ESOP · DOL Form 5500 · 2024
Schena Roofing & Sheet Metal Company, Inc. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 97
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $32,711
- Avg per participant Low balance/head
Official DOL plan name: Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan · Sponsored by Schena Roofing & Sheet Metal Company, Inc. · Michigan · Construction
$3M in assets, 97 participants
Schena Roofing & Sheet Metal Company, Inc.'s Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan reported $3M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #3,030 in Construction (9,039 peers)
Schena Roofing & Sheet Metal Company, Inc. multi-year trail
Schena Roofing & Sheet Metal Company, Inc.'s plans moved +167.9% in assets from 2022 to 2024; this filing shows Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan at $3M / 97 participants.
- #3,030
- in Construction (9,039 peers)
- -16.1%
- assets change YoY
The plan reported a net loss of $517K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,173,000 35th percentile higher than 35% 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
Schena Roofing & Sheet Metal Co., 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. Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan is a small filing (97 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to -$517K in the plan year 2024 filing.
- Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan reported participants fell from 113 in the plan year 2023 filing to 97 in the plan year 2024 filing.
DOL schedule card
Filing strip 381895735 · Schena Roofing & Sheet Metal Company, Inc. PY 2024 · ESOP
Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan · $3M · 97 · 35th
- ASSETS $3M
- PCT 97
- EIN 35th
- RANK ESOP
- PHOTO near Holt Lumber, Inc. Employee Stock Ownership Plan
- IND ind #3030
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 Michigan →
Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood
Schena Roofing & Sheet Metal Company, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Schena Roofing & Sheet Metal Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 167.9219792282361% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 112 | $1M |
| 2023 | 2 | 226 | $8M |
| 2024 | 1 | 97 | $3M |
Schena Roofing & Sheet Metal Company, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | -$12M |
| Net Income | -$517K |
| Employer EIN | 381895735 |
| Plan Effective Date | 2022-04-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Michigan
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan $1.6B · 1,780
- The Kendall Group Employee Stock Ownership Plan $900M · 1,936
- Project Worldwide, Inc. Employee Stock Ownership Plan $453M · 1,284
- Motor City Electric Co. Employee Stock Ownership Plan $410M · 218
- Lee Contracting, Inc. Employee Stock Ownership Plan $250M · 565
Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Michigan, the nearest ESOP by assets is Holt Lumber, Inc. Employee Stock Ownership Plan in CA ($3M); by covered participants it is Barnes, Inc. Employee Stock Ownership Plan in WI (97 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (97 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.