ESOP · DOL Form 5500 · 2023
Schena Roofing & Sheet Metal Company, Inc. ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 113
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $33,478
- 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
$4M in assets, 113 participants
Schena Roofing & Sheet Metal Company, Inc.'s Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan reported $4M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #3,368 in Construction (9,030 peers)
Coverage in Michigan
Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan covers 113 participants in Michigan, about 18% of the average Michigan filer (state average ~638 per filing). Assets: $4M.
- #3,368
- in Construction (9,030 peers)
- +191.7%
- assets growth YoY
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 2023 · DOL Form 5500
$3,782,990 39th percentile higher than 39% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2023 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 sits mid-pack in the medium band (113 participants).
Published 5500 schedule card
Filing strip 381895735 · Schena Roofing & Sheet Metal Company, Inc. PY 2023 · ESOP
Schena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership Plan · $4M · 113 · 39th
- EBSA $4M
- PART 113
- TYPE 39th
- NET ESOP
- BOOK near T.C. Millwork Holdings, Inc. Employee Stock Ownership Plan
- VS-ST ind #3368
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
Michigan filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | -$11M |
| Net Income | $3M |
| Employer EIN | 381895735 |
| Plan Effective Date | 2022-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Schena Roofing & Sheet Metal Company, Inc.)
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 |
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 $1.3B · 1,635
- The Kendall Group Employee Stock Ownership Plan $808M · 1,907
- Project Worldwide, Inc. Employee Stock Ownership Plan $436M · 1,173
- Motor City Electric Co. Employee Stock Ownership Plan $258M · 207
- Lee Contracting, Inc. Employee Stock Ownership Plan $238M · 500
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 T.C. Millwork Holdings, Inc. Employee Stock Ownership Plan in PA ($4M); by covered participants it is Savanna Industries Employee Stock Ownership Plan in VA (113 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (113 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.