ESOP · DOL Form 5500 · 2022

Delta General Agency Corporation ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
29
Participants Small participant base
28th
Percentile by assets National rank
$44,472
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Delta General Agency Employee Stock Ownership Plan and Trust · Sponsored by Delta General Agency Corporation · Texas · Finance & Insurance

$1M in assets, 29 participants

Delta General Agency Corporation's Delta General Agency Employee Stock Ownership Plan and Trust reported $1M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,724 in Finance & Insurance (9,261 peers)

2022 asset change

Delta General Agency Employee Stock Ownership Plan and Trust contracted severely 73.0% in 2022 ($5M → $1M) for 29 participants.

#1,724
in Finance & Insurance (9,261 peers)
-73.0%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Delta General Agency Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Delta General Agency Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$1,289,681 28th percentile higher than 28% 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

Delta General Agency Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Delta General Agency Employee Stock Ownership Plan and Trust is a small filing (29 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 741326527 · Delta General Agency Corporation PY 2022 · ESOP

Delta General Agency Employee Stock Ownership Plan and Trust · $1M · 29 · 28th

  • BOOK $1M
  • BOOK 29
  • BOOK 28th
  • BOOK ESOP
  • BOOK near Edgerton Gear, Inc. Employee Stock Ownership Plan
  • BOOK ind #1724

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 Texas →

Delta General Agency Employee Stock Ownership Plan and Trust in the asset neighbourhood

Delta General Agency Employee Stock Ownership Plan and TrustDelta General Agency Employe…$1MEdgerton Gear, Inc. Employee Stock Ownership PlanEdgerton Gear, Inc. Employee…$1MSchonsheck, Inc. ESOP$1MS.S. Papadopulos & Associates, Inc. Employee Stock Ownership PlanS.S. Papadopulos & Associate…$1MQuantum Controls, Inc. Employee Stock Ownership PlanQuantum Controls, Inc. Emplo…$1M
End-of-year total assets ($M) among Delta General Agency Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$1M
Net Income-$3M
Employer EIN741326527
Plan Effective Date1979-02-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Delta General Agency Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Delta General Agency Employee Stock Ownership Plan and Trust, Total assets ($B): 0.001289681 · Participants: 29Delta General Agency Employee Stock Ownership Plan and TrustSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Delta General Agency Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Texas, assets vs. participants
Compare Delta General Agency Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Delta General Agency Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Edgerton Gear, Inc. Employee Stock Ownership Plan in WI ($1M); by covered participants it is Mckenna Enigineering & Equipment Company, Inc. Employee Stock Ownership Plan in CA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Delta General Agency Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Delta General Agency Employee Stock Ownership Plan and Trust contracted severely - down 73.0% during 2022, from $5M to $1M. Reported net income was -$3M.
Which ESOP plans are similar in size to Delta General Agency Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Edgerton Gear, Inc. Employee Stock Ownership Plan in WI ($1M, 39 participants).
Which ESOP plans cover a similar participant headcount to Delta General Agency Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Mckenna Enigineering & Equipment Company, Inc. Employee Stock Ownership Plan in CA (29 participants, N/A 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 741326527.

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.