ESOP · DOL Form 5500 · 2024

Heritage Bank of St. Tammany ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
27
Participants Small participant base
27th
Percentile by assets National rank
$56,976
Avg per participant Low balance/head
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Official DOL plan name: Heritage Bank of St. Tammany Employee Stock Ownership Plan · Sponsored by Heritage Bank of St. Tammany · Louisiana · Finance & Insurance

$2M in assets, 27 participants

Heritage Bank of St. Tammany's Heritage Bank of St. Tammany Employee Stock Ownership Plan reported $2M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,407 in Finance & Insurance (8,549 peers)

2024 asset change

Heritage Bank of St. Tammany Employee Stock Ownership Plan declined sharply 17.5% in 2024 ($2M → $2M) for 27 participants.

#1,407
in Finance & Insurance (8,549 peers)
-17.5%
assets change YoY

The plan reported a net loss of $300K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Bank of St. Tammany Employee Stock Ownership Plan among the smaller filed plans by assets

Heritage Bank of St. Tammany Employee Stock Ownership Plan vs every filed plan by assets

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

$1,538,358 27th percentile higher than 27% 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

Heritage Bank of St. Tammany 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. Heritage Bank of St. Tammany Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Bank of St. Tammany Employee Stock Ownership Plan reported net income fell from -$7K in the plan year 2023 filing to -$300K in the plan year 2024 filing.
  • Heritage Bank of St. Tammany Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Heritage Bank of St. Tammany Employee Stock Ownership Plan reported participants rose from 25 in the plan year 2023 filing to 27 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 720308220 · Heritage Bank of St. Tammany PY 2024 · ESOP

Heritage Bank of St. Tammany Employee Stock Ownership Plan · $2M · 27 · 27th

  • EOY $2M
  • EOY 27
  • EOY 27th
  • EOY ESOP
  • EOY near Prr, Inc. Employee Stock Ownership Plan
  • EOY ind #1407

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 →

Heritage Bank of St. Tammany Employee Stock Ownership Plan in the asset neighbourhood

Heritage Bank of St. Tammany Employee Stock Ownership PlanHeritage Bank of St. Tammany…$2MPrr, Inc. Employee Stock Ownership PlanPrr, Inc. Employee Stock Own…$2MRaycon Construction Employee Stock Ownership PlanRaycon Construction Employee…$2MRound Grove Consolidation Inc. ESOPRound Grove Consolidation In…$2MW.P.E., Inc. Employee Stock Ownership PlanW.P.E., Inc. Employee Stock …$2M
End-of-year total assets ($M) among Heritage Bank of St. Tammany Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Heritage Bank of St. Tammany years around the 2024 move

Sponsor-wide plan assets over time

All Heritage Bank of St. Tammany plans reported in each filing year

Latest sponsor-wide plan assets
$6M 5.570822458943461% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.21M $5.5M ▲ +5.6%
Year Plans Participants Total Assets
2022 2 53 $5M
2023 2 54 $6M
2024 2 55 $6M

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$501K
Net Income-$300K
Employer EIN720308220
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Louisiana

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

Heritage Bank of St. Tammany Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -2000200400600800 Total assets ($M) Participants Heritage Bank of St. Tammany Employee Stock Ownership Plan, Total assets ($M): 1.538358 · Participants: 27Heritage Bank of St. Tammany 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
Heritage Bank of St. Tammany Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants
Compare Heritage Bank of St. Tammany Employee Stock Ownership Plan side-by-side with 3 peers →

Heritage Bank of St. Tammany Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Louisiana, the nearest ESOP by assets is Prr, Inc. Employee Stock Ownership Plan in WA ($2M); by covered participants it is Site Supply Employee Stock Ownership Plan in OH (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Heritage Bank of St. Tammany Employee Stock Ownership Plan assets move in 2024? ▼
Heritage Bank of St. Tammany Employee Stock Ownership Plan declined sharply - down 17.5% during 2024, from $2M to $2M. Reported net income was -$300K.
How have Heritage Bank of St. Tammany plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Bank of St. Tammany's sponsor-wide assets grew 5.6%, from $5M to $6M.
Which ESOP plans are similar in size to Heritage Bank of St. Tammany Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Prr, Inc. Employee Stock Ownership Plan in WA ($2M, 106 participants).
Which ESOP plans cover a similar participant headcount to Heritage Bank of St. Tammany Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Site Supply Employee Stock Ownership Plan in OH (27 participants, $32M 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 720308220.

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.