ESOP · DOL Form 5500 · 2024
The Schemmer Associates Inc. ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 42
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $31,013
- Avg per participant Low balance/head
Official DOL plan name: The Schemmer Associates Inc. Employee Stock Ownership Plan · Sponsored by The Schemmer Associates Inc. · Nebraska · Professional & Technical Services
$1M in assets, 42 participants
The Schemmer Associates Inc.'s The Schemmer Associates Inc. Employee Stock Ownership Plan reported $1M in total assets and 42 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.
- #4,161 in Professional & Technical Services (20,173 peers)
The Schemmer Associates Inc. multi-year trail
The Schemmer Associates Inc.'s plans moved +54.3% in assets from 2022 to 2024; this filing shows The Schemmer Associates Inc. Employee Stock Ownership Plan at $1M / 42 participants.
- #4,161
- in Professional & Technical Services (20,173 peers)
- -7.3%
- assets change YoY
The plan reported a net loss of $102K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Schemmer Associates Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
The Schemmer Associates Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,302,528 25th percentile higher than 25% 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
The Schemmer 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. The Schemmer Associates Inc. Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Schemmer Associates Inc. Employee Stock Ownership Plan reported net income fell from $39K in the plan year 2023 filing to -$102K in the plan year 2024 filing.
- The Schemmer Associates Inc. Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 470520408 · The Schemmer Associates Inc. PY 2024 · ESOP
The Schemmer Associates Inc. Employee Stock Ownership Plan · $1M · 42 · 25th
- PCT $1M
- PCT 42
- PCT 25th
- PCT ESOP
- PCT near Sunstream Corporation Employee Stock Ownership Plan
- PCT ind #4161
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 Nebraska →
The Schemmer Associates Inc. Employee Stock Ownership Plan in the asset neighbourhood
The Schemmer Associates Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Schemmer Associates Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 54.342186854558626% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 172 | $20M |
| 2023 | 2 | 187 | $25M |
| 2024 | 2 | 189 | $31M |
The Schemmer Associates Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$102K |
| Employer EIN | 470520408 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Nebraska
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Commonwealth Holdings, Inc. Employee Stock Ownership Plan $208M · 241
- Builders Supply Co. , Inc. Employee Stock Ownership Plan $124M · 251
- Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan $91M · 62
- Majors Plastics, Inc. Employee Stock Ownership Plan $91M · 372
- Structural Component Systems, Inc. Employee Stock Ownership Plan and Trust $82M · 391
The Schemmer Associates Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Nebraska, the nearest ESOP by assets is Sunstream Corporation Employee Stock Ownership Plan in NY ($1M); by covered participants it is Sdg Architects, Inc. ESOP in CA (42 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (42 participants); asset peers above are excluded.
- Sdg Architects, Inc. ESOP (CA) 42 · 0 off
- Wayne Bank Employee Stock Ownership Plan (IN) 42 · 0 off
- Scilucent, Inc. Employee Stock Ownership Plan (VA) 42 · 0 off
- Metropolitan Planning Group (CA) 42 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.