ESOP · DOL Form 5500 · 2024

Illinois Casualty Company ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
105
Participants Small participant base
51st
Percentile by assets National rank
$77,600
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Icc Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Illinois Casualty Company · Illinois · Finance & Insurance

$8M in assets, 105 participants

Illinois Casualty Company's Icc Holdings, Inc. Employee Stock Ownership Plan reported $8M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,052 in Finance & Insurance (8,549 peers)

Coverage in Illinois

Icc Holdings, Inc. Employee Stock Ownership Plan covers 105 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $8M.

#3,052
in Finance & Insurance (8,549 peers)
+52.2%
assets growth YoY

Icc Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Icc Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,148,000 Top 49% higher than 51% 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

Icc Holdings, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Icc Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Icc Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $68K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Icc Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Icc Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 112 in the plan year 2023 filing to 105 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 362165210 · Illinois Casualty Company PY 2024 · ESOP

Icc Holdings, Inc. Employee Stock Ownership Plan · $8M · 105 · 51st

  • NET $8M
  • BOOK 105
  • VS-ST 51st
  • BOY ESOP
  • SCH near Tcr Industries, Inc. Employee Stock Ownership Plan
  • EBSA ind #3052

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 Illinois →

Icc Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Kwest Holdings, Inc. Employee Stock Ownership PlanKwest Holdings, Inc. Employe…$8MIcc Holdings, Inc. Employee Stock Ownership PlanIcc Holdings, Inc. Employee …$8MTcr Industries, Inc. Employee Stock Ownership PlanTcr Industries, Inc. Employe…$8MSpeech and Language Pathology Associates, Inc. Employee Stock Ownership PlanSpeech and Language Patholog…$8MThe Canandaigua National Bank and Trust Company Employee Stock Ownership PlanThe Canandaigua National Ban…$8M
End-of-year total assets ($M) among Icc Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$3M
Employer EIN362165210
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Illinois Casualty Company)

Sponsor-wide plan assets over time

All Illinois Casualty Company plans reported in each filing year

Latest sponsor-wide plan assets
$8M 47.809389742050115% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.51M $8.15M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 91 $6M
2023 1 112 $5M
2024 1 105 $8M

Nearby ESOP Plans in Illinois

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

Icc Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000 -101234 Total assets ($B) Participants Icc Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.008148 · Participants: 105Icc Holdings, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
Icc Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Icc Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Tcr Industries, Inc. Employee Stock Ownership Plan in CA ($8M); by covered participants it is Peninsula Insurance Bureau Employee Stock Ownership Plan in FL (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Icc Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Icc Holdings, Inc. Employee Stock Ownership Plan surged - up 52.2% during 2024, from $5M to $8M. Reported net income was $3M.
How have Illinois Casualty Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Illinois Casualty Company's sponsor-wide assets grew 47.8%, from $6M to $8M.
Which ESOP plans are similar in size to Icc Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tcr Industries, Inc. Employee Stock Ownership Plan in CA ($8M, 31 participants).
Which ESOP plans cover a similar participant headcount to Icc Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Peninsula Insurance Bureau Employee Stock Ownership Plan in FL (105 participants, $11M 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 362165210.

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.