ESOP · DOL Form 5500 · 2023
Michael J. Antonello & Assoc., Ltd Antonello ESOP
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $5.1M
- Avg per participant High balance/head
Official DOL plan name: Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust · Sponsored by Michael J. Antonello & Assoc., Ltd Antonello · Minnesota · Finance & Insurance
$10M in assets, 2 participants
Michael J. Antonello & Assoc., Ltd Antonello's Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust reported $10M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #3,895 in Finance & Insurance (8,869 peers)
Michael J. Antonello & Assoc., Ltd Antonello multi-year trail
Michael J. Antonello & Assoc., Ltd Antonello's plans moved -80.6% in assets from 2022 to 2024; this filing shows Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust at $10M / 2 participants.
- #3,895
- in Finance & Insurance (8,869 peers)
- -1.2%
- assets change YoY
The plan reported a net loss of $122K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,240,306 Top 41% higher than 59% 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
Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust reported net income fell from -$72K in the plan year 2022 filing to -$122K in the plan year 2023 filing.
- Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust end-of-year assets fell from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 411923362 · Michael J. Antonello & Assoc., Ltd Antonello PY 2023 · ESOP
Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust · $10M · 2 · 59th
- VS-ST $10M
- BOY 2
- SCH 59th
- EBSA ESOP
- PART near Forum One Communications Corporation Employee Stock Ownership Plan
- TYPE ind #3895
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 Minnesota →
Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust in the asset neighbourhood
Michael J. Antonello & Assoc., Ltd Antonello multi-year asset trail
Sponsor-wide plan assets over time
All Michael J. Antonello & Assoc., Ltd Antonello plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 80.58430544030243% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $10M |
| 2023 | 1 | 2 | $10M |
| 2024 | 1 | 2 | $2M |
Michael J. Antonello & Assoc., Ltd Antonello filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$122K |
| Employer EIN | 411923362 |
| Plan Effective Date | 1998-11-13 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Andersen Corporation Employee Stock Ownership Plan $899M · 11,644
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $498M · 789
- Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $432M · 446
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $432M · 4,575
- Force America Inc. Employee Stock Ownership Plan $427M · 412
Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Minnesota, the nearest ESOP by assets is Forum One Communications Corporation Employee Stock Ownership Plan in CO ($10M); by covered participants it is Watts Enterprises, Inc. Employee Stock Ownership Plan in UT (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Forum One Communications Corporation Employee Stock Ownership Plan (CO) $10M · 128
- Continuum Dynamics, Inc. Employee Stock Ownership Plan (NJ) $10M · 22
- All Weather Contractors, Inc. Employee Stock Ownership Plan (FL) $10M · 104
- 21st Century Plastics Corporation Employee Stock Ownership Plan (MI) $10M · 57
Similar participant headcount
Nearest other-state filings by covered participants (2 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.