ESOP · DOL Form 5500 · 2023

Schmidt & Bartelt, Inc ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
24
Participants Small participant base
60th
Percentile by assets National rank
$442,387
Avg per participant High balance/head
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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.

  • #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.

#6,062
in Other Services (7,857 peers)
+4.1%
assets growth YoY

Schmidt & Bartelt, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Other Services and all filers

Schmidt & Bartelt, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,617,293 Top 40% higher than 60% 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

Schmidt & Bartelt, 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. Schmidt & Bartelt, Inc. Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390986146 · Schmidt & Bartelt, Inc PY 2023 · ESOP

Schmidt & Bartelt, Inc. Employee Stock Ownership Plan · $11M · 24 · 60th

  • NET $11M
  • BOOK 24
  • VS-ST 60th
  • BOY ESOP
  • SCH near Northeast Bank Employee Stock Ownership Plan
  • EBSA ind #6062

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 Wisconsin →

Schmidt & Bartelt, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Keenan, Hopkins, Suder & Stowell Contractors, Inc. Employee StockKeenan, Hopkins, Suder & Sto…$11MMeasurement Incorporated Employee Stock Ownership PlanMeasurement Incorporated Emp…$11MSchmidt & Bartelt, Inc. Employee Stock Ownership PlanSchmidt & Bartelt, Inc. Empl…$11MNortheast Bank Employee Stock Ownership PlanNortheast Bank Employee Stoc…$11MNorthern Habilitative Services Employee Stock Ownership PlanNorthern Habilitative Servic…$11M
End-of-year total assets ($M) among Schmidt & Bartelt, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$417K
Employer EIN390986146
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schmidt & Bartelt, Inc)

Sponsor-wide plan assets over time

All Schmidt & Bartelt, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 5.677451193083023% vs 2022
2024 filing year
$10M$10.2M$10.4M$10.6M$10.8M$11M 202220232024 $10.2M $10.8M ▲ +5.7%
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 Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Schmidt & Bartelt, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.010617293 · Participants: 24Schmidt & Bartelt, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Schmidt & Bartelt, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Schmidt & Bartelt, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Northeast Bank Employee Stock Ownership Plan in MN ($11M); by covered participants it is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Schmidt & Bartelt, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Schmidt & Bartelt, Inc. Employee Stock Ownership Plan edged up modestly - up 4.1% during 2023, from $10M to $11M. Reported net income was $417K.
How have Schmidt & Bartelt, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schmidt & Bartelt, Inc's sponsor-wide assets grew 5.7%, from $10M to $11M.
Which ESOP plans are similar in size to Schmidt & Bartelt, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Northeast Bank Employee Stock Ownership Plan in MN ($11M, 69 participants).
Which ESOP plans cover a similar participant headcount to Schmidt & Bartelt, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants, N/A 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 390986146.

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.