Profit Sharing · DOL Form 5500 · 2023
Donald a. Fanelli & Stefano Desteno Profit Sharing Plan
Data updated 2026-08-25
- $704K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $703,575
- Avg per participant High balance/head
Official DOL plan name: Donald a. Fanelli & Stefano Desteno · Sponsored by Donald a. Fanelli & Stefano Desteno · New Jersey · Healthcare & Social Assistance
$704K in assets, 1 participants
Donald a. Fanelli & Stefano Desteno's Donald a. Fanelli & Stefano Desteno reported $704K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #2,854 in Healthcare & Social Assistance (17,684 peers)
Donald a. Fanelli & Stefano Desteno multi-year trail
Donald a. Fanelli & Stefano Desteno's plans moved +15.2% in assets from 2022 to 2023; this filing shows Donald a. Fanelli & Stefano Desteno at $704K / 1 participant.
- #2,854
- in Healthcare & Social Assistance (17,684 peers)
- +15.2%
- assets growth YoY
Donald a. Fanelli & Stefano Desteno among the smaller filed plans by assets
Donald a. Fanelli & Stefano Desteno vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$703,575 21st percentile higher than 21% 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
Donald a. Fanelli & Stefano Desteno among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Donald a. Fanelli & Stefano Desteno is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Donald a. Fanelli & Stefano Desteno reported net income rose from -$112K in the plan year 2022 filing to $93K in the plan year 2023 filing.
- Donald a. Fanelli & Stefano Desteno end-of-year assets rose from $611K in the plan year 2022 filing to $704K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 222325759 · Donald a. Fanelli & Stefano Desteno PY 2023 · Profit Sharing
Donald a. Fanelli & Stefano Desteno · $704K · 1 · 21st
- 5500 $704K
- 5500 1
- 5500 21st
- 5500 Profit Sharing
- 5500 near Eminutes a Law Corporation Profit Sharing Plan
- 5500 ind #2854
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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →
Donald a. Fanelli & Stefano Desteno in the asset neighbourhood
Donald a. Fanelli & Stefano Desteno multi-year asset trail
Sponsor-wide plan assets over time
All Donald a. Fanelli & Stefano Desteno plans reported in each filing year
- Latest sponsor-wide plan assets
- $704K 15.217202624739826% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $611K |
| 2023 | 1 | 1 | $704K |
Donald a. Fanelli & Stefano Desteno filing trail (2023)
| Total Assets (Beginning of Year) | $611K |
|---|---|
| Net Assets (End of Year) | $704K |
| Net Income | $93K |
| Employer EIN | 222325759 |
| Plan Effective Date | 1983-02-15 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,843
- Operating Engineers Local 825 Profit Sharing Fund $1.4B · 10,336
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.4B · 8,602
- IBEW Local Union No 102 Surety Plan $637M · 2,283
- Kpmg Partner Retirement Savings Plan $529M · 1,895
Donald a. Fanelli & Stefano Desteno's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Eminutes a Law Corporation Profit Sharing Plan in NY ($704K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($704K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.