ESOP · DOL Form 5500 · 2023
Holden Insurance Agency, Inc. ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 41
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $49,497
- Avg per participant Low balance/head
Official DOL plan name: Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Holden Insurance Agency, Inc. · Wisconsin · Finance & Insurance
$2M in assets, 41 participants
Holden Insurance Agency, Inc.'s Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust reported $2M in total assets and 41 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.
- #1,846 in Finance & Insurance (8,869 peers)
2023 asset change
Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip 8.0% in 2023 ($2M → $2M) for 41 participants.
- #1,846
- in Finance & Insurance (8,869 peers)
- +8.0%
- assets growth YoY
The plan reported a net loss of $394K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets
Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,029,374 31st percentile higher than 31% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust is a small filing (41 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $134K in the plan year 2022 filing to -$394K in the plan year 2023 filing.
- Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 40 in the plan year 2022 filing to 41 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 390849775 · Holden Insurance Agency, Inc. PY 2023 · ESOP
Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust · $2M · 41 · 31st
- ASSETS $2M
- PCT 41
- EIN 31st
- RANK ESOP
- PHOTO near Rdn Employee Stock Ownership Plan
- IND ind #1846
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 Wisconsin →
Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Holden Insurance Agency, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Holden Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 4.397930560952112% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 40 | $2M |
| 2023 | 1 | 41 | $2M |
| 2024 | 1 | 42 | $2M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$394K |
| Employer EIN | 390849775 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
- Ki Employee Stock Ownership Plan $511M · 1,624
- Trachte Building Systems Employee Stock Ownership Plan $331M · 228
- Wausau Supply Company Employee Stock Ownership Plan $315M · 808
Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Rdn Employee Stock Ownership Plan in CA ($2M); by covered participants it is Quantumdigital, Inc. Employee Stock Ownership Plan in TX (41 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (41 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.