ESOP · DOL Form 5500 · 2022
Eureka Homestead ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $122,476
- Avg per participant Near avg balance/head
Official DOL plan name: Eureka Homestead ESOP · Sponsored by Eureka Homestead · Louisiana · Finance & Insurance
$1M in assets, 12 participants
Eureka Homestead's Eureka Homestead ESOP reported $1M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.
- #1,837 in Finance & Insurance (9,261 peers)
Eureka Homestead multi-year trail
Eureka Homestead's plans moved +38.2% in assets from 2022 to 2024; this filing shows Eureka Homestead ESOP at $1M / 12 participants.
- #1,837
- in Finance & Insurance (9,261 peers)
- -3.0%
- assets change YoY
The plan reported a net loss of $20K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Eureka Homestead ESOP among the smaller filed plans by assets
Eureka Homestead ESOP vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,469,706 29th percentile higher than 29% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Eureka Homestead ESOP among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eureka Homestead ESOP is a small filing (12 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 720180310 · Eureka Homestead PY 2022 · ESOP
Eureka Homestead ESOP · $1M · 12 · 29th
- ASSETS $1M
- PCT 12
- EIN 29th
- RANK ESOP
- PHOTO near Js Technologies, Inc. Employee Stock Ownership Plan
- IND ind #1837
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 →
Eureka Homestead ESOP in the asset neighbourhood
Eureka Homestead multi-year asset trail
Sponsor-wide plan assets over time
All Eureka Homestead plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 38.218247326031324% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 26 | $7M |
| 2023 | 2 | 28 | $9M |
| 2024 | 2 | 27 | $10M |
Eureka Homestead filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $451K |
| Net Income | -$20K |
| Employer EIN | 720180310 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Louisiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Magnolia Employee Stock Ownership Plan $499M · 561
- Acadian Ambulance Service, Inc. Employee Stock Ownership Plan $398M · 3,581
- Mcelroy Metal Mill, Inc. Employee Stock Ownership Plan $179M · 566
- Gulf Coast Bank & Trust Company Employee Stock Ownership Plan $111M · 779
- Amg Employee Stock Ownership Plan $84M · 439
Eureka Homestead ESOP's out-of-state ESOP peers by assets and headcount
Outside Louisiana, the nearest ESOP by assets is Js Technologies, Inc. Employee Stock Ownership Plan in VA ($1M); by covered participants it is Estructure Inc. Employee Stock Ownership Plan in CA (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.