ESOP · DOL Form 5500 · 2024

Keller, Schroeder & Associates, Inc ESOP

Data updated 2026-07-24

$38M
Total assets: 99
Participants: 81st
Percentile by assets: $381,455
Avg per participant

Official DOL plan name: Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Keller, Schroeder & Associates, Inc · Indiana · Professional & Technical Services

$38M in assets, 99 participants

Keller, Schroeder & Associates, Inc's Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan reported $38M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

81st percentile by assets (of 116,472 plans)

Where Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan sits by assets

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $38M for 99 participants (~$381,455/participant), down 2.7% in 2024.

$38M
total plan assets (2024 EOY): 99
covered participants: 81st
percentile by assets (of 116,472 plans): $381,455
avg assets per participant

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan reported net income fell from $290K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan reported participants fell from 108 in the plan year 2023 filing to 99 in the plan year 2024 filing.
Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $39M in the plan year 2023 filing to $38M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Indiana

Industry

Professional & Technical Services

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan outranks 81% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$39M
Net Assets (End of Year)	$38M
Net Income	-$1M
Employer EIN	351550894
Plan Effective Date	2003-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Keller, Schroeder & Associates, Inc)

Total plan assets by year, all Keller, Schroeder & Associates, Inc plans on file

Year	Plans	Participants	Total Assets
2022	2	195	$56M
2023	2	218	$58M
2024	2	202	$57M

Nearby ESOP Plans in Indiana

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

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $2.2B · 4,295
Urschel Laboratories Employee Stock Ownership Plan $432M · 509
Nibco Inc. Employee Stock Ownership Plan $377M · 1,370
Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $170M · 622
Ermco, Inc. Employee Stock Ownership Plan $151M · 123

Compare Keller, Schroeder & Associates, Inc. Emp… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.

Invision Communications, Inc. Employee Stock Ownership Plan (CA) $38M · 162
Comsonics, Inc. Employee Stock Ownership Trust (VA) $38M · 283
Acme Mechanical Contractors of Virginia, Inc. Employee Stock Ownership Plan and Trust (VA) $38M · 124
Fire Engineering Company Inc Employee Stock Ownership Plan (UT) $38M · 101

Frequently Asked Questions

How did Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan edged down modestly - down 2.7% during 2024, from $39M to $38M. Reported net income was -$1M.

How have Keller, Schroeder & Associates, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Keller, Schroeder & Associates, Inc's sponsor-wide assets grew 1.4%, from $56M to $57M.

Where does Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Invision Communications, Inc. Employee Stock Ownership Plan in CA ($38M, 162 participants).

Next read for Keller, Schroeder & Associates, Inc. Emp…

Scale reading

Ways to act on Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
Keller, Schroeder & Associates, Inc's sponsor-wide assets have grown 1.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 351550894.

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.