ESOP · DOL Form 5500 · 2023

Providence Holding, Inc ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
78
Participants Small participant base
46th
Percentile by assets National rank
$69,740
Avg per participant Below avg balance/head
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Official DOL plan name: Providence Holding, Inc. Employee Stock Ownership Plan · Sponsored by Providence Holding, Inc · Louisiana · Professional & Technical Services

$5M in assets, 78 participants

Providence Holding, Inc's Providence Holding, Inc. Employee Stock Ownership Plan reported $5M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,930 in Professional & Technical Services (20,321 peers)

Providence Holding, Inc multi-year trail

Providence Holding, Inc's plans moved +31.4% in assets from 2022 to 2024; this filing shows Providence Holding, Inc. Employee Stock Ownership Plan at $5M / 78 participants.

#8,930
in Professional & Technical Services (20,321 peers)
+8.0%
assets growth YoY

Providence Holding, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Providence Holding, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,439,692 46th percentile higher than 46% 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

Providence Holding, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Providence Holding, Inc. Employee Stock Ownership Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Providence Holding, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Providence Holding, Inc. Employee Stock Ownership Plan reported participants fell from 85 in the plan year 2022 filing to 78 in the plan year 2023 filing.
  • Providence Holding, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 460913058 · Providence Holding, Inc PY 2023 · ESOP

Providence Holding, Inc. Employee Stock Ownership Plan · $5M · 78 · 46th

  • RANK $5M
  • PHOTO 78
  • IND 46th
  • EOY ESOP
  • 5500 near Merit Framing, Inc. Employee Stock Ownership Plan
  • ASSETS ind #8930

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 →

Providence Holding, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Providence Holding, Inc. Employee Stock Ownership PlanProvidence Holding, Inc. Emp…$5MMerit Framing, Inc. Employee Stock Ownership PlanMerit Framing, Inc. Employee…$5MUnified Services of Texas, Inc. Employee Stock Ownership PlanUnified Services of Texas, I…$5MStructured Foundation Repairs Holdings, Inc. Employee Stock Ownership PlanStructured Foundation Repair…$5MLampin Corporation Employee Stock Ownership PlanLampin Corporation Employee …$5M
End-of-year total assets ($M) among Providence Holding, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Providence Holding, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Providence Holding, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$18M 31.432733942508158% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.7M $18M ▲ +31.4%
Year Plans Participants Total Assets
2022 2 181 $14M
2023 2 174 $16M
2024 2 194 $18M

Providence Holding, Inc filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN460913058
Plan Effective Date2012-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Louisiana

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

Providence Holding, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -2000200400600800 Total assets ($M) Participants Providence Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 5.439692 · Participants: 78Providence Holding, Inc. Employee Stock Ownership PlanMagnolia 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
Providence Holding, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants
Compare Providence Holding, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Providence Holding, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Louisiana, the nearest ESOP by assets is Merit Framing, Inc. Employee Stock Ownership Plan in CA ($5M); by covered participants it is Caldwell Group Employee Stock Ownership Plan in IL (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Providence Holding, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Providence Holding, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.0% during 2023, from $5M to $5M. Reported net income was $2M.
How have Providence Holding, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Providence Holding, Inc's sponsor-wide assets grew 31.4%, from $14M to $18M.
Which ESOP plans are similar in size to Providence Holding, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Merit Framing, Inc. Employee Stock Ownership Plan in CA ($5M, 272 participants).
Which ESOP plans cover a similar participant headcount to Providence Holding, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Caldwell Group Employee Stock Ownership Plan in IL (78 participants, N/A 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 460913058.

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.