ESOP · DOL Form 5500 · 2022

Illinois Casualty Company ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
91
Participants Small participant base
53rd
Percentile by assets National rank
$60,577
Avg per participant Low balance/head
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Official DOL plan name: Icc Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Illinois Casualty Company · Illinois · Finance & Insurance

$6M in assets, 91 participants

Illinois Casualty Company's Icc Holdings, Inc. Employee Stock Ownership Plan reported $6M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,407 in Finance & Insurance (9,261 peers)

Illinois Casualty Company multi-year trail

Illinois Casualty Company's plans moved +47.8% in assets from 2022 to 2024; this filing shows Icc Holdings, Inc. Employee Stock Ownership Plan at $6M / 91 participants.

#3,407
in Finance & Insurance (9,261 peers)
-6.0%
assets change YoY

The plan reported a net loss of $131K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Icc Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Icc Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,512,505 Top 47% higher than 53% 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

Icc Holdings, Inc. 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. Icc Holdings, Inc. Employee Stock Ownership Plan is a small filing (91 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 362165210 · Illinois Casualty Company PY 2022 · ESOP

Icc Holdings, Inc. Employee Stock Ownership Plan · $6M · 91 · 53rd

  • EBSA $6M
  • EBSA 91
  • EBSA 53rd
  • EBSA ESOP
  • EBSA near California Eastern Laboratories, Inc. Employee Stock Ownership Plan
  • EBSA ind #3407

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 →

Icc Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

O & D Manufacturing, Inc. Employee Stock Ownership PlanO & D Manufacturing, Inc. Em…$6MIcc Holdings, Inc. Employee Stock Ownership PlanIcc Holdings, Inc. Employee …$6MCalifornia Eastern Laboratories, Inc. Employee Stock Ownership PlanCalifornia Eastern Laborator…$6MFastbolt Corp. Employee Stock Ownership PlanFastbolt Corp. Employee Stoc…$5MLantana Consulting Group Employee Stock Ownership PlanLantana Consulting Group Emp…$5M
End-of-year total assets ($M) among Icc Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Illinois Casualty Company multi-year asset trail

Sponsor-wide plan assets over time

All Illinois Casualty Company plans reported in each filing year

Latest sponsor-wide plan assets
$8M 47.809389742050115% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.51M $8.15M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 91 $6M
2023 1 112 $5M
2024 1 105 $8M

Illinois Casualty Company filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$3M
Net Income-$131K
Employer EIN362165210
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Icc Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Icc Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005512505 · Participants: 91Icc Holdings, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Icc Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Icc Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Icc Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is California Eastern Laboratories, Inc. Employee Stock Ownership Plan in CA ($6M); by covered participants it is Community First Bank Employee Stock Ownership Plan in WI (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Icc Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Icc Holdings, Inc. Employee Stock Ownership Plan pulled back noticeably - down 6.0% during 2022, from $6M to $6M. Reported net income was -$131K.
How have Illinois Casualty Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Illinois Casualty Company's sponsor-wide assets grew 47.8%, from $6M to $8M.
Which ESOP plans are similar in size to Icc Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is California Eastern Laboratories, Inc. Employee Stock Ownership Plan in CA ($6M, 16 participants).
Which ESOP plans cover a similar participant headcount to Icc Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Community First Bank Employee Stock Ownership Plan in WI (91 participants, $4M 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 362165210.

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.