ESOP · DOL Form 5500 · 2023

Fantasea Resorts Group, Inc ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
71
Participants Small participant base
72nd
Percentile by assets National rank
$271,823
Avg per participant High balance/head
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Official DOL plan name: Fantasea Resorts Group Employee Stock Ownership Plan · Sponsored by Fantasea Resorts Group, Inc · New Jersey · Real Estate

$19M in assets, 71 participants

Fantasea Resorts Group, Inc's Fantasea Resorts Group Employee Stock Ownership Plan reported $19M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,085 in Real Estate (4,727 peers)

Fantasea Resorts Group, Inc multi-year trail

Fantasea Resorts Group, Inc's plans moved -75.4% in assets from 2023 to 2024; this filing shows Fantasea Resorts Group Employee Stock Ownership Plan at $19M / 71 participants.

#4,085
in Real Estate (4,727 peers)
-2.1%
assets change YoY

Fantasea Resorts Group Employee Stock Ownership Plan's outsized position by total assets

Fantasea Resorts Group Employee Stock Ownership Plan vs every filed plan by assets

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

$19,299,401 Top 28% higher than 72% 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

Fantasea Resorts 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. Fantasea Resorts Group Employee Stock Ownership Plan is a small filing (71 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 453837474 · Fantasea Resorts Group, Inc PY 2023 · ESOP

Fantasea Resorts Group Employee Stock Ownership Plan · $19M · 71 · 72nd

  • EOY $19M
  • 5500 71
  • ASSETS 72nd
  • PCT ESOP
  • EIN near H. M. Cragg Co. Employee Stock Ownership Plan and Trust
  • RANK ind #4085

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 New Jersey →

Fantasea Resorts Group Employee Stock Ownership Plan in the asset neighbourhood

Your Building Centers, Inc. Employee Stock Ownership PlanYour Building Centers, Inc. …$19MMatrix Design Group, Inc. Employee Stock Ownership PlanMatrix Design Group, Inc. Em…$19MFantasea Resorts Group Employee Stock Ownership PlanFantasea Resorts Group Emplo…$19MH. M. Cragg Co. Employee Stock Ownership Plan and TrustH. M. Cragg Co. Employee Sto…$19ME&m Logistics Inc. Employee Stock Ownership PlanE&m Logistics Inc. Employee …$19M
End-of-year total assets ($M) among Fantasea Resorts Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Fantasea Resorts Group, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Fantasea Resorts Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 75.35214693968999% vs 2023
2024 filing year
$0M$5M$10M$15M$20M$25M 20232024 $19.3M $4.76M ▼ -75.3%
Year Plans Participants Total Assets
2023 2 145 $19M
2024 1 111 $5M

Fantasea Resorts Group, Inc filing trail (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)-$1M
Net Income$204K
Employer EIN453837474
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

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

Fantasea Resorts Group Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Fantasea Resorts Group Employee Stock Ownership Plan, Total assets ($M): 19.299401 · Participants: 71Fantasea Resorts Group Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 420.904787 · Participants: 1127Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 309.109417 · Participants: 1571Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 300.696739 · Participants: 1050Conair LLC Savings and Investment PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 106.542135 · Participants: 193Amboy Bancorporation Employee Stock Ownership PlanColumbia Bank Employee Stock Ownership Plan, Total assets ($M): 85.571031 · Participants: 729Columbia Bank Employee Stock Ownership Plan
Fantasea Resorts Group Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Fantasea Resorts Group Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest ESOP by assets is H. M. Cragg Co. Employee Stock Ownership Plan and Trust in MN ($19M); by covered participants it is E80 Holdings, Inc. Employee Stock Ownership Plan in WI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Fantasea Resorts Group Employee Stock Ownership Plan assets move in 2023? ▼
Fantasea Resorts Group Employee Stock Ownership Plan edged down modestly - down 2.1% during 2023, from $20M to $19M. Reported net income was $204K.
How have Fantasea Resorts Group, Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Fantasea Resorts Group, Inc's sponsor-wide assets declined 75.4%, from $19M to $5M.
Which ESOP plans are similar in size to Fantasea Resorts Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is H. M. Cragg Co. Employee Stock Ownership Plan and Trust in MN ($19M, 123 participants).
Which ESOP plans cover a similar participant headcount to Fantasea Resorts Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E80 Holdings, Inc. Employee Stock Ownership Plan in WI (71 participants, $7M 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 453837474.

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.