ESOP · DOL Form 5500 · 2023

Illinois Casualty Company ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
112
Participants Small participant base
46th
Percentile by assets National rank
$47,813
Avg per participant Low balance/head
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Official DOL plan name: Icc Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Illinois Casualty Company · Illinois · Finance & Insurance

$5M in assets, 112 participants

Illinois Casualty Company's Icc Holdings, Inc. Employee Stock Ownership Plan reported $5M in total assets and 112 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.

  • #2,875 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Icc Holdings, Inc. Employee Stock Ownership Plan covers 112 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $5M.

#2,875
in Finance & Insurance (8,869 peers)
-2.9%
assets change YoY

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

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

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

$5,355,005 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

Icc Holdings, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Icc Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Icc Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$131K in the plan year 2022 filing to $68K in the plan year 2023 filing.
  • Icc Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 91 in the plan year 2022 filing to 112 in the plan year 2023 filing.
  • Icc Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $6M 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 362165210 · Illinois Casualty Company PY 2023 · ESOP

Icc Holdings, Inc. Employee Stock Ownership Plan · $5M · 112 · 46th

  • ASSETS $5M
  • ASSETS 112
  • ASSETS 46th
  • ASSETS ESOP
  • ASSETS near Ecm Holding Group, Inc. Employee Stock Ownership Plan
  • ASSETS ind #2875

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 Illinois →

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

Icc Holdings, Inc. Employee Stock Ownership PlanIcc Holdings, Inc. Employee …$5MEcm Holding Group, Inc. Employee Stock Ownership PlanEcm Holding Group, Inc. Empl…$5MLite Star ESOP$5MLouis a. Roser Company Employee Stock Ownership PlanLouis a. Roser Company Emplo…$5MMidwest Natural Gas Corporation Employee Stock Ownership PlanMidwest Natural Gas Corporat…$5M
End-of-year total assets ($M) among Icc Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$3M
Net Income$68K
Employer EIN362165210
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Illinois Casualty Company)

Sponsor-wide plan assets over time

All Illinois Casualty Company plans reported in each filing year

Latest sponsor-wide plan assets
$8M 47.809389742050115% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.51M $8.15M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 91 $6M
2023 1 112 $5M
2024 1 105 $8M

Nearby ESOP Plans in Illinois

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

Icc Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Icc Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005355005 · Participants: 112Icc Holdings, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Icc Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Icc Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Ecm Holding Group, Inc. Employee Stock Ownership Plan in WI ($5M); by covered participants it is W.M. Kelley Company, Inc. Employee Stock Ownership Plan in IN (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Icc Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Icc Holdings, Inc. Employee Stock Ownership Plan edged down modestly - down 2.9% during 2023, from $6M to $5M. Reported net income was $68K.
How have Illinois Casualty Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Illinois Casualty Company's sponsor-wide assets grew 47.8%, from $6M to $8M.
Which ESOP plans are similar in size to Icc Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ecm Holding Group, Inc. Employee Stock Ownership Plan in WI ($5M, 120 participants).
Which ESOP plans cover a similar participant headcount to Icc Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is W.M. Kelley Company, Inc. Employee Stock Ownership Plan in IN (112 participants, $12M 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 362165210.

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.