ESOP · DOL Form 5500 · 2022
Michael J. Antonello & Assoc., Ltd Antonello ESOP
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $5.2M
- Avg per participant High balance/head
Official DOL plan name: Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust · Sponsored by Michael J. Antonello & Assoc., Ltd Antonello · Minnesota · Finance & Insurance
$10M in assets, 2 participants
Michael J. Antonello & Assoc., Ltd Antonello's Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust reported $10M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.
- #4,553 in Finance & Insurance (9,261 peers)
Michael J. Antonello & Assoc., Ltd Antonello multi-year trail
Michael J. Antonello & Assoc., Ltd Antonello's plans moved -80.6% in assets from 2022 to 2024; this filing shows Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust at $10M / 2 participants.
- #4,553
- in Finance & Insurance (9,261 peers)
- -0.7%
- assets change YoY
The plan reported a net loss of $72K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,362,457 Top 34% higher than 66% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust is a micro filing (2 participants), the leftmost band.
Published 5500 schedule card
Filing strip 411923362 · Michael J. Antonello & Assoc., Ltd Antonello PY 2022 · ESOP
Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust · $10M · 2 · 66th
- IND $10M
- IND 2
- IND 66th
- IND ESOP
- IND near Tri-North Builders, Inc. Employee Stock Ownership Plan
- IND ind #4553
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 Minnesota →
Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust in the asset neighbourhood
Michael J. Antonello & Assoc., Ltd Antonello multi-year asset trail
Sponsor-wide plan assets over time
All Michael J. Antonello & Assoc., Ltd Antonello plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 80.58430544030243% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $10M |
| 2023 | 1 | 2 | $10M |
| 2024 | 1 | 2 | $2M |
Michael J. Antonello & Assoc., Ltd Antonello filing trail (2022)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$72K |
| Employer EIN | 411923362 |
| Plan Effective Date | 1998-11-13 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Andersen Corporation Employee Stock Ownership Plan $647M · 9,416
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $486M · 4,373
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $400M · 801
- Force America Inc. Employee Stock Ownership Plan $333M · 359
- Polaris Inc. Employee Stock Ownership Plan $313M · 7,981
Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Minnesota, the nearest ESOP by assets is Tri-North Builders, Inc. Employee Stock Ownership Plan in WI ($10M); by covered participants it is Bay Cities Pyrotector Employee Stock Ownership Plan in CA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Tri-North Builders, Inc. Employee Stock Ownership Plan (WI) $10M · 55
- Csb Bancshares Inc Amended Employee Stock Ownership Plan (KS) $10M · 49
- Inland Fresh Seafood Corporation of America, Inc. Employee Stock Ownership Plan (GA) $10M · 441
- Wexco Incorporated Employee Stock Ownership Plan (OR) $10M · 1
Similar participant headcount
Nearest other-state filings by covered participants (2 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.