ESOP · DOL Form 5500 · 2024

Providence Holding, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
83
Participants Small participant base
45th
Percentile by assets National rank
$71,458
Avg per participant Below avg balance/head
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Official DOL plan name: Providence Holding, Inc. Employee Stock Ownership Plan · Sponsored by Providence Holding, Inc. · Louisiana · Professional & Technical Services

$6M in assets, 83 participants

Providence Holding, Inc.'s Providence Holding, Inc. Employee Stock Ownership Plan reported $6M in total assets and 83 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,656 in Professional & Technical Services (20,173 peers)

Providence Holding, Inc. multi-year trail

Providence Holding, Inc.'s plans moved +31.4% in assets from 2022 to 2024; this filing shows Providence Holding, Inc. Employee Stock Ownership Plan at $6M / 83 participants.

#8,656
in Professional & Technical Services (20,173 peers)
+9.0%
assets growth YoY

Providence Holding, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Providence Holding, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,931,016 45th percentile higher than 45% 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

Providence Holding, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Providence Holding, Inc. Employee Stock Ownership Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Providence Holding, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Providence Holding, Inc. Employee Stock Ownership Plan reported participants rose from 78 in the plan year 2023 filing to 83 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 460913058 · Providence Holding, Inc. PY 2024 · ESOP

Providence Holding, Inc. Employee Stock Ownership Plan · $6M · 83 · 45th

  • ASSETS $6M
  • PCT 83
  • EIN 45th
  • RANK ESOP
  • PHOTO near First Liberty Capital Corporation Employee Stock Ownership Plan
  • IND ind #8656

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 →

Providence Holding, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Providence Holding, Inc. Employee Stock Ownership PlanProvidence Holding, Inc. Emp…$6MFirst Liberty Capital Corporation Employee Stock Ownership PlanFirst Liberty Capital Corpor…$6MNatural Resources Consulting Engineers, Inc. Employee Stock Ownership PlanNatural Resources Consulting…$6MForesight Bank Employee Stock Ownership PlanForesight Bank Employee Stoc…$6MHemet Bancorp Employee Stock Ownership PlanHemet Bancorp Employee Stock…$6M
End-of-year total assets ($M) among Providence Holding, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Providence Holding, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Providence Holding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 31.432733942508158% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.7M $18M ▲ +31.4%
Year Plans Participants Total Assets
2022 2 181 $14M
2023 2 174 $16M
2024 2 194 $18M

Providence Holding, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN460913058
Plan Effective Date2012-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Louisiana

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

Providence Holding, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -2000200400600800 Total assets ($M) Participants Providence Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 5.931016 · Participants: 83Providence Holding, Inc. Employee Stock Ownership PlanMagnolia 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
Providence Holding, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants

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

Outside Louisiana, the nearest ESOP by assets is First Liberty Capital Corporation Employee Stock Ownership Plan in CO ($6M); by covered participants it is Sgh Redglaze Holdings, Inc. Employee Stock Ownership Plan in NE (83 participants). Same-state nearby plans are listed separately above.

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 Providence Holding, Inc. Employee Stock Ownership Plan assets move in 2024?
Providence Holding, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.0% during 2024, from $5M to $6M. Reported net income was $2M.
How have Providence Holding, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Providence Holding, Inc.'s sponsor-wide assets grew 31.4%, from $14M to $18M.
Which ESOP plans are similar in size to Providence Holding, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is First Liberty Capital Corporation Employee Stock Ownership Plan in CO ($6M, 17 participants).
Which ESOP plans cover a similar participant headcount to Providence Holding, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Sgh Redglaze Holdings, Inc. Employee Stock Ownership Plan in NE (83 participants, $27M in assets).