ESOP · DOL Form 5500 · 2023

Eureka Homestead ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
31st
Percentile by assets National rank
$151,137
Avg per participant Above avg balance/head
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Official DOL plan name: Eureka Homestead ESOP · Sponsored by Eureka Homestead · Louisiana · Finance & Insurance

$2M in assets, 14 participants

Eureka Homestead's Eureka Homestead ESOP reported $2M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,895 in Finance & Insurance (8,869 peers)

Eureka Homestead multi-year trail

Eureka Homestead's plans moved +38.2% in assets from 2022 to 2024; this filing shows Eureka Homestead ESOP at $2M / 14 participants.

#1,895
in Finance & Insurance (8,869 peers)
+44.0%
assets growth YoY

Eureka Homestead ESOP among the smaller filed plans by assets

Eureka Homestead ESOP vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,115,919 31st percentile higher than 31% of 127,068 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 2023

Eureka Homestead ESOP among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eureka Homestead ESOP is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eureka Homestead ESOP reported net income rose from -$20K in the plan year 2022 filing to $673K in the plan year 2023 filing.
  • Eureka Homestead ESOP end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Eureka Homestead ESOP reported participants rose from 12 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 720180310 · Eureka Homestead PY 2023 · ESOP

Eureka Homestead ESOP · $2M · 14 · 31st

  • BOOK $2M
  • BOOK 14
  • BOOK 31st
  • BOOK ESOP
  • BOOK near Optical Associates, Inc. Employee Stock Ownership Plan
  • BOOK ind #1895

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 Louisiana →

Eureka Homestead ESOP in the asset neighbourhood

Eureka Homestead ESOP$2MOptical Associates, Inc. Employee Stock Ownership PlanOptical Associates, Inc. Emp…$2MNw Financial Holdings, Inc. Employee Stock Ownership PlanNw Financial Holdings, Inc. …$2MMarket Share, Inc. Employee Stock Ownership PlanMarket Share, Inc. Employee …$2MPro-Med, LLC Employee Stock Ownership PlanPro-Med, LLC Employee Stock …$2M
End-of-year total assets ($M) among Eureka Homestead ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Eureka Homestead multi-year asset trail

Sponsor-wide plan assets over time

All Eureka Homestead plans reported in each filing year

Latest sponsor-wide plan assets
$10M 38.218247326031324% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.41M $10.3M ▲ +38.3%
Year Plans Participants Total Assets
2022 2 26 $7M
2023 2 28 $9M
2024 2 27 $10M

Eureka Homestead filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$673K
Employer EIN720180310
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Louisiana

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

Eureka Homestead ESOP vs. nearby ESOP plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -2000200400600800 Total assets ($M) Participants Eureka Homestead ESOP, Total assets ($M): 2.115919 · Participants: 14Eureka Homestead ESOPMagnolia Employee Stock Ownership Plan, Total assets ($M): 611.505673 · Participants: 44Magnolia Employee Stock Ownership PlanAcadian Ambulance Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 446.486105 · Participants: 3467Acadian Ambulance Service, Inc. Employee Stock Ownership PlanMcelroy Metal Mill, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.058565 · Participants: 570Mcelroy Metal Mill, Inc. Employee Stock Ownership PlanRogers Manufacturing Corporation Employee Stock Ownership Plan, Total assets ($M): 132.262774 · Participants: 153Rogers Manufacturing Corporation Employee Stock Ownership PlanGulf Coast Bank & Trust Company Employee Stock Ownership Plan, Total assets ($M): 126.28162 · Participants: 820Gulf Coast Bank & Trust Company Employee Stock Ownership Plan
Eureka Homestead ESOP vs. nearby ESOP plans in Louisiana, assets vs. participants
Compare Eureka Homestead ESOP side-by-side with 3 peers →

Eureka Homestead ESOP's out-of-state ESOP peers by assets and headcount

Outside Louisiana, the nearest ESOP by assets is Optical Associates, Inc. Employee Stock Ownership Plan in CA ($2M); by covered participants it is Bridge Community Bank ESOP in IA (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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Eureka Homestead ESOP assets move in 2023? ▼
Eureka Homestead ESOP surged - up 44.0% during 2023, from $1M to $2M. Reported net income was $673K.
How have Eureka Homestead plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eureka Homestead's sponsor-wide assets grew 38.2%, from $7M to $10M.
Which ESOP plans are similar in size to Eureka Homestead ESOP? ▼
Among ESOP plans in other states, the closest by assets is Optical Associates, Inc. Employee Stock Ownership Plan in CA ($2M, 27 participants).
Which ESOP plans cover a similar participant headcount to Eureka Homestead ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Bridge Community Bank ESOP in IA (14 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 720180310.

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.