ESOP · DOL Form 5500 · 2022

Guzzardo School of Music & Store, Inc. ESOP

Data updated 2026-08-25

$233K
Total assets Small plan by assets
6
Participants Small participant base
12th
Percentile by assets National rank
$38,773
Avg per participant Low balance/head
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Official DOL plan name: Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan · Sponsored by Guzzardo School of Music & Store, Inc. · Illinois · Retail Trade

$233K in assets, 6 participants

Guzzardo School of Music & Store, Inc.'s Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan reported $233K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,699 in Retail Trade (9,519 peers)

Guzzardo School of Music & Store, Inc. multi-year trail

Guzzardo School of Music & Store, Inc.'s plans moved -33.7% in assets from 2022 to 2024; this filing shows Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan at $233K / 6 participants.

#1,699
in Retail Trade (9,519 peers)
-4.8%
assets change YoY

The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$232,636 12th percentile higher than 12% 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

Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan is a micro filing (6 participants), the leftmost band.

Published 5500 schedule card

Filing strip 362752070 · Guzzardo School of Music & Store, Inc. PY 2022 · ESOP

Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan · $233K · 6 · 12th

  • NET $233K
  • BOOK 6
  • VS-ST 12th
  • BOY ESOP
  • SCH near J. D. Hendley & Associates, Inc. E.S.O.P.
  • EBSA ind #1699

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 Illinois →

Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Guzzardo School of Music & Store, Inc. Employee Stock Ownership PlanGuzzardo School of Music & S…$233KJ. D. Hendley & Associates, Inc. E.S.O.P.J. D. Hendley & Associates, …$232KEmployees' Stock Ownership Plan of Chas. Lunsford Sons & AssociatesEmployees' Stock Ownership P…$232KRedi Haul Trailers, Inc. Employees Stock Ownership TrustRedi Haul Trailers, Inc. Emp…$231KEconocorp, Inc. Employee Stock Ownership PlanEconocorp, Inc. Employee Sto…$230K
End-of-year total assets ($M) among Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Guzzardo School of Music & Store, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Guzzardo School of Music & Store, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$154K 33.66245980845613% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M 202220232024 $0.23M $0.15M ▼ -34.8%
Year Plans Participants Total Assets
2022 1 6 $233K
2023 1 5 $177K
2024 1 5 $154K

Guzzardo School of Music & Store, Inc. filing trail (2022)

Total Assets (Beginning of Year)$244K
Net Assets (End of Year)$233K
Net Income-$12K
Employer EIN362752070
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000232636 · Participants: 6Guzzardo School of Music & Store, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is J. D. Hendley & Associates, Inc. E.S.O.P. in GA ($232K); by covered participants it is Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust in KS (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan edged down modestly - down 4.8% during 2022, from $244K to $233K. Reported net income was -$12K.
How have Guzzardo School of Music & Store, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Guzzardo School of Music & Store, Inc.'s sponsor-wide assets declined 33.7%, from $233K to $154K.
Where does Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan ranks in the 12th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is J. D. Hendley & Associates, Inc. E.S.O.P. in GA ($232K, 4 participants).
Which ESOP plans cover a similar participant headcount to Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust in KS (6 participants, $2M 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 362752070.

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.