ESOP · DOL Form 5500 · 2022

Heartland Security Insurance Group ESOP

Data updated 2026-08-11

$17M
Total assets
213
Participants
74th
Percentile by assets
$78,749
Avg per participant
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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.

  • 74th percentile by assets (of 139,126 plans)
  • #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.

$17M
total plan assets (2022 EOY)
213
covered participants
74th
percentile by assets (of 139,126 plans)
$78,749
avg assets per participant

Where Heartland Security Insurance Group ESOP Plan sits 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 $2,010,000,000 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

State
Texas
Industry
Finance & Insurance

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Heartland Security Insurance Group ESOP Plan reports 213 participants - about 31% of that state average ($17M EOY assets).

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)

$35M$36M$37M$38M 202220232024 $35.6M $37.5M ▲ +5.5%
Total plan assets by year, all Heartland Security Insurance Group plans on file
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 ($B) Participants Heartland Security I…, Total assets ($B): 0.016773489 · Participants: 213Heartland Security I…Sammons Enterprises,…, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises,…Highland Homes Emplo…, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Emplo…Cactus Feeders, Inc.…, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc.…Austin Industries Em…, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Em…Lja 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 … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Heartland Security Insurance Group ESOP Plan by total assets, not by location.

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).

Next read for Heartland Security Insurance Group ESOP …

Filing takeaways

Ways to act on Heartland Security Insurance Group ESOP Plan's numbers.

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.