ESOP · DOL Form 5500 · 2023
Schmidt & Bartelt, Inc ESOP
Data updated 2026-08-11
- $11M
- Total assets
- 24
- Participants
- 60th
- Percentile by assets
- $442,387
- Avg per participant
Official DOL plan name: Schmidt & Bartelt, Inc. Employee Stock Ownership Plan · Sponsored by Schmidt & Bartelt, Inc · Wisconsin · Other Services
$11M in assets, 24 participants
Schmidt & Bartelt, Inc's Schmidt & Bartelt, Inc. Employee Stock Ownership Plan reported $11M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- 60th percentile by assets (of 127,072 plans)
- #6,062 in Other Services (7,857 peers)
What the 2023 filing shows
Schmidt & Bartelt, Inc. Employee Stock Ownership Plan holds $11M for 24 participants - about $442,387 per participant, above the median plan by assets.
- $11M
- total plan assets (2023 EOY)
- 24
- covered participants
- 60th
- percentile by assets (of 127,072 plans)
- $442,387
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Schmidt & Bartelt, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $417K in the plan year 2023 filing.
- Schmidt & Bartelt, Inc. Employee Stock Ownership Plan reported participants fell from 27 in the plan year 2022 filing to 24 in the plan year 2023 filing.
- Schmidt & Bartelt, Inc. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
ESOP filing for Schmidt & Bartelt, Inc. Employee Stock Ownership Plan
ESOP filing for plan year 2023: EIN 390986146 ; effective since 1987-07-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $417K |
| Employer EIN | 390986146 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Schmidt & Bartelt, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $10M |
| 2023 | 1 | 24 | $11M |
| 2024 | 1 | 28 | $11M |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
Schmidt & Bartelt, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
- Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
- Ki Employee Stock Ownership Plan $511M · 1,624
- Trachte Building Systems Employee Stock Ownership Plan $331M · 228
- Wausau Supply Company Employee Stock Ownership Plan $315M · 808
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Schmidt & Bartelt, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Schmidt & Bartelt, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
How have Schmidt & Bartelt, Inc plan assets changed over time? ▼
Which ESOP plans are similar in size to Schmidt & Bartelt, Inc. Employee Stock Ownership Plan? ▼
Next read for Schmidt & Bartelt, Inc. Employee Stock O…
Filing takeaways
Ways to act on Schmidt & Bartelt, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Schmidt & Bartelt, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- Schmidt & Bartelt, Inc's sponsor-wide assets have grown 5.7% since 2022 across 3 plan years on file. More Other Services plans