ESOP · DOL Form 5500 · 2022
Community Financial Services, Inc. ESOP
Data updated 2026-08-11
- $32M
- Total assets
- 256
- Participants
- 84th
- Percentile by assets
- $125,037
- Avg per participant
Official DOL plan name: Community Financial Services, Inc. Employee Stock Ownership Plan · Sponsored by Community Financial Services, Inc. · Kentucky · Finance & Insurance
$32M in assets, 256 participants
Community Financial Services, Inc.'s Community Financial Services, Inc. Employee Stock Ownership Plan reported $32M in total assets and 256 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- 84th percentile by assets (of 139,126 plans)
- #6,807 in Finance & Insurance (9,261 peers)
Coverage in Kentucky
Community Financial Services, Inc. Employee Stock Ownership Plan covers 256 participants in Kentucky, about 40% of the average Kentucky filer (state average ~647 per filing). Assets: $32M.
- $32M
- total plan assets (2022 EOY)
- 256
- covered participants
- 84th
- percentile by assets (of 139,126 plans)
- $125,037
- avg assets per participant
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 647 participants across 1,300 plans. Community Financial Services, Inc. Employee Stock Ownership Plan reports 256 participants - about 40% of that state average ($32M EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$6M |
| Employer EIN | 611016269 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Financial Services, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 523 | $32M |
| 2023 | 2 | 499 | $29M |
| 2024 | 2 | 489 | $31M |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
Community Financial Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.1B · 6,338
- Stock Yards Bank & Trust Company 401(k) Employee $140M · 682
- Gray, Inc. Employee Stock Ownership Plan $113M · 1,269
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan $109M · 831
- H & R Agri-Power Employee Stock Ownership Plan $82M · 444
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Community Financial Services, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Community Financial Services, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
How have Community Financial Services, Inc. plan assets changed over time? ▼
Where does Community Financial Services, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Community Financial Services, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Community Financial Services, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Kentucky. Compare plans
- Community Financial Services, Inc.'s sponsor-wide assets have declined 4.8% since 2022 across 3 plan years on file. More Finance & Insurance plans