ESOP · DOL Form 5500 · 2023

Lantana Consulting Group, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
76
Participants Small participant base
67th
Percentile by assets National rank
$194,181
Avg per participant Above avg balance/head
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Official DOL plan name: Lantana Consulting Group Employee Stock Ownership Plan · Sponsored by Lantana Consulting Group, Inc. · Vermont · Professional & Technical Services

$15M in assets, 76 participants

Lantana Consulting Group, Inc.'s Lantana Consulting Group Employee Stock Ownership Plan reported $15M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,443 in Professional & Technical Services (20,321 peers)

Lantana Consulting Group, Inc. multi-year trail

Lantana Consulting Group, Inc.'s plans moved +193.0% in assets from 2022 to 2024; this filing shows Lantana Consulting Group Employee Stock Ownership Plan at $15M / 76 participants.

#13,443
in Professional & Technical Services (20,321 peers)
+168.7%
assets growth YoY

Lantana Consulting Group Employee Stock Ownership Plan's outsized position by total assets

Lantana Consulting Group Employee Stock Ownership Plan vs every filed plan by assets

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

$14,757,722 Top 33% higher than 67% 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

Lantana Consulting Group 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. Lantana Consulting Group Employee Stock Ownership Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lantana Consulting Group Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Lantana Consulting Group Employee Stock Ownership Plan reported net income rose from -$15M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Lantana Consulting Group Employee Stock Ownership Plan reported participants rose from 54 in the plan year 2022 filing to 76 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 202897420 · Lantana Consulting Group, Inc. PY 2023 · ESOP

Lantana Consulting Group Employee Stock Ownership Plan · $15M · 76 · 67th

  • VS-ST $15M
  • BOY 76
  • SCH 67th
  • EBSA ESOP
  • PART near Kitware, Inc. Employee Ownership Plan
  • TYPE ind #13443

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 Vermont →

Lantana Consulting Group Employee Stock Ownership Plan in the asset neighbourhood

Vernon Holding Company, Inc. Employee Stock Ownership PlanVernon Holding Company, Inc.…$15MMetalcraft, Inc.Employee Stock Ownership PlanMetalcraft, Inc.Employee Sto…$15MLantana Consulting Group Employee Stock Ownership PlanLantana Consulting Group Emp…$15MKitware, Inc. Employee Ownership PlanKitware, Inc. Employee Owner…$15MSoutheast Construction Products, Inc. Employee Stock Ownership PlanSoutheast Construction Produ…$15M
End-of-year total assets ($M) among Lantana Consulting Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Lantana Consulting Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lantana Consulting Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 192.99912944787766% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $5.49M $16.1M ▲ +193.1%
Year Plans Participants Total Assets
2022 1 54 $5M
2023 1 76 $15M
2024 1 133 $16M

Lantana Consulting Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$3M
Net Income$10M
Employer EIN202897420
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Vermont

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

Lantana Consulting Group Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0200400600800 -1000100200300400500 Total assets ($M) Participants Lantana Consulting Group Employee Stock Ownership Plan, Total assets ($M): 14.757722 · Participants: 76Lantana Consulting Group Employee Stock Ownership PlanVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 423.9135 · Participants: 600Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 192.33935 · Participants: 304King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 88.27 · Participants: 427Cfc ESOPHallam Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 23.199304 · Participants: 134Hallam Associates, Inc. Employee Stock Ownership Plan and TrustTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 18.810834 · Participants: 43Trust Company of Vermont Employee Stock Ownership Plan
Lantana Consulting Group Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Lantana Consulting Group Employee Stock Ownership Plan side-by-side with 3 peers →

Lantana Consulting Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Vermont, the nearest ESOP by assets is Kitware, Inc. Employee Ownership Plan in NY ($15M); by covered participants it is Mifflinburg Bank and Trust Company Employee Stock Ownership Plan in PA (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Lantana Consulting Group Employee Stock Ownership Plan assets move in 2023? ▼
Lantana Consulting Group Employee Stock Ownership Plan surged - up 168.7% during 2023, from $5M to $15M. Reported net income was $10M.
How have Lantana Consulting Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lantana Consulting Group, Inc.'s sponsor-wide assets grew 193.0%, from $5M to $16M.
Which ESOP plans are similar in size to Lantana Consulting Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kitware, Inc. Employee Ownership Plan in NY ($15M, 168 participants).
Which ESOP plans cover a similar participant headcount to Lantana Consulting Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mifflinburg Bank and Trust Company Employee Stock Ownership Plan in PA (76 participants, $3M 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 202897420.

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.