ESOP · DOL Form 5500 · 2023

Capital Insurance Holdings, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
14
Participants Small participant base
34th
Percentile by assets National rank
$195,246
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 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,117 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Capital Insurance Holdings, Inc. Employee Stock Ownership Plan holds $3M for 14 participants - about $195,246 per participant, in the lower half of filed plans by assets.

#2,117
in Finance & Insurance (8,869 peers)
-2.5%
assets change YoY

The plan reported a net loss of $70K 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 2023 · DOL Form 5500

$2,733,443 34th percentile higher than 34% 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

Capital Insurance Holdings, 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. Capital Insurance Holdings, Inc. Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capital Insurance Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$132K in the plan year 2022 filing to -$70K in the plan year 2023 filing.
  • Capital Insurance Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 274483283 · Capital Insurance Holdings, Inc. PY 2023 · ESOP

Capital Insurance Holdings, Inc. Employee Stock Ownership Plan · $3M · 14 · 34th

  • PHOTO $3M
  • PHOTO 14
  • PHOTO 34th
  • PHOTO ESOP
  • PHOTO near Osb Community Bank Employee Stock Ownership Plan
  • PHOTO ind #2117

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

Struthers-Dunn Employee Stock Ownership PlanStruthers-Dunn Employee Stoc…$3MCapital Insurance Holdings, Inc. Employee Stock Ownership PlanCapital Insurance Holdings, …$3MOsb Community Bank Employee Stock Ownership PlanOsb Community Bank Employee …$3ME.S.I. Cases & Accessories, Inc. ESOPE.S.I. Cases & Accessories, …$3MPhi Employee Stock Ownership PlanPhi Employee Stock Ownership…$3M
End-of-year total assets ($M) among Capital Insurance Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$70K
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): 0.002733443 · Participants: 14Capital Insurance Holdings, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen 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 Osb Community Bank Employee Stock Ownership Plan in IL ($3M); by covered participants it is Eureka Homestead ESOP in LA (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 Capital Insurance Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Capital Insurance Holdings, Inc. Employee Stock Ownership Plan edged down modestly - down 2.5% during 2023, from $3M to $3M. Reported net income was -$70K.
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 Osb Community Bank Employee Stock Ownership Plan in IL ($3M, 51 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 Eureka Homestead ESOP in LA (14 participants, $2M 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 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.