ESOP · DOL Form 5500 · 2023
United Bancorp, Inc. ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 101
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $48,096
- Avg per participant Low balance/head
Official DOL plan name: United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan · Sponsored by United Bancorp, Inc. · Ohio · Finance & Insurance
$5M in assets, 101 participants
United Bancorp, Inc.'s United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan reported $5M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #2,739 in Finance & Insurance (8,869 peers)
Coverage in Ohio
United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan covers 101 participants in Ohio, about 13% of the average Ohio filer (state average ~765 per filing). Assets: $5M.
- #2,739
- in Finance & Insurance (8,869 peers)
- -14.2%
- assets change YoY
The plan reported a net loss of $807K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers
United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,857,658 44th percentile higher than 44% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan sits mid-pack in the medium band (101 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan reported net income rose from -$974K in the plan year 2022 filing to -$807K in the plan year 2023 filing.
- United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan reported participants rose from 98 in the plan year 2022 filing to 101 in the plan year 2023 filing.
DOL schedule card
Filing strip 341405357 · United Bancorp, Inc. PY 2023 · ESOP
United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan · $5M · 101 · 44th
- VS-ST $5M
- BOY 101
- SCH 44th
- EBSA ESOP
- PART near Tsp, Inc. Employee Stock Ownership Plan
- TYPE ind #2739
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 Ohio →
United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$807K |
| Employer EIN | 341405357 |
| Plan Effective Date | 2005-11-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Bancorp, Inc.)
Sponsor-wide plan assets over time
All United Bancorp, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 24.52520950476996% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 291 | $17M |
| 2023 | 3 | 288 | $19M |
| 2024 | 3 | 292 | $22M |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
- Messer Inc. Employee Stock Ownership Plan $622M · 873
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434
United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Tsp, Inc. Employee Stock Ownership Plan in SD ($5M); by covered participants it is C.H. Guernsey & Company Employee Stock Ownership Plan in OK (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (101 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.