ESOP · DOL Form 5500 · 2022

Sundance State Bank ESOP

Data updated 2026-08-11

$5M
Total assets
28
Participants
52nd
Percentile by assets
$188,038
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Sundance State Bank Profit Sharing and Employee Stock Ownership Plan · Sponsored by Sundance State Bank · Wyoming · Finance & Insurance

$5M in assets, 28 participants

Sundance State Bank's Sundance State Bank Profit Sharing and Employee Stock Ownership Plan reported $5M in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • 52nd percentile by assets (of 139,126 plans)
  • #3,337 in Finance & Insurance (9,261 peers)

Sundance State Bank multi-year trail

Sundance State Bank's plans moved +20.3% in assets from 2022 to 2024; this filing shows Sundance State Bank Profit Sharing and Employee Stock Ownership Plan at $5M / 28 participants.

$5M
total plan assets (2022 EOY)
28
covered participants
52nd
percentile by assets (of 139,126 plans)
$188,038
avg assets per participant

The plan reported a net loss of $132K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Sundance State Bank Profit Sharing and Employee Stock Ownership Plan sits by total assets

Sundance State Bank Profit Sharing and Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,265,062 Top 48% higher than 52% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

State

Sundance State Bank across 3 plan years on file

Across the 3 plan years Sundance State Bank has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $6M, a gain of 20.3%, while reported participants moved from 28 to 33 (+17.9%). Peak year by sponsor assets: 2024 ($6M); trough: 2022 ($5M).

Sundance State Bank multi-year asset trail

$5M$5.5M$6M$6.5M 202220232024 $5.27M $6.33M ▲ +20.1%
Total plan assets by year, all Sundance State Bank plans on file
Year Plans Participants Total Assets
2022 1 28 $5M
2023 1 33 $6M
2024 1 33 $6M

Sundance State Bank filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$132K
Employer EIN830149243
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wyoming

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

Sundance State Bank Profit Sharing and Employee Stock Ownership Plan vs. nearby ESOP plans in Wyoming, assets vs. participants Scatter plot of 6 data points. 050100150200250 010203040 Total assets ($M) Participants Sundance State Bank …, Total assets ($M): 5.265062 · Participants: 28Sundance State Bank …Bloedorn Lumber Co. …, Total assets ($M): 30.628744 · Participants: 232Bloedorn Lumber Co. …Union Holding Corp. …, Total assets ($M): 12.825332 · Participants: 224Union Holding Corp. …Horizon Communicatio…, Total assets ($M): 11.415606 · Participants: 102Horizon Communicatio…Mcgarvin-Moberly Emp…, Total assets ($M): 5.974846 · Participants: 38Mcgarvin-Moberly Emp…Modern Electric Co. …, Total assets ($M): 3.578853 · Participants: 46Modern Electric Co. …
Sundance State Bank Profit Sharing and Employee Stock Ownership Plan vs. nearby ESOP plans in Wyoming, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Sundance State Bank Profit Sharing and Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Sundance State Bank Profit Sharing and Employee Stock Ownership Plan assets move in 2022?
Sundance State Bank Profit Sharing and Employee Stock Ownership Plan edged down modestly - down 2.4% during 2022, from $5M to $5M. Reported net income was -$132K.
How have Sundance State Bank plan assets changed over time?
Across 3 plan years on file (2022-2024), Sundance State Bank's sponsor-wide assets grew 20.3%, from $5M to $6M.
Which ESOP plans are similar in size to Sundance State Bank Profit Sharing and Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Lyngso Garden Materials, Inc. Employee Stock Ownership Plan in CA ($5M, 48 participants).

Next read for Sundance State Bank Profit Sharing and E…

Multi-year trail

Ways to act on Sundance State Bank Profit Sharing and Employee Stock Ownership Plan's numbers.