ESOP · DOL Form 5500 · 2022

Heritage Bank of St. Tammany ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
25
Participants Small participant base
33rd
Percentile by assets National rank
$76,037
Avg per participant Below avg balance/head
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Official DOL plan name: Heritage Bank of St. Tammany Employee Stock Ownership Plan · Sponsored by Heritage Bank of St. Tammany · Louisiana · Finance & Insurance

$2M in assets, 25 participants

Heritage Bank of St. Tammany's Heritage Bank of St. Tammany Employee Stock Ownership Plan reported $2M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,066 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Heritage Bank of St. Tammany Employee Stock Ownership Plan holds $2M for 25 participants - about $76,037 per participant, in the lower half of filed plans by assets.

#2,066
in Finance & Insurance (9,261 peers)
-2.6%
assets change YoY

The plan reported a net loss of $9K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Bank of St. Tammany Employee Stock Ownership Plan among the smaller filed plans by assets

Heritage Bank of St. Tammany Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,900,933 33rd percentile higher than 33% of 139,123 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 2022

Heritage Bank of St. Tammany Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Bank of St. Tammany Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 720308220 · Heritage Bank of St. Tammany PY 2022 · ESOP

Heritage Bank of St. Tammany Employee Stock Ownership Plan · $2M · 25 · 33rd

  • IND $2M
  • IND 25
  • IND 33rd
  • IND ESOP
  • IND near Total Solutions Group, Inc. Employee Stock Ownership Plan
  • IND ind #2066

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 Louisiana →

Heritage Bank of St. Tammany Employee Stock Ownership Plan in the asset neighbourhood

Heritage Bank of St. Tammany Employee Stock Ownership PlanHeritage Bank of St. Tammany…$2MTotal Solutions Group, Inc. Employee Stock Ownership PlanTotal Solutions Group, Inc. …$2MData Papers, Inc. Employee Stock Ownership PlanData Papers, Inc. Employee S…$2MAntech Systems, Inc. Employee Stock Ownership PlanAntech Systems, Inc. Employe…$2MUtah Tank & Trailer Employee Stock Ownership PlanUtah Tank & Trailer Employee…$2M
End-of-year total assets ($M) among Heritage Bank of St. Tammany Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$808K
Net Income-$9K
Employer EIN720308220
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Bank of St. Tammany)

Sponsor-wide plan assets over time

All Heritage Bank of St. Tammany plans reported in each filing year

Latest sponsor-wide plan assets
$6M 5.570822458943461% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.21M $5.5M ▲ +5.6%
Year Plans Participants Total Assets
2022 2 53 $5M
2023 2 54 $6M
2024 2 55 $6M

Nearby ESOP Plans in Louisiana

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

Heritage Bank of St. Tammany Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -2000200400600 Total assets ($M) Participants Heritage Bank of St. Tammany Employee Stock Ownership Plan, Total assets ($M): 1.900933 · Participants: 25Heritage Bank of St. Tammany Employee Stock Ownership PlanMagnolia Employee Stock Ownership Plan, Total assets ($M): 498.809004 · Participants: 561Magnolia Employee Stock Ownership PlanAcadian Ambulance Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 397.78589 · Participants: 3581Acadian Ambulance Service, Inc. Employee Stock Ownership PlanMcelroy Metal Mill, Inc. Employee Stock Ownership Plan, Total assets ($M): 178.557968 · Participants: 566Mcelroy Metal Mill, Inc. Employee Stock Ownership PlanGulf Coast Bank & Trust Company Employee Stock Ownership Plan, Total assets ($M): 110.666049 · Participants: 779Gulf Coast Bank & Trust Company Employee Stock Ownership PlanAmg Employee Stock Ownership Plan, Total assets ($M): 83.954227 · Participants: 439Amg Employee Stock Ownership Plan
Heritage Bank of St. Tammany Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants
Compare Heritage Bank of St. Tammany Employee Stock Ownership Plan side-by-side with 3 peers →

Heritage Bank of St. Tammany Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Louisiana, the nearest ESOP by assets is Total Solutions Group, Inc. Employee Stock Ownership Plan in FL ($2M); by covered participants it is Econocorp, Inc. Employee Stock Ownership Plan in MA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heritage Bank of St. Tammany Employee Stock Ownership Plan assets move in 2022? ▼
Heritage Bank of St. Tammany Employee Stock Ownership Plan edged down modestly - down 2.6% during 2022, from $2M to $2M. Reported net income was -$9K.
How have Heritage Bank of St. Tammany plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Bank of St. Tammany's sponsor-wide assets grew 5.6%, from $5M to $6M.
Which ESOP plans are similar in size to Heritage Bank of St. Tammany Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Total Solutions Group, Inc. Employee Stock Ownership Plan in FL ($2M, 52 participants).
Which ESOP plans cover a similar participant headcount to Heritage Bank of St. Tammany Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Econocorp, Inc. Employee Stock Ownership Plan in MA (25 participants, $291K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 720308220.

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.