ESOP · DOL Form 5500 · 2023
Feingold & Feingold Insurance Agency, Inc. ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 14
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $103,401
- Avg per participant Below avg balance/head
Official DOL plan name: Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan · Sponsored by Feingold & Feingold Insurance Agency, Inc. · Massachusetts · Finance & Insurance
$1M in assets, 14 participants
Feingold & Feingold Insurance Agency, Inc.'s Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan reported $1M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.
- #1,597 in Finance & Insurance (8,869 peers)
Feingold & Feingold Insurance Agency, Inc. multi-year trail
Feingold & Feingold Insurance Agency, Inc.'s plans moved +12.1% in assets from 2022 to 2024; this filing shows Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan at $1M / 14 participants.
- #1,597
- in Finance & Insurance (8,869 peers)
- +9.3%
- assets growth YoY
Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,447,609 27th percentile higher than 27% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Feingold & Feingold Insurance Agency 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. Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan reported net income rose from -$26K in the plan year 2022 filing to $123K in the plan year 2023 filing.
- Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan reported participants fell from 24 in the plan year 2022 filing to 14 in the plan year 2023 filing.
- Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 042274728 · Feingold & Feingold Insurance Agency, Inc. PY 2023 · ESOP
Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan · $1M · 14 · 27th
- BOY $1M
- BOY 14
- BOY 27th
- BOY ESOP
- BOY near Kwame Building Group Inc. Employee Stock Ownership Plan
- BOY ind #1597
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 Massachusetts →
Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan in the asset neighbourhood
Feingold & Feingold Insurance Agency, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Feingold & Feingold Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 12.091630038399305% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $1M |
| 2023 | 1 | 14 | $1M |
| 2024 | 1 | 15 | $1M |
Feingold & Feingold Insurance Agency, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $123K |
| Employer EIN | 042274728 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Massachusetts
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Consigli Building Group Employee Stock Ownership Plan $612M · 1,511
- The Gillette Company Employee Stock Ownership Plan $349M · 174
- Shawmut Group Employee Stock Ownership Plan $274M · 716
- First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $245M · 641
- Eastern Bank Employee Stock Ownership Plan $213M · 1,778
Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Massachusetts, the nearest ESOP by assets is Kwame Building Group Inc. Employee Stock Ownership Plan in MO ($1M); by covered participants it is Eureka Homestead ESOP in LA (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.
- Eureka Homestead ESOP (LA) 14 · 0 off
- Bridge Community Bank ESOP (IA) 14 · 0 off
- Iti Manufacturing, Inc. Employee Stock Ownership Plan (TX) 14 · 0 off
- Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan (NM) 14 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.