ESOP · DOL Form 5500 · 2024
Schmidt & Bartelt, Inc ESOP
Data updated 2026-07-24
- $11M
- Total assets
- 28
- Participants
- 57th
- Percentile by assets
- $384,996
- Avg per participant
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.
- 57th percentile by assets (of 116,472 plans)
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.
- $11M
- total plan assets (2024 EOY)
- 28
- covered participants
- 57th
- percentile by assets (of 116,472 plans)
- $384,996
- avg assets per participant
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.
ESOP filing for Schmidt & Bartelt, Inc. Employee Stock Ownership Plan
ESOP filing for plan year 2024: EIN 390986146 ; effective since 1987-07-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $163K |
| Employer EIN | 390986146 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Schmidt & Bartelt, Inc)
| 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
- Ki Employee Stock Ownership Plan $604M · 1,689
- Wausau Supply Company Employee Stock Ownership Plan $333M · 834
- Trachte Building Systems Employee Stock Ownership Plan $315M · 266
- Hatco Corporation Employee Stock Ownership Plan $291M · 705
- Extreme Engineering Solutions, Inc. Employee Stock Ownership Plan $291M · 368
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Schmidt & Bartelt, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Schmidt & Bartelt, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
How have Schmidt & Bartelt, Inc plan assets changed over time? ▼
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Filing takeaways
Ways to act on Schmidt & Bartelt, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Schmidt & Bartelt, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- Schmidt & Bartelt, Inc's sponsor-wide assets have grown 5.7% since 2022 across 3 plan years on file. More Other Services plans
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.