ESOP · DOL Form 5500 · 2024

Lantana Consulting Group, Inc. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
133
Participants Small participant base
66th
Percentile by assets National rank
$120,987
Avg per participant Near 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

$16M in assets, 133 participants

Lantana Consulting Group, Inc.'s Lantana Consulting Group Employee Stock Ownership Plan reported $16M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,105 in Professional & Technical Services (20,173 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 $16M / 133 participants.

#13,105
in Professional & Technical Services (20,173 peers)
+9.0%
assets growth YoY

Lantana Consulting Group Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$16,091,269 Top 34% higher than 66% of 123,620 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 2024

Lantana Consulting Group Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lantana Consulting Group Employee Stock Ownership Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lantana Consulting Group Employee Stock Ownership Plan reported net income fell from $10M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Lantana Consulting Group Employee Stock Ownership Plan reported participants rose from 76 in the plan year 2023 filing to 133 in the plan year 2024 filing.
  • Lantana Consulting Group Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 202897420 · Lantana Consulting Group, Inc. PY 2024 · ESOP

Lantana Consulting Group Employee Stock Ownership Plan · $16M · 133 · 66th

  • BOOK $16M
  • VS-ST 133
  • BOY 66th
  • SCH ESOP
  • EBSA near Brinkman Construction, Inc. Employee Stock Ownership Plan
  • PART ind #13105

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

Watts Engineering Sales, Inc. Employee Stock Ownership PlanWatts Engineering Sales, Inc…$16MBrinkman Construction, Inc. Employee Stock Ownership PlanBrinkman Construction, Inc. …$16MLantana Consulting Group Employee Stock Ownership PlanLantana Consulting Group Emp…$16MBlue Grass Metals, Inc. Employee Stock Ownership PlanBlue Grass Metals, Inc. Empl…$16MRdw Holdings Corp. Employee Stock Ownership PlanRdw Holdings Corp. Employee …$16M
End-of-year total assets ($M) among Lantana Consulting Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)-$1M
Net Income$2M
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. 0200400600 -2000200400600800 Total assets ($M) Participants Lantana Consulting Group Employee Stock Ownership Plan, Total assets ($M): 16.091269 · Participants: 133Lantana Consulting Group Employee Stock Ownership PlanVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 676.102355 · Participants: 566Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 328.17116 · Participants: 320King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 97.513 · Participants: 431Cfc ESOPHallam Associates Inc. Employee Stock Ownership Plan, Total assets ($M): 24.451398 · Participants: 146Hallam Associates Inc. Employee Stock Ownership PlanTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 21.665109 · Participants: 42Trust 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 Brinkman Construction, Inc. Employee Stock Ownership Plan in CO ($16M); by covered participants it is Bardenay, Inc. Retirement Plan in ID (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Lantana Consulting Group Employee Stock Ownership Plan grew at a solid clip - up 9.0% during 2024, from $15M to $16M. Reported net income was $2M.
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 Brinkman Construction, Inc. Employee Stock Ownership Plan in CO ($16M, 104 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 Bardenay, Inc. Retirement Plan in ID (133 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.