ESOP · DOL Form 5500 · 2024

Loesel-Schaaf Insurance Agency, Inc ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
16
Participants Small participant base
52nd
Percentile by assets National rank
$523,886
Avg per participant High balance/head
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Official DOL plan name: Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Loesel-Schaaf Insurance Agency, Inc · Pennsylvania · Finance & Insurance

$8M in assets, 16 participants

Loesel-Schaaf Insurance Agency, Inc's Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust reported $8M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,085 in Finance & Insurance (8,549 peers)

Loesel-Schaaf Insurance Agency, Inc multi-year trail

Loesel-Schaaf Insurance Agency, Inc's plans moved +22.6% in assets from 2022 to 2024; this filing shows Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust at $8M / 16 participants.

#3,085
in Finance & Insurance (8,549 peers)
+7.3%
assets growth YoY

Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$8,382,168 Top 48% higher than 52% 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

Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & 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. Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust reported net income fell from $978K in the plan year 2023 filing to $569K in the plan year 2024 filing.
  • Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust reported participants fell from 18 in the plan year 2023 filing to 16 in the plan year 2024 filing.
  • Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 251300138 · Loesel-Schaaf Insurance Agency, Inc PY 2024 · ESOP

Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust · $8M · 16 · 52nd

  • VS-ST $8M
  • VS-ST 16
  • VS-ST 52nd
  • VS-ST ESOP
  • VS-ST near Priority Designs Employee Stock Ownership Plan
  • VS-ST ind #3085

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 Pennsylvania →

Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Ginos Distributing, Inc. Employee Stock Ownership PlanGinos Distributing, Inc. Emp…$8MLoesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & TrustLoesel-Schaaf Insurance Comp…$8MPriority Designs Employee Stock Ownership PlanPriority Designs Employee St…$8MBepc, Incorporated Employee Stock Ownership PlanBepc, Incorporated Employee …$8MNortm Bhag Employee Stock Ownership PlanNortm Bhag Employee Stock Ow…$8M
End-of-year total assets ($M) among Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Loesel-Schaaf Insurance Agency, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Loesel-Schaaf Insurance Agency, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$8M 22.63088448568991% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $6.84M $8.38M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 20 $7M
2023 1 18 $8M
2024 1 16 $8M

Loesel-Schaaf Insurance Agency, Inc filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$569K
Employer EIN251300138
Plan Effective Date1985-06-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 0.008382168 · Participants: 16Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & TrustWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Priority Designs Employee Stock Ownership Plan in OH ($8M); by covered participants it is Mediu, Inc. Employee Stock Ownership Plan in OH (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust assets move in 2024? ▼
Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust grew at a solid clip - up 7.3% during 2024, from $8M to $8M. Reported net income was $569K.
How have Loesel-Schaaf Insurance Agency, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loesel-Schaaf Insurance Agency, Inc's sponsor-wide assets grew 22.6%, from $7M to $8M.
Which ESOP plans are similar in size to Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Priority Designs Employee Stock Ownership Plan in OH ($8M, 75 participants).
Which ESOP plans cover a similar participant headcount to Loesel-Schaaf Insurance Company, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Mediu, Inc. Employee Stock Ownership Plan in OH (16 participants, $3M 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 251300138.

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.