Profit Sharing · DOL Form 5500 · 2022
Donald a. Fanelli & Stefano Desteno Profit Sharing Plan
Data updated 2026-08-25
- $611K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $610,651
- Avg per participant High balance/head
Official DOL plan name: Donald a. Fanelli & Stefano Desteno · Sponsored by Donald a. Fanelli & Stefano Desteno · New Jersey · Healthcare & Social Assistance
$611K in assets, 1 participants
Donald a. Fanelli & Stefano Desteno's Donald a. Fanelli & Stefano Desteno reported $611K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 20th 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.
- #3,247 in Healthcare & Social Assistance (20,060 peers)
Donald a. Fanelli & Stefano Desteno multi-year trail
Donald a. Fanelli & Stefano Desteno's plans moved +15.2% in assets from 2022 to 2023; this filing shows Donald a. Fanelli & Stefano Desteno at $611K / 1 participant.
- #3,247
- in Healthcare & Social Assistance (20,060 peers)
- -15.5%
- assets change YoY
The plan reported a net loss of $112K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Donald a. Fanelli & Stefano Desteno among the smaller filed plans by assets
Donald a. Fanelli & Stefano Desteno vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$610,651 20th percentile higher than 20% 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
Donald a. Fanelli & Stefano Desteno among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Donald a. Fanelli & Stefano Desteno is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 222325759 · Donald a. Fanelli & Stefano Desteno PY 2022 · Profit Sharing
Donald a. Fanelli & Stefano Desteno · $611K · 1 · 20th
- BOY $611K
- SCH 1
- EBSA 20th
- PART Profit Sharing
- TYPE near 461 Point Road, Inc. Retirement Plan
- NET ind #3247
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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →
Donald a. Fanelli & Stefano Desteno in the asset neighbourhood
Donald a. Fanelli & Stefano Desteno multi-year asset trail
Sponsor-wide plan assets over time
All Donald a. Fanelli & Stefano Desteno plans reported in each filing year
- Latest sponsor-wide plan assets
- $704K 15.217202624739826% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $611K |
| 2023 | 1 | 1 | $704K |
Donald a. Fanelli & Stefano Desteno filing trail (2022)
| Total Assets (Beginning of Year) | $722K |
|---|---|
| Net Assets (End of Year) | $611K |
| Net Income | -$112K |
| Employer EIN | 222325759 |
| Plan Effective Date | 1983-02-15 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.2B · 2,189
- Princeton University Retirement Plan $1.8B · 8,141
- Operating Engineers Local 825 Profit Sharing Fund $1.3B · 10,006
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.3B · 8,556
- IBEW Local Union No 102 Surety Plan $593M · 3,061
Donald a. Fanelli & Stefano Desteno's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is 461 Point Road, Inc. Retirement Plan in PA ($611K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($611K here).
- 461 Point Road, Inc. Retirement Plan (PA) $611K · 2
- Grayson, Inc. Retirement Plan (TN) $611K · 6
- No Payne No Gain, Inc. Profit Sharing Plan (VA) $610K · 2
- Sand-Jar Ventures, Inc. Retirement Plan (GA) $610K · 3
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.