ESOP · DOL Form 5500 · 2023

The Union State Bank ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
80
Participants Small participant base
25th
Percentile by assets National rank
$14,992
Avg per participant Low balance/head
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Official DOL plan name: Union State Bank Employee Stock Ownership Plan · Sponsored by The Union State Bank · Kansas · Finance & Insurance

$1M in assets, 80 participants

The Union State Bank's Union State Bank Employee Stock Ownership Plan reported $1M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,462 in Finance & Insurance (8,869 peers)

The Union State Bank multi-year trail

The Union State Bank's plans moved +18.6% in assets from 2022 to 2024; this filing shows Union State Bank Employee Stock Ownership Plan at $1M / 80 participants.

#1,462
in Finance & Insurance (8,869 peers)
+1.7%
assets growth YoY

Union State Bank Employee Stock Ownership Plan among the smaller filed plans by assets

Union State Bank Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,199,322 25th percentile higher than 25% of 127,068 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 2023

Union State Bank Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union State Bank Employee Stock Ownership Plan is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Union State Bank Employee Stock Ownership Plan reported net income rose from $56K in the plan year 2022 filing to $163K in the plan year 2023 filing.
  • Union State Bank Employee Stock Ownership Plan reported participants fell from 83 in the plan year 2022 filing to 80 in the plan year 2023 filing.
  • Union State Bank Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 480456370 · The Union State Bank PY 2023 · ESOP

Union State Bank Employee Stock Ownership Plan · $1M · 80 · 25th

  • 5500 $1M
  • ASSETS 80
  • PCT 25th
  • EIN ESOP
  • RANK near The Peoples Bank of Ripley Employee Stock Ownership Plan
  • PHOTO ind #1462

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 Kansas →

Union State Bank Employee Stock Ownership Plan in the asset neighbourhood

Union State Bank Employee Stock Ownership PlanUnion State Bank Employee St…$1MThe Peoples Bank of Ripley Employee Stock Ownership PlanThe Peoples Bank of Ripley E…$1MBreakside Brewery, Inc. Employee Stock Ownership PlanBreakside Brewery, Inc. Empl…$1MBluedog Design, Inc. ESOP$1MUlrich, Inc. Employee Stock Ownership PlanUlrich, Inc. Employee Stock …$1M
End-of-year total assets ($M) among Union State Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Union State Bank multi-year asset trail

Sponsor-wide plan assets over time

All The Union State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$1M 18.591436601763668% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.18M $1.4M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 83 $1M
2023 1 80 $1M
2024 1 94 $1M

The Union State Bank filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$163K
Employer EIN480456370
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kansas

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

Union State Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. 0200400600800 -1000100200300400 Total assets ($M) Participants Union State Bank Employee Stock Ownership Plan, Total assets ($M): 1.199322 · Participants: 80Union State Bank Employee Stock Ownership PlanPbi-Gordon Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 358.733267 · Participants: 488Pbi-Gordon Companies, Inc. Employee Stock Ownership PlanHarcros Chemicals, Inc. Employee Stock Ownership Plan, Total assets ($M): 296.082944 · Participants: 549Harcros Chemicals, Inc. Employee Stock Ownership PlanMmc Corp Employee Stock Ownership Plan, Total assets ($M): 239.968034 · Participants: 754Mmc Corp Employee Stock Ownership PlanGlobe Engineering Co Inc Employee Stock Ownership Plan and Trust, Total assets ($M): 136.184991 · Participants: 236Globe Engineering Co Inc Employee Stock Ownership Plan and TrustInland Truck Parts Company Employee Stock Ownership Plan and Trust, Total assets ($M): 98.736189 · Participants: 665Inland Truck Parts Company Employee Stock Ownership Plan and Trust
Union State Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Union State Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Kansas, the nearest ESOP by assets is The Peoples Bank of Ripley Employee Stock Ownership Plan in MS ($1M); by covered participants it is Lenoir Mirror Company Employee Stock Ownership Plan in NC (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Union State Bank Employee Stock Ownership Plan assets move in 2023? ▼
Union State Bank Employee Stock Ownership Plan edged up modestly - up 1.7% during 2023, from $1M to $1M. Reported net income was $163K.
How have The Union State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Union State Bank's sponsor-wide assets grew 18.6%, from $1M to $1M.
Where does Union State Bank Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Union State Bank Employee Stock Ownership Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which ESOP plans are similar in size to Union State Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Peoples Bank of Ripley Employee Stock Ownership Plan in MS ($1M, 79 participants).
Which ESOP plans cover a similar participant headcount to Union State Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lenoir Mirror Company Employee Stock Ownership Plan in NC (80 participants, $330K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 480456370.

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.