ESOP · DOL Form 5500 · 2024

SCHOOLSPLP ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
17
Participants Small participant base
25th
Percentile by assets National rank
$75,059
Avg per participant Below avg balance/head
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Official DOL plan name: Schoolsplp Employee Stock Ownership Plan · Sponsored by SCHOOLSPLP · Arizona · Educational Services

$1M in assets, 17 participants

SCHOOLSPLP's Schoolsplp Employee Stock Ownership Plan reported $1M in total assets and 17 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.

  • #577 in Educational Services (3,638 peers)

What the 2024 filing shows

Schoolsplp Employee Stock Ownership Plan holds $1M for 17 participants - about $75,059 per participant, in the lower half of filed plans by assets.

#577
in Educational Services (3,638 peers)
-3.3%
assets change YoY

Schoolsplp Employee Stock Ownership Plan among the smaller filed plans by assets

Schoolsplp Employee Stock Ownership Plan vs every filed plan by assets

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

$1,276,000 25th percentile higher than 25% 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

Schoolsplp 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. Schoolsplp Employee Stock Ownership Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schoolsplp 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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 823860766 · SCHOOLSPLP PY 2024 · ESOP

Schoolsplp Employee Stock Ownership Plan · $1M · 17 · 25th

  • PCT $1M
  • PCT 17
  • PCT 25th
  • PCT ESOP
  • PCT near Aaron Investments Inc Employee Stock Ownership Plan
  • PCT ind #577

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 Arizona →

Schoolsplp Employee Stock Ownership Plan in the asset neighbourhood

Schoolsplp Employee Stock Ownership PlanSchoolsplp Employee Stock Ow…$1MAaron Investments Inc Employee Stock Ownership PlanAaron Investments Inc Employ…$1MLukjan Metal Products Employee Stock Ownership PlanLukjan Metal Products Employ…$1MAmerico Bancshares, Inc. Employee Stock Ownership PlanAmerico Bancshares, Inc. Emp…$1MTynan Group, Inc. Employee Stock Ownership PlanTynan Group, Inc. Employee S…$1M
End-of-year total assets ($M) among Schoolsplp Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$40K
Net Income$40K
Employer EIN823860766
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SCHOOLSPLP)

Sponsor-wide plan assets over time

All SCHOOLSPLP plans reported in each filing year

Latest sponsor-wide plan assets
$1M 3.3333333333333335% vs 2023
2024 filing year
$1.26M$1.28M$1.3M$1.32M$1.34M 20232024 $1.32M $1.28M ▼ -3.0%
Year Plans Participants Total Assets
2023 1 17 $1M
2024 1 17 $1M

Nearby ESOP Plans in Arizona

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

Schoolsplp Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Schoolsplp Employee Stock Ownership Plan, Total assets ($B): 0.001276 · Participants: 17Schoolsplp Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.454509943 · Participants: 3220The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.561105831 · Participants: 21253U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.414837473 · Participants: 263Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.26183793 · Participants: 757Wilson Electric Services Corp. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.225590305 · Participants: 1089Pima Medical Institute Employee Stock Ownership Plan
Schoolsplp Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Schoolsplp Employee Stock Ownership Plan side-by-side with 3 peers →

Schoolsplp Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Aaron Investments Inc Employee Stock Ownership Plan in GA ($1M); by covered participants it is Gaskets, Inc. Employee Stock Ownership Plan in WI (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Schoolsplp Employee Stock Ownership Plan assets move in 2024? ▼
Schoolsplp Employee Stock Ownership Plan edged down modestly - down 3.3% during 2024, from $1M to $1M. Reported net income was $40K.
How have SCHOOLSPLP plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), SCHOOLSPLP's sponsor-wide assets declined 3.3%, from $1M to $1M.
Where does Schoolsplp Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Schoolsplp Employee Stock Ownership Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which ESOP plans are similar in size to Schoolsplp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aaron Investments Inc Employee Stock Ownership Plan in GA ($1M, 131 participants).
Which ESOP plans cover a similar participant headcount to Schoolsplp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gaskets, Inc. Employee Stock Ownership Plan in WI (17 participants, $2M 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 823860766.

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.