ESOP · DOL Form 5500 · 2024

The Schebler Co. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
232
Participants Below avg headcount
54th
Percentile by assets National rank
$40,565
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Schebler Company Employee Stock Ownership Plan · Sponsored by The Schebler Co. · Iowa · Manufacturing

$9M in assets, 232 participants

The Schebler Co.'s The Schebler Company Employee Stock Ownership Plan reported $9M in total assets and 232 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #7,080 in Manufacturing (17,777 peers)

Coverage in Iowa

The Schebler Company Employee Stock Ownership Plan covers 232 participants in Iowa, about 38% of the average Iowa filer (state average ~609 per filing). Assets: $9M.

#7,080
in Manufacturing (17,777 peers)
+53.7%
assets growth YoY

The Schebler Company Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

The Schebler Company Employee Stock Ownership Plan vs every filed plan by assets

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

$9,411,024 Top 46% higher than 54% 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

The Schebler Company Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Schebler Company Employee Stock Ownership Plan sits mid-pack in the medium band (232 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Schebler Company Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • The Schebler Company Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • The Schebler Company Employee Stock Ownership Plan reported participants rose from 220 in the plan year 2023 filing to 232 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 364332499 · The Schebler Co. PY 2024 · ESOP

The Schebler Company Employee Stock Ownership Plan · $9M · 232 · 54th

  • TYPE $9M
  • TYPE 232
  • TYPE 54th
  • TYPE ESOP
  • TYPE near Forum One Communications Corporation Employee Stock Ownership Plan
  • TYPE ind #7080

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 Iowa →

The Schebler Company Employee Stock Ownership Plan in the asset neighbourhood

K & S Wire Products, Inc. Employee Stock Ownership PlanK & S Wire Products, Inc. Em…$9MCarrier Johnson Employee Stock Ownership PlanCarrier Johnson Employee Sto…$9MThe Schebler Company Employee Stock Ownership PlanThe Schebler Company Employe…$9MForum One Communications Corporation Employee Stock Ownership PlanForum One Communications Cor…$9MGectwo, Inc. Employee Stock Ownership PlanGectwo, Inc. Employee Stock …$9M
End-of-year total assets ($M) among The Schebler Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income$4M
Employer EIN364332499
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Schebler Co.)

Sponsor-wide plan assets over time

All The Schebler Co. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 53.68603025146079% vs 2023
2024 filing year
$5M$6M$7M$8M$9M$10M 20232024 $6.12M $9.41M ▲ +53.8%
Year Plans Participants Total Assets
2023 1 220 $6M
2024 1 232 $9M

Nearby ESOP Plans in Iowa

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

The Schebler Company Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500 -20002004006008001000 Total assets ($M) Participants The Schebler Company Employee Stock Ownership Plan, Total assets ($M): 9.411024 · Participants: 232The Schebler Company Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 877.41862 · Participants: 819Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 658.666503 · Participants: 849Van Meter Industrial, Inc. Employee Stock Ownership PlanIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 498.079165 · Participants: 907Ita Group Holdings, Inc. Employees' Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 472.977214 · Participants: 658Precision, Inc. Employee Stock Ownership Plan and TrustVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.304167 · Participants: 1169Vgm Group, Inc. Employee Stock Ownership Plan
The Schebler Company Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare The Schebler Company Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest ESOP by assets is Forum One Communications Corporation Employee Stock Ownership Plan in CO ($9M); by covered participants it is Cirtronics Corporation Employee Stock Ownership Plan in NH (232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (232 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 The Schebler Company Employee Stock Ownership Plan assets move in 2024? ▼
The Schebler Company Employee Stock Ownership Plan surged - up 53.7% during 2024, from $6M to $9M. Reported net income was $4M.
How have The Schebler Co. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Schebler Co.'s sponsor-wide assets grew 53.7%, from $6M to $9M.
Which ESOP plans are similar in size to The Schebler Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Forum One Communications Corporation Employee Stock Ownership Plan in CO ($9M, 123 participants).
Which ESOP plans cover a similar participant headcount to The Schebler Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cirtronics Corporation Employee Stock Ownership Plan in NH (232 participants, $9M 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 364332499.

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.