ESOP · DOL Form 5500 · 2023

Sundance State Bank ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
33
Participants Small participant base
47th
Percentile by assets National rank
$173,202
Avg per participant Above avg balance/head
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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.

  • #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.

#2,963
in Finance & Insurance (8,869 peers)
+8.6%
assets growth YoY

Sundance State Bank Profit Sharing and Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

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 $2,050,000,000 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

Sundance State Bank Profit Sharing and 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. Sundance State Bank Profit Sharing and Employee Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

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 →

Form 5500 schedule snapshot

Filing strip 830149243 · Sundance State Bank PY 2023 · ESOP

Sundance State Bank Profit Sharing and Employee Stock Ownership Plan · $6M · 33 · 47th

  • ASSETS $6M
  • ASSETS 33
  • ASSETS 47th
  • ASSETS ESOP
  • ASSETS near Dekra-Lite Industries Employee Stock Ownership Plan
  • ASSETS ind #2963

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 →

Sundance State Bank Profit Sharing and Employee Stock Ownership Plan in the asset neighbourhood

First Rate Excavate Inc. Employee Stock Ownership PlanFirst Rate Excavate Inc. Emp…$6MSundance State Bank Profit Sharing and Employee Stock Ownership PlanSundance State Bank Profit S…$6MFirst Savings Bank Employee Stock Ownership PlanFirst Savings Bank Employee …$6MDekra-Lite Industries Employee Stock Ownership PlanDekra-Lite Industries Employ…$6MGoodson Employee Stock Ownership Plan and TrustGoodson Employee Stock Owner…$6M
End-of-year total assets ($M) among Sundance State Bank Profit Sharing and Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Sundance State Bank multi-year asset trail

Sponsor-wide plan assets over time

All Sundance State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$6M 20.317861404101222% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.27M $6.33M ▲ +20.1%
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 ($M) Participants Sundance State Bank Profit Sharing and Employee Stock Ownership Plan, Total assets ($M): 5.715677 · Participants: 33Sundance State Bank Profit Sharing and Employee Stock Ownership PlanBloedorn Lumber Co. & Subsidiaries ESOP, Total assets ($M): 34.504242 · Participants: 247Bloedorn Lumber Co. & Subsidiaries ESOPUnion Holding Corp. Employee Stock Ownership Plan, Total assets ($M): 12.72092 · Participants: 209Union Holding Corp. Employee Stock Ownership PlanHorizon Communications, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.55086 · Participants: 104Horizon Communications, Inc. Employee Stock Ownership PlanMcgarvin-Moberly Employee Stock Ownership Plan, Total assets ($M): 7.486173 · Participants: 36Mcgarvin-Moberly Employee Stock Ownership PlanModern Electric Co. Employee Stock Ownership Plan, Total assets ($M): 4.975203 · Participants: 50Modern Electric Co. Employee Stock Ownership Plan
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 Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wyoming, the nearest ESOP by assets is Dekra-Lite Industries Employee Stock Ownership Plan in CA ($6M); by covered participants it is Mcfarling Foods, Inc. Employee Stock Ownership Plan II in IN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 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).
Which ESOP plans cover a similar participant headcount to Sundance State Bank Profit Sharing and Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mcfarling Foods, Inc. Employee Stock Ownership Plan II in IN (33 participants, N/A 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 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.