ESOP · DOL Form 5500 · 2022

The Union State Bank ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
83
Participants Small participant base
27th
Percentile by assets National rank
$14,215
Avg per participant Low balance/head
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Official DOL plan name: Union State Bank Employee Stock Ownership Plan · Sponsored by The Union State Bank · Kansas · Finance & Insurance

$1M in assets, 83 participants

The Union State Bank's Union State Bank Employee Stock Ownership Plan reported $1M in total assets and 83 participants in its 2022 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.

  • #1,653 in Finance & Insurance (9,261 peers)

The Union State Bank multi-year trail

The Union State Bank's plans moved +18.6% in assets from 2022 to 2024; this filing shows Union State Bank Employee Stock Ownership Plan at $1M / 83 participants.

#1,653
in Finance & Insurance (9,261 peers)
-6.7%
assets change YoY

Union State Bank Employee Stock Ownership Plan among the smaller filed plans by assets

Union State Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$1,179,812 27th percentile higher than 27% of 139,123 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 2022

Union State Bank Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union State Bank Employee Stock Ownership Plan is a small filing (83 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 480456370 · The Union State Bank PY 2022 · ESOP

Union State Bank Employee Stock Ownership Plan · $1M · 83 · 27th

  • RANK $1M
  • PHOTO 83
  • IND 27th
  • EOY ESOP
  • 5500 near Jack Lehr Electric,Inc. Employee Stock Ownership Plan
  • ASSETS ind #1653

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 Kansas →

Union State Bank Employee Stock Ownership Plan in the asset neighbourhood

Union State Bank Employee Stock Ownership PlanUnion State Bank Employee St…$1MJack Lehr Electric,Inc. Employee Stock Ownership PlanJack Lehr Electric,Inc. Empl…$1MCentral Meat and Provisions Company Employee Stock Ownership PlanCentral Meat and Provisions …$1MVirtexco Corporation Employee Stock Ownership PlanVirtexco Corporation Employe…$1MAgrivision, Inc. Employee Stock Ownership PlanAgrivision, Inc. Employee St…$1M
End-of-year total assets ($M) among Union State Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

The Union State Bank multi-year asset trail

Sponsor-wide plan assets over time

All The Union State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$1M 18.591436601763668% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.18M $1.4M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 83 $1M
2023 1 80 $1M
2024 1 94 $1M

The Union State Bank filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$881K
Net Income$56K
Employer EIN480456370
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kansas

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

Union State Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. 02004006008001000 -1000100200300400 Total assets ($M) Participants Union State Bank Employee Stock Ownership Plan, Total assets ($M): 1.179812 · Participants: 83Union State Bank Employee Stock Ownership PlanPbi-Gordon Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 369.500071 · Participants: 506Pbi-Gordon Companies, Inc. Employee Stock Ownership PlanHarcros Chemicals, Inc. Employee Stock Ownership Plan, Total assets ($M): 224.759718 · Participants: 560Harcros Chemicals, Inc. Employee Stock Ownership PlanMmc Corp Employee Stock Ownership Plan, Total assets ($M): 224.129068 · Participants: 867Mmc Corp Employee Stock Ownership PlanGlobe Engineering Co Inc Employee Stock Ownership Plan and Trust, Total assets ($M): 133.421113 · Participants: 244Globe Engineering Co Inc Employee Stock Ownership Plan and TrustInland Truck Parts Company Employee Stock Ownership Plan and Trust, Total assets ($M): 77.703859 · Participants: 603Inland Truck Parts Company Employee Stock Ownership Plan and Trust
Union State Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Union State Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Union State Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kansas, the nearest ESOP by assets is Jack Lehr Electric,Inc. Employee Stock Ownership Plan in PA ($1M); by covered participants it is Hilbers, Inc. Employee Stock Ownership Plan in CA (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Union State Bank Employee Stock Ownership Plan assets move in 2022? ▼
Union State Bank Employee Stock Ownership Plan pulled back noticeably - down 6.7% during 2022, from $1M to $1M. Reported net income was $56K.
How have The Union State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Union State Bank's sponsor-wide assets grew 18.6%, from $1M to $1M.
Which ESOP plans are similar in size to Union State Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jack Lehr Electric,Inc. Employee Stock Ownership Plan in PA ($1M, 45 participants).
Which ESOP plans cover a similar participant headcount to Union State Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hilbers, Inc. Employee Stock Ownership Plan in CA (83 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 480456370.

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.