ESOP · DOL Form 5500 · 2023

Ubt Bancshares, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
83
Participants Small participant base
65th
Percentile by assets National rank
$161,507
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ubt Bancshares, Inc. Employee Stock Ownership Plan · Sponsored by Ubt Bancshares, Inc. · Kansas · Management of Enterprises

$13M in assets, 83 participants

Ubt Bancshares, Inc.'s Ubt Bancshares, Inc. Employee Stock Ownership Plan reported $13M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #498 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Ubt Bancshares, Inc. Employee Stock Ownership Plan ranks #498 of 1,137 2023 filers by assets (2652% of the sector average)-$13M for 83 participants.

#498
in Management of Enterprises (1,137 peers)
+9.1%
assets growth YoY

Ubt Bancshares, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers

Ubt Bancshares, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$13,405,105 Top 35% higher than 65% 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

Ubt Bancshares, Inc. 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. Ubt Bancshares, Inc. Employee Stock Ownership Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ubt Bancshares, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ubt Bancshares, Inc. Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Ubt Bancshares, Inc. Employee Stock Ownership Plan reported participants rose from 80 in the plan year 2022 filing to 83 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 731684072 · Ubt Bancshares, Inc. PY 2023 · ESOP

Ubt Bancshares, Inc. Employee Stock Ownership Plan · $13M · 83 · 65th

  • 5500 $13M
  • ASSETS 83
  • PCT 65th
  • EIN ESOP
  • RANK near Quality Staffing Employee Stock Ownership Plan
  • PHOTO ind #498

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 →

Ubt Bancshares, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ubt Bancshares, Inc. Employee Stock Ownership PlanUbt Bancshares, Inc. Employe…$13MQuality Staffing Employee Stock Ownership PlanQuality Staffing Employee St…$13MInfinity Drywall Contracting, Inc. Employee Stock Ownership PlanInfinity Drywall Contracting…$13MAdm Group, Inc. Employee Stock Ownership PlanAdm Group, Inc. Employee Sto…$13MNaxion, Inc. Employee Stock Ownership PlanNaxion, Inc. Employee Stock …$13M
End-of-year total assets ($M) among Ubt Bancshares, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN731684072
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ubt Bancshares, Inc.)

Sponsor-wide plan assets over time

All Ubt Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 14.485590537989074% vs 2022
2024 filing year
$21M$22M$23M$24M$25M$26M 202220232024 $22.1M $25.4M ▲ +14.5%
Year Plans Participants Total Assets
2022 2 169 $22M
2023 2 182 $24M
2024 2 186 $25M

Nearby ESOP Plans in Kansas

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

Ubt Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. 0200400600800 -1000100200300400 Total assets ($M) Participants Ubt Bancshares, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.405105 · Participants: 83Ubt Bancshares, Inc. Employee Stock Ownership PlanPbi-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
Ubt Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Ubt Bancshares, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Ubt Bancshares, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kansas, the nearest ESOP by assets is Quality Staffing Employee Stock Ownership Plan in NC ($13M); by covered participants it is Stockmens Bank Employee Stock Ownership Plan and Trust in CO (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Ubt Bancshares, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Ubt Bancshares, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.1% during 2023, from $12M to $13M. Reported net income was $1M.
How have Ubt Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ubt Bancshares, Inc.'s sponsor-wide assets grew 14.5%, from $22M to $25M.
Which ESOP plans are similar in size to Ubt Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Quality Staffing Employee Stock Ownership Plan in NC ($13M, 60 participants).
Which ESOP plans cover a similar participant headcount to Ubt Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Stockmens Bank Employee Stock Ownership Plan and Trust in CO (83 participants, $3M 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 731684072.

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.