ESOP · DOL Form 5500 · 2022

Heartland Security Insurance Group ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
213
Participants Below avg headcount
74th
Percentile by assets National rank
$78,749
Avg per participant Below avg balance/head
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Official DOL plan name: Heartland Security Insurance Group ESOP Plan · Sponsored by Heartland Security Insurance Group · Texas · Finance & Insurance

$17M in assets, 213 participants

Heartland Security Insurance Group's Heartland Security Insurance Group ESOP Plan reported $17M in total assets and 213 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,562 in Finance & Insurance (9,261 peers)

Coverage in Texas

Heartland Security Insurance Group ESOP Plan covers 213 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $17M.

#5,562
in Finance & Insurance (9,261 peers)
+69.7%
assets growth YoY

Heartland Security Insurance Group ESOP Plan's outsized position by total assets

Heartland Security Insurance Group ESOP Plan vs every filed plan by assets

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

$16,773,489 Top 26% higher than 74% 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

Heartland Security Insurance Group ESOP Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heartland Security Insurance Group ESOP Plan sits mid-pack in the medium band (213 participants).

DOL schedule card

Filing strip 752960792 · Heartland Security Insurance Group PY 2022 · ESOP

Heartland Security Insurance Group ESOP Plan · $17M · 213 · 74th

  • EIN $17M
  • RANK 213
  • PHOTO 74th
  • IND ESOP
  • EOY near Island Pacific Distributors, Inc Employee Stock Ownership Plan
  • 5500 ind #5562

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 →

Heartland Security Insurance Group ESOP Plan in the asset neighbourhood

Agracel, Inc. Employee Stock Ownership PlanAgracel, Inc. Employee Stock…$17MHeartland Security Insurance Group ESOP PlanHeartland Security Insurance…$17MIsland Pacific Distributors, Inc Employee Stock Ownership PlanIsland Pacific Distributors,…$17MAti Industrial Automation Employee Stock Ownership PlanAti Industrial Automation Em…$17MMcfarland-Johnson, Inc. Employee Stock Ownership PlanMcfarland-Johnson, Inc. Empl…$17M
End-of-year total assets ($M) among Heartland Security Insurance Group ESOP Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$17M
Net Income$7M
Employer EIN752960792
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Security Insurance Group)

Sponsor-wide plan assets over time

All Heartland Security Insurance Group plans reported in each filing year

Latest sponsor-wide plan assets
$38M 5.471122288153131% vs 2022
2024 filing year
$35M$36M$37M$38M 202220232024 $35.6M $37.5M ▲ +5.5%
Year Plans Participants Total Assets
2022 2 443 $36M
2023 2 439 $36M
2024 2 435 $38M

Nearby ESOP Plans in Texas

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

Heartland Security Insurance Group ESOP Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Heartland Security Insurance Group ESOP Plan, Total assets ($B): 0.016773489 · Participants: 213Heartland Security Insurance Group ESOP PlanSammons 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
Heartland Security Insurance Group ESOP Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Heartland Security Insurance Group ESOP Plan side-by-side with 3 peers →

Heartland Security Insurance Group ESOP Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Island Pacific Distributors, Inc Employee Stock Ownership Plan in HI ($17M); by covered participants it is Fema Corporation Employee Stock Ownership Plan in MI (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Heartland Security Insurance Group ESOP Plan assets move in 2022? ▼
Heartland Security Insurance Group ESOP Plan surged - up 69.7% during 2022, from $10M to $17M. Reported net income was $7M.
How have Heartland Security Insurance Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Security Insurance Group's sponsor-wide assets grew 5.5%, from $36M to $38M.
Which ESOP plans are similar in size to Heartland Security Insurance Group ESOP Plan? ▼
Among ESOP plans in other states, the closest by assets is Island Pacific Distributors, Inc Employee Stock Ownership Plan in HI ($17M, 34 participants).
Which ESOP plans cover a similar participant headcount to Heartland Security Insurance Group ESOP Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Fema Corporation Employee Stock Ownership Plan in MI (213 participants, $65M 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 752960792.

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.