ESOP · DOL Form 5500 · 2024
Guzzardo School of Music & Store, Inc. ESOP
Data updated 2026-08-25
- $154K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $30,865
- Avg per participant Low balance/head
Official DOL plan name: Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan · Sponsored by Guzzardo School of Music & Store, Inc. · Illinois · Retail Trade
$154K in assets, 5 participants
Guzzardo School of Music & Store, Inc.'s Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan reported $154K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.
- #1,143 in Retail Trade (8,048 peers)
Guzzardo School of Music & Store, Inc. multi-year trail
Guzzardo School of Music & Store, Inc.'s plans moved -33.7% in assets from 2022 to 2024; this filing shows Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan at $154K / 5 participants.
- #1,143
- in Retail Trade (8,048 peers)
- -13.0%
- assets change YoY
The plan reported a net loss of $23K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$154,325 9th percentile higher than 9% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan reported net income rose from -$55K in the plan year 2023 filing to -$23K in the plan year 2024 filing.
- Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan end-of-year assets fell from $177K in the plan year 2023 filing to $154K in the plan year 2024 filing.
DOL schedule card
Filing strip 362752070 · Guzzardo School of Music & Store, Inc. PY 2024 · ESOP
Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan · $154K · 5 · 9th
- IND $154K
- EOY 5
- 5500 9th
- ASSETS ESOP
- PCT near Topflight Corporation Employee Stock Bonus Plan
- EIN ind #1143
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 Illinois →
Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Guzzardo School of Music & Store, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Guzzardo School of Music & Store, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $154K 33.66245980845613% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $233K |
| 2023 | 1 | 5 | $177K |
| 2024 | 1 | 5 | $154K |
Guzzardo School of Music & Store, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $177K |
|---|---|
| Net Assets (End of Year) | $154K |
| Net Income | -$23K |
| Employer EIN | 362752070 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.7B · 4,909
- Kehe Distributors, Inc. Employee Stock Ownership Plan $2.2B · 4,815
- Scot Forge Company Employee Stock Ownership Plan $1.4B · 491
- Bdo USA Employee Stock Ownership Plan $1.1B · 9,258
- Shorr Paper Products, Inc. Employee Stock Ownership Plan $430M · 543
Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Topflight Corporation Employee Stock Bonus Plan in PA ($154K); by covered participants it is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($154K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.