ESOP · DOL Form 5500 · 2022

501c Insurance Programs, Inc. ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
23
Participants Small participant base
82nd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: 501(c) Insurance Programs, Inc. ESOP · Sponsored by 501c Insurance Programs, Inc. · California · Finance & Insurance

$27M in assets, 23 participants

501c Insurance Programs, Inc.'s 501(c) Insurance Programs, Inc. ESOP reported $27M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,502 in Finance & Insurance (9,261 peers)

Where 501(c) Insurance Programs, Inc. ESOP sits by assets

501(c) Insurance Programs, Inc. ESOP sits in the top quartile of all filed plans by assets, $27M for 23 participants (~$1.2M/participant), up 14.9% in 2022.

#6,502
in Finance & Insurance (9,261 peers)
+14.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

501(c) Insurance Programs, Inc. ESOP's outsized position by total assets

501(c) Insurance Programs, Inc. ESOP vs every filed plan by assets

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

$27,144,617 Top 18% higher than 82% 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

501(c) Insurance Programs, Inc. 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. 501(c) Insurance Programs, Inc. ESOP is a small filing (23 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 770290639 · 501c Insurance Programs, Inc. PY 2022 · ESOP

501(c) Insurance Programs, Inc. ESOP · $27M · 23 · 82nd

  • ASSETS $27M
  • PCT 23
  • EIN 82nd
  • RANK ESOP
  • PHOTO near Almar Contracting Corp Employee Stock Ownership Plan
  • IND ind #6502

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 California →

501(c) Insurance Programs, Inc. ESOP in the asset neighbourhood

Morrison Construction Company, Inc. Employee Stock Ownership PlanMorrison Construction Compan…$27MGms Holdings Inc Employee Stock Ownership PlanGms Holdings Inc Employee St…$27MGarrett Holdings, Inc. Employee Stock Ownership PlanGarrett Holdings, Inc. Emplo…$27MAlmar Contracting Corp Employee Stock Ownership PlanAlmar Contracting Corp Emplo…$27M501(c) Insurance Programs, Inc. ESOP501(c) Insurance Programs, I…$27M
End-of-year total assets ($M) among 501(c) Insurance Programs, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN770290639
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (501c Insurance Programs, Inc.)

Sponsor-wide plan assets over time

All 501c Insurance Programs, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 35.70672594127963% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.1M $36.8M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 23 $27M
2023 1 23 $31M
2024 1 22 $37M

Nearby ESOP Plans in California

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

501(c) Insurance Programs, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants 501(c) Insurance Programs, Inc. ESOP, Total assets ($B): 0.027144617 · Participants: 23501(c) Insurance Programs, Inc. ESOPParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
501(c) Insurance Programs, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants
Compare 501(c) Insurance Programs, Inc. ESOP side-by-side with 3 peers →

501(c) Insurance Programs, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Almar Contracting Corp Employee Stock Ownership Plan in NY ($27M); by covered participants it is Profitmaster Displays, Inc. Employee Stock Ownership Plan in GA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 501(c) Insurance Programs, Inc. ESOP assets move in 2022? ▼
501(c) Insurance Programs, Inc. ESOP grew at a solid clip - up 14.9% during 2022, from $24M to $27M. Reported net income was $4M.
How have 501c Insurance Programs, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 501c Insurance Programs, Inc.'s sponsor-wide assets grew 35.7%, from $27M to $37M.
Where does 501(c) Insurance Programs, Inc. ESOP rank by assets among Form 5500 filers? ▼
501(c) Insurance Programs, Inc. ESOP ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to 501(c) Insurance Programs, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Almar Contracting Corp Employee Stock Ownership Plan in NY ($27M, 13 participants).
Which ESOP plans cover a similar participant headcount to 501(c) Insurance Programs, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Profitmaster Displays, Inc. Employee Stock Ownership Plan in GA (23 participants, $6M 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 770290639.

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.