ESOP · DOL Form 5500 · 2024

Schmidt & Bartelt, Inc ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
28
Participants Small participant base
57th
Percentile by assets National rank
$384,996
Avg per participant High balance/head
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Official DOL plan name: Schmidt & Bartelt, Inc. Employee Stock Ownership Plan · Sponsored by Schmidt & Bartelt, Inc · Wisconsin · Other Services

$11M in assets, 28 participants

Schmidt & Bartelt, Inc's Schmidt & Bartelt, Inc. Employee Stock Ownership Plan reported $11M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,841 in Other Services (7,719 peers)

What the 2024 filing shows

Schmidt & Bartelt, Inc. Employee Stock Ownership Plan holds $11M for 28 participants - about $384,996 per participant, above the median plan by assets.

#5,841
in Other Services (7,719 peers)
+1.5%
assets growth YoY

Schmidt & Bartelt, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Other Services and all filers

Schmidt & Bartelt, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,779,900 Top 43% higher than 57% 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

Schmidt & Bartelt, 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. Schmidt & Bartelt, Inc. Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schmidt & Bartelt, Inc. Employee Stock Ownership Plan reported net income fell from $417K in the plan year 2023 filing to $163K in the plan year 2024 filing.
  • Schmidt & Bartelt, Inc. Employee Stock Ownership Plan reported participants rose from 24 in the plan year 2023 filing to 28 in the plan year 2024 filing.
  • Schmidt & Bartelt, Inc. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 390986146 · Schmidt & Bartelt, Inc PY 2024 · ESOP

Schmidt & Bartelt, Inc. Employee Stock Ownership Plan · $11M · 28 · 57th

  • EOY $11M
  • 5500 28
  • ASSETS 57th
  • PCT ESOP
  • EIN near Diw Group, Inc. Employee Stock Ownership Plan
  • RANK ind #5841

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 Wisconsin →

Schmidt & Bartelt, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Buse Timber & Sales, Inc. Employee Stock Ownership PlanBuse Timber & Sales, Inc. Em…$11MSchmidt & Bartelt, Inc. Employee Stock Ownership PlanSchmidt & Bartelt, Inc. Empl…$11MDiw Group, Inc. Employee Stock Ownership PlanDiw Group, Inc. Employee Sto…$11MTown & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership PlanTown & Country Grocers of Fr…$11MPridgeon & Clay, Inc. Employee Stock Ownership PlanPridgeon & Clay, Inc. Employ…$11M
End-of-year total assets ($M) among Schmidt & Bartelt, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$163K
Employer EIN390986146
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schmidt & Bartelt, Inc)

Sponsor-wide plan assets over time

All Schmidt & Bartelt, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 5.677451193083023% vs 2022
2024 filing year
$10M$10.2M$10.4M$10.6M$10.8M$11M 202220232024 $10.2M $10.8M ▲ +5.7%
Year Plans Participants Total Assets
2022 1 27 $10M
2023 1 24 $11M
2024 1 28 $11M

Nearby ESOP Plans in Wisconsin

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

Schmidt & Bartelt, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Schmidt & Bartelt, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0107799 · Participants: 28Schmidt & Bartelt, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Schmidt & Bartelt, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Schmidt & Bartelt, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Diw Group, Inc. Employee Stock Ownership Plan in MD ($11M); by covered participants it is Asu Group Employee Stock Ownership Plan in MI (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Schmidt & Bartelt, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Schmidt & Bartelt, Inc. Employee Stock Ownership Plan edged up modestly - up 1.5% during 2024, from $11M to $11M. Reported net income was $163K.
How have Schmidt & Bartelt, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schmidt & Bartelt, Inc's sponsor-wide assets grew 5.7%, from $10M to $11M.
Which ESOP plans are similar in size to Schmidt & Bartelt, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Diw Group, Inc. Employee Stock Ownership Plan in MD ($11M, 76 participants).
Which ESOP plans cover a similar participant headcount to Schmidt & Bartelt, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Asu Group Employee Stock Ownership Plan in MI (28 participants, $4M 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 390986146.

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.