ESOP · DOL Form 5500 · 2024

Schu/Marketing Associates, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
28
Participants Small participant base
48th
Percentile by assets National rank
$245,105
Avg per participant Above avg balance/head
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Official DOL plan name: Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Schu/Marketing Associates, Inc. · Minnesota · Wholesale Trade

$7M in assets, 28 participants

Schu/Marketing Associates, Inc.'s Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust reported $7M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,286 in Wholesale Trade (6,080 peers)

Schu/Marketing Associates, Inc. multi-year trail

Schu/Marketing Associates, Inc.'s plans moved +137.2% in assets from 2022 to 2024; this filing shows Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust at $7M / 28 participants.

#2,286
in Wholesale Trade (6,080 peers)
+11.1%
assets growth YoY

Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$6,862,944 48th percentile higher than 48% 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

Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $704K in the plan year 2024 filing.
  • Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 25 in the plan year 2023 filing to 28 in the plan year 2024 filing.
  • Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 411727167 · Schu/Marketing Associates, Inc. PY 2024 · ESOP

Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust · $7M · 28 · 48th

  • PHOTO $7M
  • IND 28
  • EOY 48th
  • 5500 ESOP
  • ASSETS near Eagle Communications, Inc. Employee Stock Ownership Plan
  • PCT ind #2286

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 Minnesota →

Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Polyonics, Inc. Employee Stock Ownership PlanPolyonics, Inc. Employee Sto…$7MSchu/Marketing Associates, Inc. Employee Stock Ownership Plan and TrustSchu/Marketing Associates, I…$7MEagle Communications, Inc. Employee Stock Ownership PlanEagle Communications, Inc. E…$7MFirst Rate Excavate Inc. Employee Stock Ownership PlanFirst Rate Excavate Inc. Emp…$7MProbity, Inc. Employee Stock Ownership PlanProbity, Inc. Employee Stock…$7M
End-of-year total assets ($M) among Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Schu/Marketing Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Schu/Marketing Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 137.1579789814737% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.89M $6.86M ▲ +137.4%
Year Plans Participants Total Assets
2022 1 22 $3M
2023 1 25 $6M
2024 1 28 $7M

Schu/Marketing Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$704K
Employer EIN411727167
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 6.862944 · Participants: 28Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 962.686911 · Participants: 12104Andersen Corporation Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 593.784492 · Participants: 490Landscape Structures, Inc. Employee Stock Ownership Plan and TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 593.525018 · Participants: 782Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 472.716981 · Participants: 615Force America Inc. Employee Stock Ownership PlanAblenet, Inc. Employee Stock Ownership Plan, Total assets ($M): 459.837439 · Participants: 134Ablenet, Inc. Employee Stock Ownership Plan
Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Eagle Communications, Inc. Employee Stock Ownership Plan in KS ($7M); by covered participants it is Asu Group Employee Stock Ownership Plan in MI (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 11.1% during 2024, from $6M to $7M. Reported net income was $704K.
How have Schu/Marketing Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schu/Marketing Associates, Inc.'s sponsor-wide assets grew 137.2%, from $3M to $7M.
Which ESOP plans are similar in size to Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Eagle Communications, Inc. Employee Stock Ownership Plan in KS ($7M, 158 participants).
Which ESOP plans cover a similar participant headcount to Schu/Marketing Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Asu Group Employee Stock Ownership Plan in MI (28 participants, $4M 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 411727167.

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.