ESOP · DOL Form 5500 · 2022

Community State Bank and Union Bancorporation ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
75
Participants Small participant base
77th
Percentile by assets National rank
$256,733
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Community State Bank Employee Stock Ownership Plan and Trust · Sponsored by Community State Bank and Union Bancorporation · Wisconsin · Finance & Insurance

$19M in assets, 75 participants

Community State Bank and Union Bancorporation's Community State Bank Employee Stock Ownership Plan and Trust reported $19M in total assets and 75 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,850 in Finance & Insurance (9,261 peers)

Where Community State Bank Employee Stock Ownership Plan and Trust sits by assets

Community State Bank Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $19M for 75 participants (~$256,733/participant), down 14.5% in 2022.

#5,850
in Finance & Insurance (9,261 peers)
-14.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Community State Bank Employee Stock Ownership Plan and Trust's outsized position by total assets

Community State Bank Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$19,255,002 Top 23% higher than 77% 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

Community State Bank Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community State Bank Employee Stock Ownership Plan and Trust is a small filing (75 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 390634530 · Community State Bank and Union Bancorporation PY 2022 · ESOP

Community State Bank Employee Stock Ownership Plan and Trust · $19M · 75 · 77th

  • PCT $19M
  • EIN 75
  • RANK 77th
  • PHOTO ESOP
  • IND near Chemtron Supply Corporation Employee Stock Ownership Plan
  • EOY ind #5850

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 Wisconsin →

Community State Bank Employee Stock Ownership Plan and Trust in the asset neighbourhood

Kemron Environmental Services, Inc. Employee Stock Ownership PlanKemron Environmental Service…$19MGrace Stakeholder Investments, Inc. Employee Stock Ownership PlanGrace Stakeholder Investment…$19MCommunity State Bank Employee Stock Ownership Plan and TrustCommunity State Bank Employe…$19MChemtron Supply Corporation Employee Stock Ownership PlanChemtron Supply Corporation …$19MInternational Decorators, Inc. Employee Stock Ownership PlanInternational Decorators, In…$19M
End-of-year total assets ($M) among Community State Bank Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN390634530
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community State Bank and Union Bancorporation)

Sponsor-wide plan assets over time

All Community State Bank and Union Bancorporation plans reported in each filing year

Latest sponsor-wide plan assets
$19M 3.614260855439018% vs 2022
2024 filing year
$17.5M$18M$18.5M$19M$19.5M 202220232024 $19.3M $18.6M ▼ -3.6%
Year Plans Participants Total Assets
2022 1 75 $19M
2023 1 73 $18M
2024 1 74 $19M

Nearby ESOP Plans in Wisconsin

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

Community State Bank Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Community State Bank Employee Stock Ownership Plan and Trust, Total assets ($B): 0.019255002 · Participants: 75Community State Bank Employee Stock Ownership Plan and TrustSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership Plan
Community State Bank Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Community State Bank Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Chemtron Supply Corporation Employee Stock Ownership Plan in MO ($19M); by covered participants it is D. C. Elevator, Inc. Employee Stock Ownership Plan in KY (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Community State Bank Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Community State Bank Employee Stock Ownership Plan and Trust pulled back noticeably - down 14.5% during 2022, from $23M to $19M. Reported net income was -$3M.
How have Community State Bank and Union Bancorporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community State Bank and Union Bancorporation's sponsor-wide assets declined 3.6%, from $19M to $19M.
Where does Community State Bank Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Community State Bank Employee Stock Ownership Plan and Trust ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Community State Bank Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Chemtron Supply Corporation Employee Stock Ownership Plan in MO ($19M, 66 participants).
Which ESOP plans cover a similar participant headcount to Community State Bank Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is D. C. Elevator, Inc. Employee Stock Ownership Plan in KY (75 participants, $5M 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 390634530.

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.