ESOP · DOL Form 5500 · 2024

Eureka Homestead ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
30th
Percentile by assets National rank
$141,061
Avg per participant Near avg balance/head
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Official DOL plan name: Eureka Homestead ESOP · Sponsored by Eureka Homestead · Louisiana · Finance & Insurance

$2M in assets, 15 participants

Eureka Homestead's Eureka Homestead ESOP reported $2M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,626 in Finance & Insurance (8,549 peers)

Eureka Homestead multi-year trail

Eureka Homestead's plans moved +38.2% in assets from 2022 to 2024; this filing shows Eureka Homestead ESOP at $2M / 15 participants.

#1,626
in Finance & Insurance (8,549 peers)
+0.0%
assets growth YoY

Eureka Homestead ESOP among the smaller filed plans by assets

Eureka Homestead ESOP vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,115,919 30th percentile higher than 30% of 123,620 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 2024

Eureka Homestead ESOP among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eureka Homestead ESOP is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Eureka Homestead ESOP reported net income fell from $673K in the plan year 2023 filing to $28K in the plan year 2024 filing.
  • Eureka Homestead ESOP reported participants rose from 14 in the plan year 2023 filing to 15 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 720180310 · Eureka Homestead PY 2024 · ESOP

Eureka Homestead ESOP · $2M · 15 · 30th

  • VS-ST $2M
  • VS-ST 15
  • VS-ST 30th
  • VS-ST ESOP
  • VS-ST near Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust
  • VS-ST ind #1626

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 →

Eureka Homestead ESOP in the asset neighbourhood

Eureka Homestead ESOP$2MHaviland Bancshares, Inc. Employee Stock Ownership Plan and TrustHaviland Bancshares, Inc. Em…$2MBoettcher Supply, Inc. Employee Stock Ownership PlanBoettcher Supply, Inc. Emplo…$2MEau Gallie Electric Employee Stock Ownership PlanEau Gallie Electric Employee…$2MFirst Federal Savings Bank Employee Stock Ownership PlanFirst Federal Savings Bank E…$2M
End-of-year total assets ($M) among Eureka Homestead ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Eureka Homestead multi-year asset trail

Sponsor-wide plan assets over time

All Eureka Homestead plans reported in each filing year

Latest sponsor-wide plan assets
$10M 38.218247326031324% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.41M $10.3M ▲ +38.3%
Year Plans Participants Total Assets
2022 2 26 $7M
2023 2 28 $9M
2024 2 27 $10M

Eureka Homestead filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income$28K
Employer EIN720180310
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Louisiana

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

Eureka Homestead ESOP vs. nearby ESOP plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -2000200400600800 Total assets ($M) Participants Eureka Homestead ESOP, Total assets ($M): 2.115919 · Participants: 15Eureka Homestead ESOPMagnolia Employee Stock Ownership Plan, Total assets ($M): 731.482952 · Participants: 745Magnolia Employee Stock Ownership PlanAcadian Ambulance Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 528.169396 · Participants: 3705Acadian Ambulance Service, Inc. Employee Stock Ownership PlanRogers Manufacturing Corporation Employee Stock Ownership Plan, Total assets ($M): 160.596658 · Participants: 142Rogers Manufacturing Corporation Employee Stock Ownership PlanMcelroy Metal Mill, Inc. Employee Stock Ownership Plan, Total assets ($M): 142.07737 · Participants: 573Mcelroy Metal Mill, Inc. Employee Stock Ownership PlanGulf Coast Bank & Trust Company Employee Stock Ownership Plan, Total assets ($M): 139.403332 · Participants: 867Gulf Coast Bank & Trust Company Employee Stock Ownership Plan
Eureka Homestead ESOP vs. nearby ESOP plans in Louisiana, assets vs. participants
Compare Eureka Homestead ESOP side-by-side with 3 peers →

Eureka Homestead ESOP's out-of-state ESOP peers by assets and headcount

Outside Louisiana, the nearest ESOP by assets is Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust in KS ($2M); by covered participants it is Battery-Biz Employee Stock Ownership Plan in CA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Eureka Homestead ESOP assets move in 2024? ▼
Eureka Homestead ESOP held essentially flat - up 0.0% during 2024, from $2M to $2M. Reported net income was $28K.
How have Eureka Homestead plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eureka Homestead's sponsor-wide assets grew 38.2%, from $7M to $10M.
Which ESOP plans are similar in size to Eureka Homestead ESOP? ▼
Among ESOP plans in other states, the closest by assets is Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust in KS ($2M, 7 participants).
Which ESOP plans cover a similar participant headcount to Eureka Homestead ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Battery-Biz Employee Stock Ownership Plan in CA (15 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 720180310.

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.