ESOP · DOL Form 5500 · 2024

Schoeneman Bros. Company ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
54
Participants Small participant base
25th
Percentile by assets National rank
$22,536
Avg per participant Low balance/head
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Official DOL plan name: Schoeneman's Employee Stock Ownership Plan · Sponsored by Schoeneman Bros. Company · South Dakota · Retail Trade

$1M in assets, 54 participants

Schoeneman Bros. Company's Schoeneman's Employee Stock Ownership Plan reported $1M in total assets and 54 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,994 in Retail Trade (8,048 peers)

Schoeneman Bros. Company multi-year trail

Schoeneman Bros. Company's plans moved -91.5% in assets from 2023 to 2024; this filing shows Schoeneman's Employee Stock Ownership Plan at $1M / 54 participants.

#2,994
in Retail Trade (8,048 peers)
-91.5%
assets change YoY

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schoeneman's Employee Stock Ownership Plan among the smaller filed plans by assets

Schoeneman's Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,216,954 25th percentile higher than 25% of 123,620 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 2024

Schoeneman's Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schoeneman's Employee Stock Ownership Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schoeneman's Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2023 filing to -$13M in the plan year 2024 filing.
  • Schoeneman's Employee Stock Ownership Plan end-of-year assets fell from $14M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Schoeneman's Employee Stock Ownership Plan reported participants fell from 55 in the plan year 2023 filing to 54 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 420511590 · Schoeneman Bros. Company PY 2024 · ESOP

Schoeneman's Employee Stock Ownership Plan · $1M · 54 · 25th

  • 5500 $1M
  • ASSETS 54
  • PCT 25th
  • EIN ESOP
  • RANK near The Capital Management Corporation Employee Stock Ownership Plan
  • PHOTO ind #2994

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 South Dakota →

Schoeneman's Employee Stock Ownership Plan in the asset neighbourhood

Schoeneman's Employee Stock Ownership PlanSchoeneman's Employee Stock …$1MThe Capital Management Corporation Employee Stock Ownership PlanThe Capital Management Corpo…$1MYoder Industries Employee Stock Ownership PlanYoder Industries Employee St…$1MEtw Employee Stock Ownership PlanEtw Employee Stock Ownership…$1MAcri Commercial Realty, Inc. Employee Stock Ownership PlanAcri Commercial Realty, Inc.…$1M
End-of-year total assets ($M) among Schoeneman's Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Schoeneman Bros. Company multi-year asset trail

Sponsor-wide plan assets over time

All Schoeneman Bros. Company plans reported in each filing year

Latest sponsor-wide plan assets
$1M 91.51893822292111% vs 2023
2024 filing year
$0M$5M$10M$15M$20M 20232024 $14.4M $1.22M ▼ -91.5%
Year Plans Participants Total Assets
2023 1 55 $14M
2024 1 54 $1M

Schoeneman Bros. Company filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$1M
Net Income-$13M
Employer EIN420511590
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Dakota

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

Schoeneman's Employee Stock Ownership Plan vs. nearby ESOP plans in South Dakota, assets vs. participants Scatter plot of 6 data points. 0200400600800 -50050100150 Total assets ($M) Participants Schoeneman's Employee Stock Ownership Plan, Total assets ($M): 1.216954 · Participants: 54Schoeneman's Employee Stock Ownership PlanShowplace Wood Products, Inc. Employee Stock Ownership Plan, Total assets ($M): 103.967023 · Participants: 529Showplace Wood Products, Inc. Employee Stock Ownership PlanFishback Financial Corporation Employee Stock Ownership Plan, Total assets ($M): 56.010399 · Participants: 715Fishback Financial Corporation Employee Stock Ownership PlanBierschbach Equipment & Supply Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 46.027058 · Participants: 87Bierschbach Equipment & Supply Co., Inc. Employee Stock Ownership PlanRe/Spec Inc. Employee Stock Ownership Plan, Total assets ($M): 45.003648 · Participants: 497Re/Spec Inc. Employee Stock Ownership PlanThe Ramkota Companies, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 41.777263 · Participants: 108The Ramkota Companies, Inc. Employee Stock Ownership Plan and Trust
Schoeneman's Employee Stock Ownership Plan vs. nearby ESOP plans in South Dakota, assets vs. participants
Compare Schoeneman's Employee Stock Ownership Plan side-by-side with 3 peers →

Schoeneman's Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Dakota, the nearest ESOP by assets is The Capital Management Corporation Employee Stock Ownership Plan in VA ($1M); by covered participants it is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Schoeneman's Employee Stock Ownership Plan assets move in 2024? ▼
Schoeneman's Employee Stock Ownership Plan contracted severely - down 91.5% during 2024, from $14M to $1M. Reported net income was -$13M.
How have Schoeneman Bros. Company plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Schoeneman Bros. Company's sponsor-wide assets declined 91.5%, from $14M to $1M.
Where does Schoeneman's Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Schoeneman's Employee Stock Ownership Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which ESOP plans are similar in size to Schoeneman's Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Capital Management Corporation Employee Stock Ownership Plan in VA ($1M, 8 participants).
Which ESOP plans cover a similar participant headcount to Schoeneman's Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (54 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420511590.

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.