ESOP · DOL Form 5500 · 2022

Holden Insurance Agency, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
40
Participants Small participant base
33rd
Percentile by assets National rank
$46,969
Avg per participant Low balance/head
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Official DOL plan name: Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Holden Insurance Agency, Inc. · Wisconsin · Finance & Insurance

$2M in assets, 40 participants

Holden Insurance Agency, Inc.'s Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust reported $2M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,053 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust holds $2M for 40 participants - about $46,969 per participant, in the lower half of filed plans by assets.

#2,053
in Finance & Insurance (9,261 peers)
+5.4%
assets growth YoY

Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$1,878,770 33rd percentile higher than 33% 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

Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust is a small filing (40 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 390849775 · Holden Insurance Agency, Inc. PY 2022 · ESOP

Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust · $2M · 40 · 33rd

  • BOOK $2M
  • BOOK 40
  • BOOK 33rd
  • BOOK ESOP
  • BOOK near Qvs Software, Inc. Employee Stock Ownership Plan
  • BOOK ind #2053

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 Wisconsin →

Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Holden Insurance Agency, Inc. Employee Stock Ownership Plan and TrustHolden Insurance Agency, Inc…$2MQvs Software, Inc. Employee Stock Ownership PlanQvs Software, Inc. Employee …$2MElectronic Services Corporation Employee Stock Ownership PlanElectronic Services Corporat…$2MSpeer Financial, Inc. Employee Stock Ownership Plan and TrustSpeer Financial, Inc. Employ…$2MGolterman & Sabo, Inc. Employee Stock Ownership PlanGolterman & Sabo, Inc. Emplo…$2M
End-of-year total assets ($M) among Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$134K
Employer EIN390849775
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holden Insurance Agency, Inc.)

Sponsor-wide plan assets over time

All Holden Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.397930560952112% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M$2.1M 202220232024 $1.88M $1.8M ▼ -4.3%
Year Plans Participants Total Assets
2022 1 40 $2M
2023 1 41 $2M
2024 1 42 $2M

Nearby ESOP Plans in Wisconsin

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

Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.00187877 · Participants: 40Holden Insurance Agency, Inc. Employee Stock Ownership Plan and TrustSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership Plan
Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Qvs Software, Inc. Employee Stock Ownership Plan in NC ($2M); by covered participants it is Suiteamerica Employee Stock Ownership Plan in CA (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 5.4% during 2022, from $2M to $2M. Reported net income was $134K.
How have Holden Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holden Insurance Agency, Inc.'s sponsor-wide assets declined 4.4%, from $2M to $2M.
Which ESOP plans are similar in size to Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Qvs Software, Inc. Employee Stock Ownership Plan in NC ($2M, 9 participants).
Which ESOP plans cover a similar participant headcount to Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Suiteamerica Employee Stock Ownership Plan in CA (40 participants, N/A 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 390849775.

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.