ESOP · DOL Form 5500 · 2024

Heartland Security Insurance Group ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
208
Participants Below avg headcount
66th
Percentile by assets National rank
$79,569
Avg per participant Below avg balance/head
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Official DOL plan name: Heartland Security Insurance Group ESOP Plan · Sponsored by Heartland Security Insurance Group · Texas · Finance & Insurance

$17M in assets, 208 participants

Heartland Security Insurance Group's Heartland Security Insurance Group ESOP Plan reported $17M in total assets and 208 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,341 in Finance & Insurance (8,549 peers)

Coverage in Texas

Heartland Security Insurance Group ESOP Plan covers 208 participants in Texas, about 30% of the average Texas filer (state average ~688 per filing). Assets: $17M.

#4,341
in Finance & Insurance (8,549 peers)
+0.4%
assets growth YoY

Heartland Security Insurance Group ESOP Plan's mid-pack asset rank among Finance & Insurance and all filers

Heartland Security Insurance Group ESOP Plan vs every filed plan by assets

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

$16,550,365 Top 34% higher than 66% 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

Heartland Security Insurance Group ESOP 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. Heartland Security Insurance Group ESOP Plan sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heartland Security Insurance Group ESOP Plan reported net income rose from -$289K in the plan year 2023 filing to $62K in the plan year 2024 filing.
  • Heartland Security Insurance Group ESOP Plan reported participants rose from 204 in the plan year 2023 filing to 208 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 752960792 · Heartland Security Insurance Group PY 2024 · ESOP

Heartland Security Insurance Group ESOP Plan · $17M · 208 · 66th

  • SCH $17M
  • EBSA 208
  • PART 66th
  • TYPE ESOP
  • NET near Solomon Colors, Inc. Employee Stock Ownership Plan
  • BOOK ind #4341

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 Texas →

Heartland Security Insurance Group ESOP Plan in the asset neighbourhood

Lemberg Electric Company, Inc. Employee Stock Ownership PlanLemberg Electric Company, In…$17MSolomon Colors, Inc. Employee Stock Ownership PlanSolomon Colors, Inc. Employe…$17MBios Companies, Inc. Employee Stock Ownership PlanBios Companies, Inc. Employe…$17MHeartland Security Insurance Group ESOP PlanHeartland Security Insurance…$17MRjn Group, Inc. Employee Stock Ownership PlanRjn Group, Inc. Employee Sto…$17M
End-of-year total assets ($M) among Heartland Security Insurance Group ESOP Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$62K
Employer EIN752960792
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heartland Security Insurance Group)

Sponsor-wide plan assets over time

All Heartland Security Insurance Group plans reported in each filing year

Latest sponsor-wide plan assets
$38M 5.471122288153131% vs 2022
2024 filing year
$35M$36M$37M$38M 202220232024 $35.6M $37.5M ▲ +5.5%
Year Plans Participants Total Assets
2022 2 443 $36M
2023 2 439 $36M
2024 2 435 $38M

Nearby ESOP Plans in Texas

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

Heartland Security Insurance Group ESOP Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Heartland Security Insurance Group ESOP Plan, Total assets ($B): 0.016550365 · Participants: 208Heartland Security Insurance Group ESOP PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Heartland Security Insurance Group ESOP Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Heartland Security Insurance Group ESOP Plan side-by-side with 3 peers →

Heartland Security Insurance Group ESOP Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Solomon Colors, Inc. Employee Stock Ownership Plan in IL ($17M); by covered participants it is Lincoln County Bancorp., Inc. Employee Stock Ownership Plan in MO (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 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 Heartland Security Insurance Group ESOP Plan assets move in 2024? ▼
Heartland Security Insurance Group ESOP Plan held essentially flat - up 0.4% during 2024, from $16M to $17M. Reported net income was $62K.
How have Heartland Security Insurance Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heartland Security Insurance Group's sponsor-wide assets grew 5.5%, from $36M to $38M.
Which ESOP plans are similar in size to Heartland Security Insurance Group ESOP Plan? ▼
Among ESOP plans in other states, the closest by assets is Solomon Colors, Inc. Employee Stock Ownership Plan in IL ($17M, 148 participants).
Which ESOP plans cover a similar participant headcount to Heartland Security Insurance Group ESOP Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lincoln County Bancorp., Inc. Employee Stock Ownership Plan in MO (208 participants, $14M 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 752960792.

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.