401(k) · DOL Form 5500 · 2023

Union State Bank 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
76
Participants Small participant base
52nd
Percentile by assets National rank
$94,958
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Union State Bank 401(k) Employee Stock Ownership Plan · Sponsored by Union State Bank · Kansas · Finance & Insurance

$7M in assets, 76 participants

Union State Bank's The Union State Bank 401(k) Employee Stock Ownership Plan reported $7M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,294 in Finance & Insurance (8,869 peers)

Union State Bank multi-year trail

Union State Bank's plans moved +28.8% in assets from 2022 to 2024; this filing shows The Union State Bank 401(k) Employee Stock Ownership Plan at $7M / 76 participants.

#3,294
in Finance & Insurance (8,869 peers)
+7.6%
assets growth YoY

The Union State Bank 401(k) Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

The Union State Bank 401(k) Employee Stock Ownership Plan vs every filed plan by assets

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

$7,216,779 Top 48% higher than 52% 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

The Union State Bank 401(k) 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. The Union State Bank 401(k) Employee Stock Ownership Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Union State Bank 401(k) Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to $512K in the plan year 2023 filing.
  • The Union State Bank 401(k) Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Union State Bank 401(k) Employee Stock Ownership Plan reported participants rose from 73 in the plan year 2022 filing to 76 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 480456400 · Union State Bank PY 2023 · 401(k)

The Union State Bank 401(k) Employee Stock Ownership Plan · $7M · 76 · 52nd

  • PCT $7M
  • PCT 76
  • PCT 52nd
  • PCT 401(k)
  • PCT near Ratner Steel Supply Company 401(k) Plan
  • PCT ind #3294

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 Finance & Insurance retirement plans → · Plans in Kansas →

The Union State Bank 401(k) Employee Stock Ownership Plan in the asset neighbourhood

The Union State Bank 401(k) Employee Stock Ownership PlanThe Union State Bank 401(k) …$7MRatner Steel Supply Company 401(k) PlanRatner Steel Supply Company …$7MTropic 401(k) Plan$7MThe Rethink Group Inc 401(k) Profit Sharing Plan & TrustThe Rethink Group Inc 401(k)…$7MFarmers Union Oil Company of Moorhead 401(k) PlanFarmers Union Oil Company of…$7M
End-of-year total assets ($M) among The Union State Bank 401(k) Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Union State Bank multi-year asset trail

Sponsor-wide plan assets over time

All Union State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$9M 28.75306912864114% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.71M $8.63M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 73 $7M
2023 1 76 $7M
2024 1 79 $9M

Union State Bank filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$512K
Employer EIN480456400
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kansas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Union State Bank 401(k) Employee Stock Ownership Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants The Union State Bank 401(k) Employee Stock Ownership Plan, Total assets ($B): 0.007216779 · Participants: 76The Union State Bank 401(k) Employee Stock Ownership PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
The Union State Bank 401(k) Employee Stock Ownership Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare The Union State Bank 401(k) Employee Stock Ownership Plan side-by-side with 3 peers →

The Union State Bank 401(k) Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Ratner Steel Supply Company 401(k) Plan in MN ($7M); by covered participants it is Ovia Health 401(k) Plan in NC (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 The Union State Bank 401(k) Employee Stock Ownership Plan assets move in 2023? ▼
The Union State Bank 401(k) Employee Stock Ownership Plan grew at a solid clip - up 7.6% during 2023, from $7M to $7M. Reported net income was $512K.
How have Union State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union State Bank's sponsor-wide assets grew 28.8%, from $7M to $9M.
Which 401(k) plans are similar in size to The Union State Bank 401(k) Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ratner Steel Supply Company 401(k) Plan in MN ($7M, 134 participants).
Which 401(k) plans cover a similar participant headcount to The Union State Bank 401(k) Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ovia Health 401(k) Plan in NC (76 participants, $4M 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 480456400.

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.