ESOP · DOL Form 5500 · 2022

Union Holding Corp. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
224
Participants Below avg headcount
70th
Percentile by assets National rank
$57,256
Avg per participant Low balance/head
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Official DOL plan name: Union Holding Corp. Employee Stock Ownership Plan · Sponsored by Union Holding Corp. · Wyoming · Management of Enterprises

$13M in assets, 224 participants

Union Holding Corp.'s Union Holding Corp. Employee Stock Ownership Plan reported $13M in total assets and 224 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

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

Coverage in Wyoming

Union Holding Corp. Employee Stock Ownership Plan covers 224 participants in Wyoming, 2.4x the typical Wyoming plan (state average ~94 per filing). Assets: $13M.

#586
in Management of Enterprises (1,193 peers)
+0.6%
assets growth YoY

Union Holding Corp. Employee Stock Ownership Plan's outsized position by total assets

Union Holding Corp. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,825,332 Top 30% higher than 70% 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

Union Holding Corp. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union Holding Corp. Employee Stock Ownership Plan sits mid-pack in the medium band (224 participants).

Form 5500 schedule snapshot

Filing strip 830184092 · Union Holding Corp. PY 2022 · ESOP

Union Holding Corp. Employee Stock Ownership Plan · $13M · 224 · 70th

  • ASSETS $13M
  • PCT 224
  • EIN 70th
  • RANK ESOP
  • PHOTO near Lemberg Electric Company, Inc. Employee Stock Ownership Plan
  • IND ind #586

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 Wyoming →

Union Holding Corp. Employee Stock Ownership Plan in the asset neighbourhood

Park Engineering Employee Stock Ownership PlanPark Engineering Employee St…$13MThe Bennington State Bank Employee Stock Ownership Plan and TrustThe Bennington State Bank Em…$13MUnion Holding Corp. Employee Stock Ownership PlanUnion Holding Corp. Employee…$13MLemberg Electric Company, Inc. Employee Stock Ownership PlanLemberg Electric Company, In…$13MScherer Bros. Lumber Co. Employee Stock Ownership PlanScherer Bros. Lumber Co. Emp…$13M
End-of-year total assets ($M) among Union Holding Corp. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Wyoming filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$10M
Net Income$346K
Employer EIN830184092
Plan Effective Date2014-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Holding Corp.)

Sponsor-wide plan assets over time

All Union Holding Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 0.5977495762826748% vs 2022
2024 filing year
$34.5M$35M$35.5M$36M 202220232024 $35.1M $34.9M ▼ -0.6%
Year Plans Participants Total Assets
2022 2 459 $35M
2023 2 468 $36M
2024 2 444 $35M

Nearby ESOP Plans in Wyoming

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

Union Holding Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in Wyoming, assets vs. participants Scatter plot of 6 data points. 050100150200250 010203040 Total assets ($M) Participants Union Holding Corp. Employee Stock Ownership Plan, Total assets ($M): 12.825332 · Participants: 224Union Holding Corp. Employee Stock Ownership PlanBloedorn Lumber Co. & Subsidiaries ESOP, Total assets ($M): 30.628744 · Participants: 232Bloedorn Lumber Co. & Subsidiaries ESOPHorizon Communications, Inc. Employee Stock Ownership Plan, Total assets ($M): 11.415606 · Participants: 102Horizon Communications, Inc. Employee Stock Ownership PlanMcgarvin-Moberly Employee Stock Ownership Plan, Total assets ($M): 5.974846 · Participants: 38Mcgarvin-Moberly Employee Stock Ownership PlanSundance State Bank Profit Sharing and Employee Stock Ownership Plan, Total assets ($M): 5.265062 · Participants: 28Sundance State Bank Profit Sharing and Employee Stock Ownership PlanModern Electric Co. Employee Stock Ownership Plan, Total assets ($M): 3.578853 · Participants: 46Modern Electric Co. Employee Stock Ownership Plan
Union Holding Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in Wyoming, assets vs. participants
Compare Union Holding Corp. Employee Stock Ownership Plan side-by-side with 3 peers →

Union Holding Corp. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wyoming, the nearest ESOP by assets is Lemberg Electric Company, Inc. Employee Stock Ownership Plan in WI ($13M); by covered participants it is First State Bank of St. Charles Employee Stock Ownership Plan in MO (224 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (224 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 Union Holding Corp. Employee Stock Ownership Plan assets move in 2022? ▼
Union Holding Corp. Employee Stock Ownership Plan held essentially flat - up 0.6% during 2022, from $13M to $13M. Reported net income was $346K.
How have Union Holding Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Holding Corp.'s sponsor-wide assets declined 0.6%, from $35M to $35M.
Which ESOP plans are similar in size to Union Holding Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lemberg Electric Company, Inc. Employee Stock Ownership Plan in WI ($13M, 45 participants).
Which ESOP plans cover a similar participant headcount to Union Holding Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First State Bank of St. Charles Employee Stock Ownership Plan in MO (224 participants, $10M 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 830184092.

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.