ESOP · DOL Form 5500 · 2023
The Schebler Co. ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 220
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $27,834
- Avg per participant Low balance/head
Official DOL plan name: The Schebler Company Employee Stock Ownership Plan · Sponsored by The Schebler Co. · Iowa · Manufacturing
$6M in assets, 220 participants
The Schebler Co.'s The Schebler Company Employee Stock Ownership Plan reported $6M in total assets and 220 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.
- #6,019 in Manufacturing (18,722 peers)
Coverage in Iowa
The Schebler Company Employee Stock Ownership Plan covers 220 participants in Iowa, about 36% of the average Iowa filer (state average ~609 per filing). Assets: $6M.
- #6,019
- in Manufacturing (18,722 peers)
- +90.9%
- assets growth YoY
The Schebler Company Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers
The Schebler Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,123,539 48th percentile higher than 48% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Schebler Company 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. The Schebler Company Employee Stock Ownership Plan sits mid-pack in the medium band (220 participants).
Plan-year Form 5500 strip
Filing strip 364332499 · The Schebler Co. PY 2023 · ESOP
The Schebler Company Employee Stock Ownership Plan · $6M · 220 · 48th
- VS-ST $6M
- VS-ST 220
- VS-ST 48th
- VS-ST ESOP
- VS-ST near Groundwater Sciences Corp. Employee Stock Ownership Plan
- VS-ST ind #6019
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 Iowa →
The Schebler Company Employee Stock Ownership Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | -$131K |
| Net Income | $3M |
| Employer EIN | 364332499 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Schebler Co.)
Sponsor-wide plan assets over time
All The Schebler Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 53.68603025146079% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 220 | $6M |
| 2024 | 1 | 232 | $9M |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Owned Brands, Inc. Employee Stock Ownership Plan $864M · 802
- Van Meter Industrial, Inc. Employee Stock Ownership Plan $596M · 801
- Precision, Inc. Employee Stock Ownership Plan and Trust $438M · 667
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan $428M · 771
- Vgm Group, Inc. Employee Stock Ownership Plan $406M · 1,070
The Schebler Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Iowa, the nearest ESOP by assets is Groundwater Sciences Corp. Employee Stock Ownership Plan in PA ($6M); by covered participants it is Rhodes Development Group, Inc. Employee Stock Ownership Plan in PA (220 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (220 participants); asset peers above are excluded.
- Rhodes Development Group, Inc. Employee Stock Ownership Plan (PA) 220 · 0 off
- Koops, Inc. Employee Stock Ownership Plan (MI) 220 · 0 off
- Qps Employee Stock Ownership Plan (WI) 220 · 0 off
- Speedrack Employee Stock Ownership Plan (MI) 220 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.