401(k) · DOL Form 5500 · 2022

German American Bancorp, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
90
Participants Small participant base
68th
Percentile by assets National rank
$130,035
Avg per participant Near avg balance/head
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Official DOL plan name: Citizens Union Bancorp of Shelbyville, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) · Sponsored by German American Bancorp, Inc. · Kentucky · Management of Enterprises

$12M in assets, 90 participants

German American Bancorp, Inc.'s Citizens Union Bancorp of Shelbyville, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) reported $12M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

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

Management of Enterprises sector rank

Within Management of Enterprises, Citizens Union Bancorp of Shelbyville, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) ranks #559 of 1,193 2022 filers by assets (3038% of the sector average)-$12M for 90 participants.

#559
in Management of Enterprises (1,193 peers)
-60.3%
assets change YoY

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Citizens Union Bancorp of Shelbyville, Inc. Employee Stock Ownership Plan (with 401(k) Provisions)'s outsized position by total assets

Citizens Union Bancorp of Shelbyville, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) vs every filed plan by assets

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

$11,703,164 Top 32% higher than 68% 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

Citizens Union Bancorp of Shelbyville, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citizens Union Bancorp of Shelbyville, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) is a small filing (90 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 351547518 · German American Bancorp, Inc. PY 2022 · 401(k)

Citizens Union Bancorp of Shelbyville, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) · $12M · 90 · 68th

  • BOOK $12M
  • BOOK 90
  • BOOK 68th
  • BOOK 401(k)
  • BOOK near Dra 401(k) Plan
  • BOOK ind #559

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 Management of Enterprises retirement plans → · Plans in Kentucky →

Citizens Union Bancorp of Shelbyville, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) in the asset neighbourhood

Citizens Union Bancorp of Shelbyville, Inc. Employee Stock Ownership Plan (with 401(k) Provisions)Citizens Union Bancorp of Sh…$12MDra 401(k) Plan$12MMetasource, LLC 401(k) Plan$12MTelesign Corporation 401(k) PlanTelesign Corporation 401(k) …$12MWellnest 401(k) Plan$12M
End-of-year total assets ($M) among Citizens Union Bancorp of Shelbyville, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$12M
Net Income-$18M
Employer EIN351547518
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (German American Bancorp, Inc.)

Sponsor-wide plan assets over time

All German American Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$121M 932.65375072929% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $11.7M $121M ▲ +932.9%
Year Plans Participants Total Assets
2022 1 90 $12M
2023 1 909 $108M
2024 1 886 $121M

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Citizens Union Bancorp of Shelbyville, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Citizens Union Bancorp of Shelbyville, Inc. Employee Stock Ownership Plan (with 401(k) Provisions), Total assets ($B): 0.011703164 · Participants: 90Citizens Union Bancorp of Shelbyville, Inc. Employee Stock Ownership Plan (with 401(k) Provisions)Humana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Citizens Union Bancorp of Shelbyville, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Citizens Union Bancorp of Shelbyville, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) side-by-side with 3 peers →

Citizens Union Bancorp of Shelbyville, Inc. Employee Stock Ownership Plan (with 401(k) Provisions)'s out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Dra 401(k) Plan in PA ($12M); by covered participants it is Choicelegal Retirement Savings Plan in FL (90 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Citizens Union Bancorp of Shelbyville, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) assets move in 2022? ▼
Citizens Union Bancorp of Shelbyville, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) contracted severely - down 60.3% during 2022, from $29M to $12M. Reported net income was -$18M.
How have German American Bancorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), German American Bancorp, Inc.'s sponsor-wide assets grew 932.7%, from $12M to $121M.
Which 401(k) plans are similar in size to Citizens Union Bancorp of Shelbyville, Inc. Employee Stock Ownership Plan (with 401(k) Provisions)? ▼
Among 401(k) plans in other states, the closest by assets is Dra 401(k) Plan in PA ($12M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Citizens Union Bancorp of Shelbyville, Inc. Employee Stock Ownership Plan (with 401(k) Provisions)? ▼
Among 401(k) plans in other states, the closest by covered participants is Choicelegal Retirement Savings Plan in FL (90 participants, $318K 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 351547518.

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.