ESOP · DOL Form 5500 · 2024

Holden Insurance Agency, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
42
Participants Small participant base
28th
Percentile by assets National rank
$42,765
Avg per participant Low balance/head
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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, 42 participants

Holden Insurance Agency, Inc.'s Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust reported $2M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,500 in Finance & Insurance (8,549 peers)

2024 asset change

Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust pulled back noticeably 11.5% in 2024 ($2M → $2M) for 42 participants.

#1,500
in Finance & Insurance (8,549 peers)
-11.5%
assets change YoY

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 2024 · DOL Form 5500

$1,796,143 28th percentile higher than 28% 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

Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 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 (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$394K in the plan year 2023 filing to $275K in the plan year 2024 filing.
  • Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 41 in the plan year 2023 filing to 42 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 390849775 · Holden Insurance Agency, Inc. PY 2024 · ESOP

Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust · $2M · 42 · 28th

  • IND $2M
  • IND 42
  • IND 28th
  • IND ESOP
  • IND near Hollywood Woodwork, Inc. Employee Stock Ownership Plan
  • IND ind #1500

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. Employee Stock Ownership Plan and TrustHolden Insurance Agency, Inc…$2MHollywood Woodwork, Inc. Employee Stock Ownership PlanHollywood Woodwork, Inc. Emp…$2MAdvanced Cryogenics Enterprises, Inc. Employee Stock Ownership TrustAdvanced Cryogenics Enterpri…$2MHausbeck Pickle Company Employee Stock Ownership PlanHausbeck Pickle Company Empl…$2MAviation & Missile Holdings, Inc. Employee Stock Ownership PlanAviation & Missile Holdings,…$2M
End-of-year total assets ($M) among Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Holden Insurance Agency, Inc. years around the 2024 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
$1.7M$1.8M$1.9M$2M$2.1M 202220232024 $1.88M $1.8M ▼ -4.3%
Year Plans Participants Total Assets
2022 1 40 $2M
2023 1 41 $2M
2024 1 42 $2M

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$275K
Employer EIN390849775
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.001796143 · Participants: 42Holden Insurance Agency, Inc. Employee Stock Ownership Plan and TrustSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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 Hollywood Woodwork, Inc. Employee Stock Ownership Plan in FL ($2M); by covered participants it is Sdg Architects, Inc. ESOP in CA (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust pulled back noticeably - down 11.5% during 2024, from $2M to $2M. Reported net income was $275K.
How have Holden Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holden Insurance Agency, Inc.'s sponsor-wide assets declined 4.4%, from $2M to $2M.
Which ESOP plans are similar in size to Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Hollywood Woodwork, Inc. Employee Stock Ownership Plan in FL ($2M, 91 participants).
Which ESOP plans cover a similar participant headcount to Holden Insurance Agency, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Sdg Architects, Inc. ESOP in CA (42 participants, $4M 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 390849775.

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.