ESOP · DOL Form 5500 · 2024
Keller, Schroeder & Associates, Inc ESOP
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 99
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $381,455
- Avg per participant High balance/head
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.
- #16,358 in Professional & Technical Services (20,173 peers)
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.
- #16,358
- in Professional & Technical Services (20,173 peers)
- -2.7%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
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's outsized position by total assets
Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,764,057 Top 19% higher than 81% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Keller, Schroeder & Associates, Inc. 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. Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan is a small filing (99 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Published 5500 schedule card
Filing strip 351550894 · Keller, Schroeder & Associates, Inc PY 2024 · ESOP
Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan · $38M · 99 · 81st
- PART $38M
- TYPE 99
- NET 81st
- BOOK ESOP
- VS-ST near Invision Communications, Inc. Employee Stock Ownership Plan
- BOY ind #16358
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 Indiana →
Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Keller, Schroeder & Associates, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $57M 1.3735934314571423% vs 2022
- 2024 filing year
| 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.
- 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
Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Indiana, the nearest ESOP by assets is Invision Communications, Inc. Employee Stock Ownership Plan in CA ($38M); by covered participants it is Employee Stock Ownership Plan and Trust for the Employees of Quality Manufacturing Services, Inc. in FL (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.
- Employee Stock Ownership Plan and Trust for the Employees of Quality Manufacturing Services, Inc. (FL) 99 · 0 off
- Thumb Bancorp, Inc. Employee Stock Ownership Plan (MI) 99 · 0 off
- Chemcote, Inc. Employee Stock Ownership Plan (OH) 99 · 0 off
- Retirement Planners of America Employee Stock Ownership Plan (TX) 99 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.