ESOP · DOL Form 5500 · 2023

Community State Bank and Union Bancorporation ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
73
Participants Small participant base
71st
Percentile by assets National rank
$244,949
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#5,020
in Finance & Insurance (8,869 peers)
-7.1%
assets change YoY

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.

Community State Bank Employee Stock Ownership Plan and Trust's outsized position 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

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

Community State Bank 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. Community State Bank Employee Stock Ownership Plan and Trust is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

DOL schedule card

Filing strip 390634530 · Community State Bank and Union Bancorporation PY 2023 · ESOP

Community State Bank Employee Stock Ownership Plan and Trust · $18M · 73 · 71st

  • PHOTO $18M
  • IND 73
  • EOY 71st
  • 5500 ESOP
  • ASSETS near Bamco, Inc. Employee Stock Ownership Plan
  • PCT ind #5020

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 Wisconsin →

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

Shioi Construction, Inc. Employee Stock Ownership PlanShioi Construction, Inc. Emp…$18MCommunity State Bank Employee Stock Ownership Plan and TrustCommunity State Bank Employe…$18MBamco, Inc. Employee Stock Ownership PlanBamco, Inc. Employee Stock O…$18MThe Production Management Group, Ltd. ESOPThe Production Management Gr…$18MMoriah Incorporated Employee Stock Ownership PlanMoriah Incorporated Employee…$18M
End-of-year total assets ($M) among Community State Bank Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$12M
Net Income-$603K
Employer EIN390634530
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community State Bank and Union Bancorporation)

Sponsor-wide plan assets over time

All Community State Bank and Union Bancorporation plans reported in each filing year

Latest sponsor-wide plan assets
$19M 3.614260855439018% vs 2022
2024 filing year
$17.5M$18M$18.5M$19M$19.5M 202220232024 $19.3M $18.6M ▼ -3.6%
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 Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Community State Bank Employee Stock Ownership Plan and Trust, Total assets ($B): 0.01788129 · Participants: 73Community State Bank Employee Stock Ownership Plan and TrustSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Community State Bank Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Community State Bank Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Bamco, Inc. Employee Stock Ownership Plan in NJ ($18M); by covered participants it is Glass & Metals, Inc. Employee Stock Ownership and Savings Plan in VA (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 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).
Which ESOP plans cover a similar participant headcount to Community State Bank Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Glass & Metals, Inc. Employee Stock Ownership and Savings Plan in VA (73 participants, $20M 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 390634530.

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.