ESOP · DOL Form 5500 · 2023

Schaumburg & Polk, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
42
Participants Small participant base
33rd
Percentile by assets National rank
$58,045
Avg per participant Low balance/head
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Official DOL plan name: Schaumburg & Polk, Inc.Employee Stock Ownership Plan · Sponsored by Schaumburg & Polk, Inc. · Texas · Professional & Technical Services

$2M in assets, 42 participants

Schaumburg & Polk, Inc.'s Schaumburg & Polk, Inc.Employee Stock Ownership Plan reported $2M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,947 in Professional & Technical Services (20,321 peers)

Schaumburg & Polk, Inc. multi-year trail

Schaumburg & Polk, Inc.'s plans moved +40.2% in assets from 2022 to 2024; this filing shows Schaumburg & Polk, Inc.Employee Stock Ownership Plan at $2M / 42 participants.

#5,947
in Professional & Technical Services (20,321 peers)
+13.2%
assets growth YoY

Schaumburg & Polk, Inc.Employee Stock Ownership Plan among the smaller filed plans by assets

Schaumburg & Polk, Inc.Employee Stock Ownership Plan vs every filed plan by assets

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

$2,437,910 33rd percentile higher than 33% 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

Schaumburg & Polk, Inc.Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schaumburg & Polk, Inc.Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schaumburg & Polk, Inc.Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Schaumburg & Polk, Inc.Employee Stock Ownership Plan reported participants fell from 44 in the plan year 2022 filing to 42 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 741754133 · Schaumburg & Polk, Inc. PY 2023 · ESOP

Schaumburg & Polk, Inc.Employee Stock Ownership Plan · $2M · 42 · 33rd

  • PHOTO $2M
  • PHOTO 42
  • PHOTO 33rd
  • PHOTO ESOP
  • PHOTO near Flatirons Bank Employee Stock Ownership Plan and Trust
  • PHOTO ind #5947

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 Texas →

Schaumburg & Polk, Inc.Employee Stock Ownership Plan in the asset neighbourhood

Schaumburg & Polk, Inc.Employee Stock Ownership PlanSchaumburg & Polk, Inc.Emplo…$2MFlatirons Bank Employee Stock Ownership Plan and TrustFlatirons Bank Employee Stoc…$2MOxford Construction Company Employee Stock Ownership PlanOxford Construction Company …$2MIrp Group, Inc. Employee Stock Ownership PlanIrp Group, Inc. Employee Sto…$2MOvare Group, Inc. Employee Stock Ownership Plan and TrustOvare Group, Inc. Employee S…$2M
End-of-year total assets ($M) among Schaumburg & Polk, Inc.Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Schaumburg & Polk, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Schaumburg & Polk, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 40.23820667992295% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.87M $11M ▲ +40.3%
Year Plans Participants Total Assets
2022 2 103 $8M
2023 2 110 $10M
2024 2 139 $11M

Schaumburg & Polk, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$285K
Employer EIN741754133
Plan Effective Date1988-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Schaumburg & Polk, Inc.Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Schaumburg & Polk, Inc.Employee Stock Ownership Plan, Total assets ($B): 0.00243791 · Participants: 42Schaumburg & Polk, Inc.Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Schaumburg & Polk, Inc.Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Schaumburg & Polk, Inc.Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Flatirons Bank Employee Stock Ownership Plan and Trust in CO ($2M); by covered participants it is E.V.S. Ltd. Employee Stock Ownership Plan in IN (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Schaumburg & Polk, Inc.Employee Stock Ownership Plan assets move in 2023? ▼
Schaumburg & Polk, Inc.Employee Stock Ownership Plan grew at a solid clip - up 13.2% during 2023, from $2M to $2M. Reported net income was $285K.
How have Schaumburg & Polk, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schaumburg & Polk, Inc.'s sponsor-wide assets grew 40.2%, from $8M to $11M.
Which ESOP plans are similar in size to Schaumburg & Polk, Inc.Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Flatirons Bank Employee Stock Ownership Plan and Trust in CO ($2M, 18 participants).
Which ESOP plans cover a similar participant headcount to Schaumburg & Polk, Inc.Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E.V.S. Ltd. Employee Stock Ownership Plan in IN (42 participants, $22M 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 741754133.

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.