ESOP · DOL Form 5500 · 2023

Community State Bank and Union Bancorporation ESOP

Data updated 2026-08-11

$18M
Total assets: 73
Participants: 71st
Percentile by assets: $244,949
Avg per participant

Official DOL plan name: Community State Bank Employee Stock Ownership Plan and Trust · Sponsored by Community State Bank and Union Bancorporation · Wisconsin · Finance & Insurance

$18M in assets, 73 participants

Community State Bank and Union Bancorporation's Community State Bank Employee Stock Ownership Plan and Trust reported $18M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

71st percentile by assets (of 127,072 plans)
#5,020 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Community State Bank Employee Stock Ownership Plan and Trust holds $18M for 73 participants - about $244,949 per participant, above the median plan by assets.

$18M
total plan assets (2023 EOY): 73
covered participants: 71st
percentile by assets (of 127,072 plans): $244,949
avg assets per participant

The plan reported a net loss of $603K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Community State Bank Employee Stock Ownership Plan and Trust sits by total assets

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

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

$17,881,290 Top 29% higher than 71% 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

Community State Bank Employee Stock Ownership Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to -$603K in the plan year 2023 filing.
Community State Bank Employee Stock Ownership Plan and Trust end-of-year assets fell from $19M in the plan year 2022 filing to $18M in the plan year 2023 filing.
Community State Bank Employee Stock Ownership Plan and Trust reported participants fell from 75 in the plan year 2022 filing to 73 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Wisconsin

Industry

Finance & Insurance

ESOP filing for Community State Bank Employee Stock Ownership Plan and Trust

ESOP filing for plan year 2023: EIN 390634530 ; effective since 1981-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2023)

Total Assets (Beginning of Year)	$19M
Net Assets (End of Year)	$12M
Net Income	-$603K
Employer EIN	390634530
Plan Effective Date	1981-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Community State Bank and Union Bancorporation)

Total plan assets by year, all Community State Bank and Union Bancorporation plans on file

Year	Plans	Participants	Total Assets
2022	1	75	$19M
2023	1	73	$18M
2024	1	74	$19M

Nearby ESOP Plans in Wisconsin

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

Community State Bank Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants

Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
Ki Employee Stock Ownership Plan $511M · 1,624
Trachte Building Systems Employee Stock Ownership Plan $331M · 228
Wausau Supply Company Employee Stock Ownership Plan $315M · 808

Compare Community State Bank Employee Stock Owne… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Community State Bank Employee Stock Ownership Plan and Trust by total assets, not by location.

Bamco, Inc. Employee Stock Ownership Plan (NJ) $18M · 104
The Production Management Group, Ltd. ESOP (MD) $18M · 64
Shioi Construction, Inc. Employee Stock Ownership Plan (HI) $18M · 45
Moriah Incorporated Employee Stock Ownership Plan (MI) $18M · 147

Frequently Asked Questions

How did Community State Bank Employee Stock Ownership Plan and Trust assets move in 2023? ▼

Community State Bank Employee Stock Ownership Plan and Trust pulled back noticeably - down 7.1% during 2023, from $19M to $18M. Reported net income was -$603K.

How have Community State Bank and Union Bancorporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Community State Bank and Union Bancorporation's sponsor-wide assets declined 3.6%, from $19M to $19M.

Which ESOP plans are similar in size to Community State Bank Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by assets is Bamco, Inc. Employee Stock Ownership Plan in NJ ($18M, 104 participants).

Next read for Community State Bank Employee Stock Owne…

Filing takeaways

Ways to act on Community State Bank Employee Stock Ownership Plan and Trust's numbers.

By total assets, Community State Bank Employee Stock Ownership Plan and Trust ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
Community State Bank and Union Bancorporation's sponsor-wide assets have declined 3.6% 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390634530.