ESOP · DOL Form 5500 · 2023

Sundance State Bank ESOP

Data updated 2026-08-11

$6M
Total assets
33
Participants
47th
Percentile by assets
$173,202
Avg per participant
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Official DOL plan name: Sundance State Bank Profit Sharing and Employee Stock Ownership Plan · Sponsored by Sundance State Bank · Wyoming · Finance & Insurance

$6M in assets, 33 participants

Sundance State Bank's Sundance State Bank Profit Sharing and Employee Stock Ownership Plan reported $6M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • 47th percentile by assets (of 127,072 plans)
  • #2,963 in Finance & Insurance (8,869 peers)

Sundance State Bank multi-year trail

Sundance State Bank's plans moved +20.3% in assets from 2022 to 2024; this filing shows Sundance State Bank Profit Sharing and Employee Stock Ownership Plan at $6M / 33 participants.

$6M
total plan assets (2023 EOY)
33
covered participants
47th
percentile by assets (of 127,072 plans)
$173,202
avg assets per participant

Where Sundance State Bank Profit Sharing and Employee Stock Ownership Plan sits by total assets

Sundance State Bank Profit Sharing and Employee Stock Ownership Plan vs every filed plan by assets

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

$5,715,677 47th percentile higher than 47% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sundance State Bank Profit Sharing and Employee Stock Ownership Plan reported net income rose from -$132K in the plan year 2022 filing to $451K in the plan year 2023 filing.
  • Sundance State Bank Profit Sharing and Employee Stock Ownership Plan reported participants rose from 28 in the plan year 2022 filing to 33 in the plan year 2023 filing.
  • Sundance State Bank Profit Sharing and Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Wyoming
Industry
Finance & Insurance

Sundance State Bank across 3 plan years on file

Across the 3 plan years Sundance State Bank has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $6M, a gain of 20.3%, while reported participants moved from 28 to 33 (+17.9%). Peak year by sponsor assets: 2024 ($6M); trough: 2022 ($5M).

Sundance State Bank multi-year asset trail

$5M$5.5M$6M$6.5M 202220232024 $5.27M $6.33M ▲ +20.1%
Total plan assets by year, all Sundance State Bank plans on file
Year Plans Participants Total Assets
2022 1 28 $5M
2023 1 33 $6M
2024 1 33 $6M

Sundance State Bank filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$451K
Employer EIN830149243
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wyoming

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

Sundance State Bank Profit Sharing and Employee Stock Ownership Plan vs. nearby ESOP plans in Wyoming, assets vs. participants Scatter plot of 6 data points. 050100150200250300 010203040 Total assets ($M) Participants Sundance State Bank …, Total assets ($M): 5.715677 · Participants: 33Sundance State Bank …Bloedorn Lumber Co. …, Total assets ($M): 34.504242 · Participants: 247Bloedorn Lumber Co. …Union Holding Corp. …, Total assets ($M): 12.72092 · Participants: 209Union Holding Corp. …Horizon Communicatio…, Total assets ($M): 10.55086 · Participants: 104Horizon Communicatio…Mcgarvin-Moberly Emp…, Total assets ($M): 7.486173 · Participants: 36Mcgarvin-Moberly Emp…Modern Electric Co. …, Total assets ($M): 4.975203 · Participants: 50Modern Electric Co. …
Sundance State Bank Profit Sharing and Employee Stock Ownership Plan vs. nearby ESOP plans in Wyoming, assets vs. participants
Compare Sundance State Bank Profit Sharing and E… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Sundance State Bank Profit Sharing and Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Sundance State Bank Profit Sharing and Employee Stock Ownership Plan assets move in 2023? ▼
Sundance State Bank Profit Sharing and Employee Stock Ownership Plan grew at a solid clip - up 8.6% during 2023, from $5M to $6M. Reported net income was $451K.
How have Sundance State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sundance State Bank's sponsor-wide assets grew 20.3%, from $5M to $6M.
Which ESOP plans are similar in size to Sundance State Bank Profit Sharing and Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dekra-Lite Industries Employee Stock Ownership Plan in CA ($6M, 40 participants).

Next read for Sundance State Bank Profit Sharing and E…

Multi-year trail

Ways to act on Sundance State Bank Profit Sharing and Employee Stock Ownership Plan's numbers.

  • By total assets, Sundance State Bank Profit Sharing and Employee Stock Ownership Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Wyoming. Compare plans
  • Sundance State Bank's sponsor-wide assets have grown 20.3% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 830149243.

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.