ESOP · DOL Form 5500 · 2022

Lantana Consulting Group ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
54
Participants Small participant base
52nd
Percentile by assets National rank
$101,702
Avg per participant Below avg balance/head
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Official DOL plan name: Lantana Consulting Group Employee Stock Ownership Plan · Sponsored by Lantana Consulting Group · Vermont · Professional & Technical Services

$5M in assets, 54 participants

Lantana Consulting Group's Lantana Consulting Group Employee Stock Ownership Plan reported $5M in total assets and 54 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,864 in Professional & Technical Services (21,562 peers)

Lantana Consulting Group multi-year trail

Lantana Consulting Group's plans moved +193.0% in assets from 2022 to 2024; this filing shows Lantana Consulting Group Employee Stock Ownership Plan at $5M / 54 participants.

#10,864
in Professional & Technical Services (21,562 peers)
+90.1%
assets growth YoY

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lantana Consulting Group Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Lantana Consulting Group Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,491,917 Top 48% higher than 52% of 139,123 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 2022

Lantana Consulting Group Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lantana Consulting Group Employee Stock Ownership Plan is a small filing (54 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 202897420 · Lantana Consulting Group PY 2022 · ESOP

Lantana Consulting Group Employee Stock Ownership Plan · $5M · 54 · 52nd

  • PHOTO $5M
  • PHOTO 54
  • PHOTO 52nd
  • PHOTO ESOP
  • PHOTO near Lanco Assembly Systems, Inc. Employee Stock Ownership Plan
  • PHOTO ind #10864

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 Vermont →

Lantana Consulting Group Employee Stock Ownership Plan in the asset neighbourhood

Fastbolt Corp. Employee Stock Ownership PlanFastbolt Corp. Employee Stoc…$5MLantana Consulting Group Employee Stock Ownership PlanLantana Consulting Group Emp…$5MLanco Assembly Systems, Inc. Employee Stock Ownership PlanLanco Assembly Systems, Inc.…$5MFirst Fence of Georgia, Inc. Employee Stock Ownership PlanFirst Fence of Georgia, Inc.…$5MMaster Magnetics, Inc. Employee Stock Ownership PlanMaster Magnetics, Inc. Emplo…$5M
End-of-year total assets ($M) among Lantana Consulting Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Lantana Consulting Group multi-year asset trail

Sponsor-wide plan assets over time

All Lantana Consulting Group plans reported in each filing year

Latest sponsor-wide plan assets
$16M 192.99912944787766% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $5.49M $16.1M ▲ +193.1%
Year Plans Participants Total Assets
2022 1 54 $5M
2023 1 76 $15M
2024 1 133 $16M

Lantana Consulting Group filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$12M
Net Income-$15M
Employer EIN202897420
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Vermont

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

Lantana Consulting Group Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0100200300400500 -1000100200300400500 Total assets ($M) Participants Lantana Consulting Group Employee Stock Ownership Plan, Total assets ($M): 5.491917 · Participants: 54Lantana Consulting Group Employee Stock Ownership PlanVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 400.862763 · Participants: 421Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 134.547526 · Participants: 301King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 77.87 · Participants: 402Cfc ESOPAmerica's Gardening Resource, Inc. Employee Stock Ownership Plan, Total assets ($M): 27.529451 · Participants: 215America's Gardening Resource, Inc. Employee Stock Ownership PlanTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 18.503938 · Participants: 39Trust Company of Vermont Employee Stock Ownership Plan
Lantana Consulting Group Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Lantana Consulting Group Employee Stock Ownership Plan side-by-side with 3 peers →

Lantana Consulting Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Vermont, the nearest ESOP by assets is Lanco Assembly Systems, Inc. Employee Stock Ownership Plan in ME ($5M); by covered participants it is Bachman, Inc. ESOP in ND (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lantana Consulting Group Employee Stock Ownership Plan assets move in 2022? ▼
Lantana Consulting Group Employee Stock Ownership Plan surged - up 90.1% during 2022, from $3M to $5M. Reported net income was -$15M.
How have Lantana Consulting Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lantana Consulting Group's sponsor-wide assets grew 193.0%, from $5M to $16M.
Which ESOP plans are similar in size to Lantana Consulting Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lanco Assembly Systems, Inc. Employee Stock Ownership Plan in ME ($5M, 152 participants).
Which ESOP plans cover a similar participant headcount to Lantana Consulting Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bachman, Inc. ESOP in ND (54 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 202897420.

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.