ESOP · DOL Form 5500 · 2023

First State Bank & Trust ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
99
Participants Small participant base
42nd
Percentile by assets National rank
$45,008
Avg per participant Low balance/head
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Official DOL plan name: First State Bank & Trust Employee Stock Ownership Plan and Trust · Sponsored by First State Bank & Trust · Kansas · Finance & Insurance

$4M in assets, 99 participants

First State Bank & Trust's First State Bank & Trust Employee Stock Ownership Plan and Trust reported $4M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,626 in Finance & Insurance (8,869 peers)

First State Bank & Trust multi-year trail

First State Bank & Trust's plans moved +31.8% in assets from 2022 to 2024; this filing shows First State Bank & Trust Employee Stock Ownership Plan and Trust at $4M / 99 participants.

#2,626
in Finance & Insurance (8,869 peers)
+3.7%
assets growth YoY

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

First State Bank & Trust Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$4,455,756 42nd percentile higher than 42% 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

First State Bank & Trust Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First State Bank & Trust Employee Stock Ownership Plan and Trust is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First State Bank & Trust Employee Stock Ownership Plan and Trust reported net income fell from $337K in the plan year 2022 filing to $161K in the plan year 2023 filing.
  • First State Bank & Trust Employee Stock Ownership Plan and Trust reported participants rose from 95 in the plan year 2022 filing to 99 in the plan year 2023 filing.
  • First State Bank & Trust Employee Stock Ownership Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 480451049 · First State Bank & Trust PY 2023 · ESOP

First State Bank & Trust Employee Stock Ownership Plan and Trust · $4M · 99 · 42nd

  • 5500 $4M
  • 5500 99
  • 5500 42nd
  • 5500 ESOP
  • 5500 near Cn Employee Stock Ownership Plan
  • 5500 ind #2626

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 →

First State Bank & Trust Employee Stock Ownership Plan and Trust in the asset neighbourhood

Hyde Engineering & Consulting, Inc. Employee Stock Ownership PlanHyde Engineering & Consultin…$4MFirst State Bank & Trust Employee Stock Ownership Plan and TrustFirst State Bank & Trust Emp…$4MCn Employee Stock Ownership PlanCn Employee Stock Ownership …$4MRural Electric, Inc. Employee Stock Ownership PlanRural Electric, Inc. Employe…$4MSocial Policy Research Associates Inc Employee Stock Ownership PlanSocial Policy Research Assoc…$4M
End-of-year total assets ($M) among First State Bank & Trust Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

First State Bank & Trust multi-year asset trail

Sponsor-wide plan assets over time

All First State Bank & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$16M 31.75904049643517% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.9M $15.7M ▲ +31.8%
Year Plans Participants Total Assets
2022 2 198 $12M
2023 2 203 $13M
2024 2 203 $16M

First State Bank & Trust filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$161K
Employer EIN480451049
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kansas

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

First State Bank & Trust Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. 0200400600800 -1000100200300400 Total assets ($M) Participants First State Bank & Trust Employee Stock Ownership Plan and Trust, Total assets ($M): 4.455756 · Participants: 99First State Bank & Trust Employee Stock Ownership Plan and TrustPbi-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
First State Bank & Trust Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kansas, assets vs. participants
Compare First State Bank & Trust Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Kansas, the nearest ESOP by assets is Cn Employee Stock Ownership Plan in VT ($4M); by covered participants it is First National Bank of Bemidji Employee Stock Ownership Plan and Trust in MN (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 First State Bank & Trust Employee Stock Ownership Plan and Trust assets move in 2023? ▼
First State Bank & Trust Employee Stock Ownership Plan and Trust edged up modestly - up 3.7% during 2023, from $4M to $4M. Reported net income was $161K.
How have First State Bank & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First State Bank & Trust's sponsor-wide assets grew 31.8%, from $12M to $16M.
Which ESOP plans are similar in size to First State Bank & Trust Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Cn Employee Stock Ownership Plan in VT ($4M, 86 participants).
Which ESOP plans cover a similar participant headcount to First State Bank & Trust Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is First National Bank of Bemidji Employee Stock Ownership Plan and Trust in MN (99 participants, $30M 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 480451049.

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.