ESOP · DOL Form 5500 · 2022

Ubt Bancshares, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
80
Participants Small participant base
69th
Percentile by assets National rank
$153,618
Avg per participant Above avg balance/head
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Official DOL plan name: Ubt Bancshares, Inc. Employee Stock Ownership Plan · Sponsored by Ubt Bancshares, Inc. · Kansas · Management of Enterprises

$12M in assets, 80 participants

Ubt Bancshares, Inc.'s Ubt Bancshares, Inc. Employee Stock Ownership Plan reported $12M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #576 in Management of Enterprises (1,193 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Ubt Bancshares, Inc. Employee Stock Ownership Plan ranks #576 of 1,193 2022 filers by assets (2893% of the sector average)-$12M for 80 participants.

#576
in Management of Enterprises (1,193 peers)
+8.9%
assets growth YoY

Ubt Bancshares, Inc. Employee Stock Ownership Plan's outsized position by total assets

Ubt Bancshares, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,289,452 Top 31% higher than 69% 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

Ubt Bancshares, Inc. 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. Ubt Bancshares, Inc. Employee Stock Ownership Plan is a small filing (80 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 731684072 · Ubt Bancshares, Inc. PY 2022 · ESOP

Ubt Bancshares, Inc. Employee Stock Ownership Plan · $12M · 80 · 69th

  • TYPE $12M
  • TYPE 80
  • TYPE 69th
  • TYPE ESOP
  • TYPE near City Auto Glass, Inc. Employee Stock Ownership Plan and Trust
  • TYPE ind #576

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 →

Ubt Bancshares, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Advanced Technologies, Inc. Employee Stock Ownership PlanAdvanced Technologies, Inc. …$12MPeerless Electronics Inc. ESOPPeerless Electronics Inc. ES…$12MUbt Bancshares, Inc. Employee Stock Ownership PlanUbt Bancshares, Inc. Employe…$12MCity Auto Glass, Inc. Employee Stock Ownership Plan and TrustCity Auto Glass, Inc. Employ…$12MInsource Software Solutions, Inc. Employee Stock Ownership PlanInsource Software Solutions,…$12M
End-of-year total assets ($M) among Ubt Bancshares, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN731684072
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ubt Bancshares, Inc.)

Sponsor-wide plan assets over time

All Ubt Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 14.485590537989074% vs 2022
2024 filing year
$21M$22M$23M$24M$25M$26M 202220232024 $22.1M $25.4M ▲ +14.5%
Year Plans Participants Total Assets
2022 2 169 $22M
2023 2 182 $24M
2024 2 186 $25M

Nearby ESOP Plans in Kansas

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

Ubt Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. 02004006008001000 -1000100200300400 Total assets ($M) Participants Ubt Bancshares, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.289452 · Participants: 80Ubt Bancshares, Inc. 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
Ubt Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Ubt Bancshares, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Kansas, the nearest ESOP by assets is City Auto Glass, Inc. Employee Stock Ownership Plan and Trust in MN ($12M); by covered participants it is Belcam Inc. Employee Stock Ownership Plan in NY (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Ubt Bancshares, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Ubt Bancshares, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.9% during 2022, from $11M to $12M. Reported net income was $1M.
How have Ubt Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ubt Bancshares, Inc.'s sponsor-wide assets grew 14.5%, from $22M to $25M.
Which ESOP plans are similar in size to Ubt Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is City Auto Glass, Inc. Employee Stock Ownership Plan and Trust in MN ($12M, 93 participants).
Which ESOP plans cover a similar participant headcount to Ubt Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Belcam Inc. Employee Stock Ownership Plan in NY (80 participants, $601K 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 731684072.

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.