ESOP · DOL Form 5500 · 2023

Margaretville Telephone Co., Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
40
Participants Small participant base
69th
Percentile by assets National rank
$418,219
Avg per participant High balance/head
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Official DOL plan name: Margaretville Telephone Co., Inc. Employee Stock Ownership Plan · Sponsored by Margaretville Telephone Co., Inc. · New York · Information & Media

$17M in assets, 40 participants

Margaretville Telephone Co., Inc.'s Margaretville Telephone Co., Inc. Employee Stock Ownership Plan reported $17M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #1,669 in Information & Media (2,818 peers)

Margaretville Telephone Co., Inc. multi-year trail

Margaretville Telephone Co., Inc.'s plans moved +38.3% in assets from 2022 to 2024; this filing shows Margaretville Telephone Co., Inc. Employee Stock Ownership Plan at $17M / 40 participants.

#1,669
in Information & Media (2,818 peers)
+32.4%
assets growth YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Margaretville Telephone Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

Margaretville Telephone Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$16,728,749 Top 31% higher than 69% of 127,068 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 2023

Margaretville Telephone Co., Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Margaretville Telephone Co., Inc. Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Margaretville Telephone Co., Inc. Employee Stock Ownership Plan reported net income fell from -$611K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Margaretville Telephone Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Margaretville Telephone Co., Inc. Employee Stock Ownership Plan reported participants rose from 39 in the plan year 2022 filing to 40 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 150582945 · Margaretville Telephone Co., Inc. PY 2023 · ESOP

Margaretville Telephone Co., Inc. Employee Stock Ownership Plan · $17M · 40 · 69th

  • PART $17M
  • TYPE 40
  • NET 69th
  • BOOK ESOP
  • VS-ST near Ameron Construction Company, Inc. Employee Stock Ownership Plan
  • BOY ind #1669

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 New York →

Margaretville Telephone Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Margaretville Telephone Co., Inc. Employee Stock Ownership PlanMargaretville Telephone Co.,…$17MAmeron Construction Company, Inc. Employee Stock Ownership PlanAmeron Construction Company,…$17MD & S Manufacturing Company, Inc. Employee Stock Ownership PlanD & S Manufacturing Company,…$17MLincoln Bancorp Employee Stock Ownership PlanLincoln Bancorp Employee Sto…$17MArt's Electric Employee Stock Ownership PlanArt's Electric Employee Stoc…$17M
End-of-year total assets ($M) among Margaretville Telephone Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Margaretville Telephone Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Margaretville Telephone Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 38.328110375500344% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.6M $17.5M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 39 $13M
2023 1 40 $17M
2024 1 42 $17M

Margaretville Telephone Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$8M
Net Income-$3M
Employer EIN150582945
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Margaretville Telephone Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Margaretville Telephone Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 16.728749 · Participants: 40Margaretville Telephone Co., Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Margaretville Telephone Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Margaretville Telephone Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Margaretville Telephone Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Ameron Construction Company, Inc. Employee Stock Ownership Plan in PA ($17M); by covered participants it is Foresight Bank Employee Stock Ownership Plan in MN (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Margaretville Telephone Co., Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Margaretville Telephone Co., Inc. Employee Stock Ownership Plan surged - up 32.4% during 2023, from $13M to $17M. Reported net income was -$3M.
How have Margaretville Telephone Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Margaretville Telephone Co., Inc.'s sponsor-wide assets grew 38.3%, from $13M to $17M.
Which ESOP plans are similar in size to Margaretville Telephone Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ameron Construction Company, Inc. Employee Stock Ownership Plan in PA ($17M, 49 participants).
Which ESOP plans cover a similar participant headcount to Margaretville Telephone Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Foresight Bank Employee Stock Ownership Plan in MN (40 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 150582945.

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.