ESOP · DOL Form 5500 · 2022

Capitol Federal Financial, Inc ESOP

Data updated 2026-08-11

$34M
Total assets
550
Participants
84th
Percentile by assets
$60,985
Avg per participant
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Official DOL plan name: Capitol Federal Financial, Inc. Employee Stock Ownership Plan · Sponsored by Capitol Federal Financial, Inc · Kansas · Finance & Insurance

$34M in assets, 550 participants

Capitol Federal Financial, Inc's Capitol Federal Financial, Inc. Employee Stock Ownership Plan reported $34M in total assets and 550 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)
  • #6,877 in Finance & Insurance (9,261 peers)

Where Capitol Federal Financial, Inc. Employee Stock Ownership Plan sits by assets

Capitol Federal Financial, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $34M for 550 participants (~$60,985/participant), down 44.3% in 2022.

$34M
total plan assets (2022 EOY)
550
covered participants
84th
percentile by assets (of 139,126 plans)
$60,985
avg assets per participant

The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Capitol Federal Financial, Inc. Employee Stock Ownership Plan sits by total assets

Capitol Federal Financial, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$33,541,897 Top 16% higher than 84% of 139,123 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 2022

State
Kansas
Industry
Finance & Insurance

Capitol Federal Financial, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Capitol Federal Financial, Inc. Employee Stock Ownership Plan outranks 84% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)-$731K
Net Income-$25M
Employer EIN272631712
Plan Effective Date2007-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capitol Federal Financial, Inc)

$60M$65M$70M$75M$80M 202220232024 $62.2M $77.9M ▲ +25.2%
Total plan assets by year, all Capitol Federal Financial, Inc plans on file
Year Plans Participants Total Assets
2022 2 1,181 $62M
2023 2 1,125 $71M
2024 2 1,106 $78M

Nearby ESOP Plans in Kansas

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

Capitol Federal Financial, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. 2004006008001000 0100200300400 Total assets ($M) Participants Capitol Federal Fina…, Total assets ($M): 33.541897 · Participants: 550Capitol Federal Fina…Pbi-Gordon Companies…, Total assets ($M): 369.500071 · Participants: 506Pbi-Gordon Companies…Harcros Chemicals, I…, Total assets ($M): 224.759718 · Participants: 560Harcros Chemicals, I…Mmc Corp Employee St…, Total assets ($M): 224.129068 · Participants: 867Mmc Corp Employee St…Globe Engineering Co…, Total assets ($M): 133.421113 · Participants: 244Globe Engineering Co…Inland Truck Parts C…, Total assets ($M): 77.703859 · Participants: 603Inland Truck Parts C…
Capitol Federal Financial, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Capitol Federal Financial, Inc. Employee… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Capitol Federal Financial, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Capitol Federal Financial, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Capitol Federal Financial, Inc. Employee Stock Ownership Plan contracted severely - down 44.3% during 2022, from $60M to $34M. Reported net income was -$25M.
How have Capitol Federal Financial, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capitol Federal Financial, Inc's sponsor-wide assets grew 25.2%, from $62M to $78M.
Where does Capitol Federal Financial, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Capitol Federal Financial, Inc. Employee Stock Ownership Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Capitol Federal Financial, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rcb Holding Company, Inc. Employee Stock Ownership Plan in OK ($34M, 588 participants).

Next read for Capitol Federal Financial, Inc. Employee…

Scale reading

Ways to act on Capitol Federal Financial, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Capitol Federal Financial, 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 Kansas. Compare plans
  • Capitol Federal Financial, Inc's sponsor-wide assets have grown 25.2% 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 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 272631712.

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.