ESOP · DOL Form 5500 · 2023

Heartland Security Insurance Group ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
204
Participants Below avg headcount
69th
Percentile by assets National rank
$80,825
Avg per participant Below avg balance/head
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Official DOL plan name: Heartland Security Insurance Group ESOP Plan · Sponsored by Heartland Security Insurance Group · Texas · Finance & Insurance

$16M in assets, 204 participants

Heartland Security Insurance Group's Heartland Security Insurance Group ESOP Plan reported $16M in total assets and 204 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,849 in Finance & Insurance (8,869 peers)

Coverage in Texas

Heartland Security Insurance Group ESOP Plan covers 204 participants in Texas, about 30% of the average Texas filer (state average ~688 per filing). Assets: $16M.

#4,849
in Finance & Insurance (8,869 peers)
-1.7%
assets change YoY

The plan reported a net loss of $289K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heartland Security Insurance Group ESOP Plan's outsized position by total assets

Heartland Security Insurance Group ESOP Plan vs every filed plan by assets

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

$16,488,336 Top 31% higher than 69% 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

Heartland Security Insurance Group ESOP 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. Heartland Security Insurance Group ESOP Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heartland Security Insurance Group ESOP Plan reported net income fell from $7M in the plan year 2022 filing to -$289K in the plan year 2023 filing.
  • Heartland Security Insurance Group ESOP Plan reported participants fell from 213 in the plan year 2022 filing to 204 in the plan year 2023 filing.
  • Heartland Security Insurance Group ESOP Plan end-of-year assets fell from $17M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 752960792 · Heartland Security Insurance Group PY 2023 · ESOP

Heartland Security Insurance Group ESOP Plan · $16M · 204 · 69th

  • NET $16M
  • BOOK 204
  • VS-ST 69th
  • BOY ESOP
  • SCH near Whitewood Industries, Inc. Employee Stock Ownership Plan
  • EBSA ind #4849

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 Texas →

Heartland Security Insurance Group ESOP Plan in the asset neighbourhood

Aus, Inc. Employee Stock Ownership PlanAus, Inc. Employee Stock Own…$17MDlc Resources, Inc. Employee Stock Ownership PlanDlc Resources, Inc. Employee…$17MRingland-Johnson, Inc. Employee Stock Ownership PlanRingland-Johnson, Inc. Emplo…$17MHeartland Security Insurance Group ESOP PlanHeartland Security Insurance…$16MWhitewood Industries, Inc. Employee Stock Ownership PlanWhitewood Industries, Inc. E…$16M
End-of-year total assets ($M) among Heartland Security Insurance Group ESOP Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$16M
Net Income-$289K
Employer EIN752960792
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Security Insurance Group)

Sponsor-wide plan assets over time

All Heartland Security Insurance Group plans reported in each filing year

Latest sponsor-wide plan assets
$38M 5.471122288153131% vs 2022
2024 filing year
$35M$36M$37M$38M 202220232024 $35.6M $37.5M ▲ +5.5%
Year Plans Participants Total Assets
2022 2 443 $36M
2023 2 439 $36M
2024 2 435 $38M

Nearby ESOP Plans in Texas

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

Heartland Security Insurance Group ESOP Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Heartland Security Insurance Group ESOP Plan, Total assets ($B): 0.016488336 · Participants: 204Heartland Security Insurance Group ESOP PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Heartland Security Insurance Group ESOP Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Heartland Security Insurance Group ESOP Plan side-by-side with 3 peers →

Heartland Security Insurance Group ESOP Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Whitewood Industries, Inc. Employee Stock Ownership Plan in NC ($16M); by covered participants it is Meriwether-Godsey, Inc. Employee Stock Ownership Plan in VA (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Heartland Security Insurance Group ESOP Plan assets move in 2023? ▼
Heartland Security Insurance Group ESOP Plan edged down modestly - down 1.7% during 2023, from $17M to $16M. Reported net income was -$289K.
How have Heartland Security Insurance Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Security Insurance Group's sponsor-wide assets grew 5.5%, from $36M to $38M.
Which ESOP plans are similar in size to Heartland Security Insurance Group ESOP Plan? ▼
Among ESOP plans in other states, the closest by assets is Whitewood Industries, Inc. Employee Stock Ownership Plan in NC ($16M, 186 participants).
Which ESOP plans cover a similar participant headcount to Heartland Security Insurance Group ESOP Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Meriwether-Godsey, Inc. Employee Stock Ownership Plan in VA (204 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 752960792.

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.