ESOP · DOL Form 5500 · 2022

Capital Insurance Holdings, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
14
Participants Small participant base
39th
Percentile by assets National rank
$200,264
Avg per participant Above avg balance/head
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Official DOL plan name: Capital Insurance Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Capital Insurance Holdings, Inc. · Florida · Finance & Insurance

$3M in assets, 14 participants

Capital Insurance Holdings, Inc.'s Capital Insurance Holdings, Inc. Employee Stock Ownership Plan reported $3M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,457 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Capital Insurance Holdings, Inc. Employee Stock Ownership Plan holds $3M for 14 participants - about $200,264 per participant, in the lower half of filed plans by assets.

#2,457
in Finance & Insurance (9,261 peers)
-4.5%
assets change YoY

The plan reported a net loss of $132K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Capital Insurance Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Capital Insurance Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,803,692 39th percentile higher than 39% 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

Capital Insurance Holdings, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capital Insurance Holdings, Inc. Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 274483283 · Capital Insurance Holdings, Inc. PY 2022 · ESOP

Capital Insurance Holdings, Inc. Employee Stock Ownership Plan · $3M · 14 · 39th

  • SCH $3M
  • SCH 14
  • SCH 39th
  • SCH ESOP
  • SCH near Bill Carr Surveys, Inc. Employee Stock Ownership Plan
  • SCH ind #2457

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 Florida →

Capital Insurance Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Heath Ceramics Employee Stock Ownership PlanHeath Ceramics Employee Stoc…$3MVelocity Constructors, Inc. Employee Stock Ownership PlanVelocity Constructors, Inc. …$3MCapital Insurance Holdings, Inc. Employee Stock Ownership PlanCapital Insurance Holdings, …$3MBill Carr Surveys, Inc. Employee Stock Ownership PlanBill Carr Surveys, Inc. Empl…$3MAdvanced Engineering Consultants Employee Stock Ownership PlanAdvanced Engineering Consult…$3M
End-of-year total assets ($M) among Capital Insurance Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$132K
Employer EIN274483283
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Insurance Holdings, Inc.)

Sponsor-wide plan assets over time

All Capital Insurance Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 2.782613853044931% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M 202220232024 $4.62M $4.49M ▼ -2.8%
Year Plans Participants Total Assets
2022 2 31 $5M
2023 2 35 $5M
2024 2 34 $4M

Nearby ESOP Plans in Florida

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

Capital Insurance Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Capital Insurance Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002803692 · Participants: 14Capital Insurance Holdings, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership Plan
Capital Insurance Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Capital Insurance Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Capital Insurance Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Bill Carr Surveys, Inc. Employee Stock Ownership Plan in CA ($3M); by covered participants it is N-Link Corporation Employee Stock Ownership Plan in OR (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Capital Insurance Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Capital Insurance Holdings, Inc. Employee Stock Ownership Plan edged down modestly - down 4.5% during 2022, from $3M to $3M. Reported net income was -$132K.
How have Capital Insurance Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Insurance Holdings, Inc.'s sponsor-wide assets declined 2.8%, from $5M to $4M.
Which ESOP plans are similar in size to Capital Insurance Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bill Carr Surveys, Inc. Employee Stock Ownership Plan in CA ($3M, 30 participants).
Which ESOP plans cover a similar participant headcount to Capital Insurance Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is N-Link Corporation Employee Stock Ownership Plan in OR (14 participants, $2M 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 274483283.

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.