ESOP · DOL Form 5500 · 2022
Union Financial Group, Ltd ESOP
Data updated 2026-08-25
- $15K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 2nd
- Percentile by assets National rank
Official DOL plan name: Union Financial Group, Ltd. Employee Stock Ownership Plan · Sponsored by Union Financial Group, Ltd · Missouri · Finance & Insurance
$15K in assets, N/A participants
Union Financial Group, Ltd's Union Financial Group, Ltd. Employee Stock Ownership Plan reported $15K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.
- #100 in Finance & Insurance (9,261 peers)
Union Financial Group, Ltd multi-year trail
Union Financial Group, Ltd's plans moved +10.3% in assets from 2022 to 2024; this filing shows Union Financial Group, Ltd. Employee Stock Ownership Plan at $15K / N/A participants.
- #100
- in Finance & Insurance (9,261 peers)
- +1.2%
- assets growth YoY
Union Financial Group, Ltd. Employee Stock Ownership Plan among the smaller filed plans by assets
Union Financial Group, Ltd. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,593 2nd percentile higher than 2% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Form 5500 schedule snapshot
Filing strip 371009274 · Union Financial Group, Ltd PY 2022 · ESOP
Union Financial Group, Ltd. Employee Stock Ownership Plan · $15K · N/A · 2nd
- PCT $15K
- EIN N/A
- RANK 2nd
- PHOTO ESOP
- IND near International Business Advisory Group, Inc. Employee Stock Ownership Plan
- EOY ind #100
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 Missouri →
Union Financial Group, Ltd. Employee Stock Ownership Plan in the asset neighbourhood
Union Financial Group, Ltd multi-year asset trail
Sponsor-wide plan assets over time
All Union Financial Group, Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $16K 10.347426848489% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $15K |
| 2023 | 1 | N/A | $15K |
| 2024 | 1 | N/A | $16K |
Union Financial Group, Ltd filing trail (2022)
| Total Assets (Beginning of Year) | $14K |
|---|---|
| Net Assets (End of Year) | $15K |
| Net Income | $177 |
| Employer EIN | 371009274 |
| Plan Effective Date | 1976-09-16 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $4.0B · 7,358
- Mccarthy Employee Stock Ownership Plan $1.2B · 3,252
- Arco DB Companies, Inc. Employee Stock Ownership Plan $353M · 432
- Je Dunn Employee Stock Ownership Plan and Trust $332M · 2,641
- Src Employee Stock Ownership Plan and Trust $238M · 1,388
Union Financial Group, Ltd. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets
Outside Missouri, the nearest ESOP by end-of-year assets is International Business Advisory Group, Inc. Employee Stock Ownership Plan in CA at $15K (this filing: $15K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15K here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.