ESOP · DOL Form 5500 · 2024

Schaumburg & Polk, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
69
Participants Small participant base
31st
Percentile by assets National rank
$35,064
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Schaumburg & Polk, Inc. Employee Stock Ownership Plan · Sponsored by Schaumburg & Polk, Inc. · Texas · Professional & Technical Services

$2M in assets, 69 participants

Schaumburg & Polk, Inc.'s Schaumburg & Polk, Inc. Employee Stock Ownership Plan reported $2M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,570 in Professional & Technical Services (20,173 peers)

Schaumburg & Polk, Inc. multi-year trail

Schaumburg & Polk, Inc.'s plans moved +40.2% in assets from 2022 to 2024; this filing shows Schaumburg & Polk, Inc. Employee Stock Ownership Plan at $2M / 69 participants.

#5,570
in Professional & Technical Services (20,173 peers)
-0.8%
assets change YoY

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schaumburg & Polk, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Schaumburg & Polk, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,419,416 31st percentile higher than 31% 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

Schaumburg & Polk, 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. Schaumburg & Polk, Inc. Employee Stock Ownership Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schaumburg & Polk, Inc. Employee Stock Ownership Plan reported net income fell from $285K in the plan year 2023 filing to -$18K in the plan year 2024 filing.
  • Schaumburg & Polk, Inc. Employee Stock Ownership Plan reported participants rose from 42 in the plan year 2023 filing to 69 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 741754133 · Schaumburg & Polk, Inc. PY 2024 · ESOP

Schaumburg & Polk, Inc. Employee Stock Ownership Plan · $2M · 69 · 31st

  • ASSETS $2M
  • ASSETS 69
  • ASSETS 31st
  • ASSETS ESOP
  • ASSETS near The Myers-Briggs Company Employee Stock Ownership Plan and Trust
  • ASSETS ind #5570

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 Texas →

Schaumburg & Polk, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Schaumburg & Polk, Inc. Employee Stock Ownership PlanSchaumburg & Polk, Inc. Empl…$2MThe Myers-Briggs Company Employee Stock Ownership Plan and TrustThe Myers-Briggs Company Emp…$2MItamco, Inc. Employee Stock Ownership PlanItamco, Inc. Employee Stock …$2MSports Info Solutions Employee Stock Ownership PlanSports Info Solutions Employ…$2MMolded Products, Inc. Employee Stock Ownership Plan and TrustMolded Products, Inc. Employ…$2M
End-of-year total assets ($M) among Schaumburg & Polk, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Schaumburg & Polk, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Schaumburg & Polk, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 40.23820667992295% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.87M $11M ▲ +40.3%
Year Plans Participants Total Assets
2022 2 103 $8M
2023 2 110 $10M
2024 2 139 $11M

Schaumburg & Polk, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$18K
Employer EIN741754133
Plan Effective Date1988-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Schaumburg & Polk, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Schaumburg & Polk, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002419416 · Participants: 69Schaumburg & Polk, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Schaumburg & Polk, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Schaumburg & Polk, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Schaumburg & Polk, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is The Myers-Briggs Company Employee Stock Ownership Plan and Trust in CA ($2M); by covered participants it is R. C. Lurie Company, Inc. Employee Stock Ownership Plan in AZ (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Schaumburg & Polk, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Schaumburg & Polk, Inc. Employee Stock Ownership Plan held essentially flat - down 0.8% during 2024, from $2M to $2M. Reported net income was -$18K.
How have Schaumburg & Polk, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schaumburg & Polk, Inc.'s sponsor-wide assets grew 40.2%, from $8M to $11M.
Which ESOP plans are similar in size to Schaumburg & Polk, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Myers-Briggs Company Employee Stock Ownership Plan and Trust in CA ($2M, 103 participants).
Which ESOP plans cover a similar participant headcount to Schaumburg & Polk, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is R. C. Lurie Company, Inc. Employee Stock Ownership Plan in AZ (69 participants, $103M 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 741754133.

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.