

Schnabel, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. 02000400060008000 00.511.5 Total assets ($B) Participants Schnabel, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.083491761 · Participants: 435Schnabel, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Schnabel, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Schnabel, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Schnabel, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Mckim & Creed, Inc. Employee Stock Ownership Plan in NC ($84M); by covered participants it is Bane-Welker Employee Stock Ownership Plan in IN (434 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (435 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 Schnabel, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Schnabel, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.4% during 2023, from $75M to $83M. Reported net income was $9M.
How have Schnabel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schnabel, Inc.'s sponsor-wide assets grew 53.7%, from $130M to $200M.
Where does Schnabel, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Schnabel, Inc. Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Schnabel, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mckim & Creed, Inc. Employee Stock Ownership Plan in NC ($84M, 867 participants).
Which ESOP plans cover a similar participant headcount to Schnabel, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bane-Welker Employee Stock Ownership Plan in IN (434 participants, $29M 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 830342835.

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.