ESOP · DOL Form 5500 · 2024

501c Insurance Programs, Inc. ESOP

Data updated 2026-08-25

$37M
Total assets Below avg plan size
22
Participants Small participant base
80th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: 501(c) Insurance Programs, Inc. ESOP · Sponsored by 501c Insurance Programs, Inc. · California · Finance & Insurance

$37M in assets, 22 participants

501c Insurance Programs, Inc.'s 501(c) Insurance Programs, Inc. ESOP reported $37M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,922 in Finance & Insurance (8,549 peers)

Where 501(c) Insurance Programs, Inc. ESOP sits by assets

501(c) Insurance Programs, Inc. ESOP sits in the top quartile of all filed plans by assets, $37M for 22 participants (~$1.7M/participant), up 19.5% in 2024.

#5,922
in Finance & Insurance (8,549 peers)
+19.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

501(c) Insurance Programs, Inc. ESOP's outsized position by total assets

501(c) Insurance Programs, Inc. ESOP vs every filed plan by assets

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

$36,837,071 Top 20% higher than 80% 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

501(c) Insurance Programs, Inc. 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. 501(c) Insurance Programs, Inc. ESOP is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 501(c) Insurance Programs, Inc. ESOP reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • 501(c) Insurance Programs, Inc. ESOP end-of-year assets rose from $31M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • 501(c) Insurance Programs, Inc. ESOP reported participants fell from 23 in the plan year 2023 filing to 22 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 770290639 · 501c Insurance Programs, Inc. PY 2024 · ESOP

501(c) Insurance Programs, Inc. ESOP · $37M · 22 · 80th

  • NET $37M
  • NET 22
  • NET 80th
  • NET ESOP
  • NET near Brewco Marketing Group Employee Stock Ownership Plan
  • NET ind #5922

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 California →

501(c) Insurance Programs, Inc. ESOP in the asset neighbourhood

Meadowvale, Inc. Amended and Restated Employee Stock Ownership PlanMeadowvale, Inc. Amended and…$37M501(c) Insurance Programs, Inc. ESOP501(c) Insurance Programs, I…$37MBrewco Marketing Group Employee Stock Ownership PlanBrewco Marketing Group Emplo…$37MRobert Peccia & Associates, Inc. Employee Stock Ownership Plan and TrustRobert Peccia & Associates, …$37MLpi Employee Stock Ownership PlanLpi Employee Stock Ownership…$37M
End-of-year total assets ($M) among 501(c) Insurance Programs, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$33M
Net Income$6M
Employer EIN770290639
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (501c Insurance Programs, Inc.)

Sponsor-wide plan assets over time

All 501c Insurance Programs, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 35.70672594127963% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.1M $36.8M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 23 $27M
2023 1 23 $31M
2024 1 22 $37M

Nearby ESOP Plans in California

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

501(c) Insurance Programs, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants 501(c) Insurance Programs, Inc. ESOP, Total assets ($B): 0.036837071 · Participants: 22501(c) Insurance Programs, Inc. ESOPParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
501(c) Insurance Programs, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants
Compare 501(c) Insurance Programs, Inc. ESOP side-by-side with 3 peers →

501(c) Insurance Programs, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Brewco Marketing Group Employee Stock Ownership Plan in KY ($37M); by covered participants it is Electricians, Inc. ESOP in HI (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 501(c) Insurance Programs, Inc. ESOP assets move in 2024? ▼
501(c) Insurance Programs, Inc. ESOP grew sharply - up 19.5% during 2024, from $31M to $37M. Reported net income was $6M.
How have 501c Insurance Programs, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 501c Insurance Programs, Inc.'s sponsor-wide assets grew 35.7%, from $27M to $37M.
Where does 501(c) Insurance Programs, Inc. ESOP rank by assets among Form 5500 filers? ▼
501(c) Insurance Programs, Inc. ESOP ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to 501(c) Insurance Programs, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Brewco Marketing Group Employee Stock Ownership Plan in KY ($37M, 108 participants).
Which ESOP plans cover a similar participant headcount to 501(c) Insurance Programs, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Electricians, Inc. ESOP in HI (22 participants, $20M 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 770290639.

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.