ESOP · DOL Form 5500 · 2023
Union Holding Corp. ESOP
Data updated 2026-08-11
- $13M
- Total assets
- 209
- Participants
- 64th
- Percentile by assets
- $60,866
- Avg per participant
Official DOL plan name: Union Holding Corp. Employee Stock Ownership Plan · Sponsored by Union Holding Corp. · Wyoming · Management of Enterprises
$13M in assets, 209 participants
Union Holding Corp.'s Union Holding Corp. Employee Stock Ownership Plan reported $13M in total assets and 209 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- 64th percentile by assets (of 127,072 plans)
- #482 in Management of Enterprises (1,137 peers)
Coverage in Wyoming
Union Holding Corp. Employee Stock Ownership Plan covers 209 participants in Wyoming, 2.2x the typical Wyoming plan (state average ~94 per filing). Assets: $13M.
- $13M
- total plan assets (2023 EOY)
- 209
- covered participants
- 64th
- percentile by assets (of 127,072 plans)
- $60,866
- avg assets per participant
Where Union Holding Corp. Employee Stock Ownership Plan sits by total assets
Union Holding Corp. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,720,920 Top 36% higher than 64% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Union Holding Corp. Employee Stock Ownership Plan reported net income fell from $346K in the plan year 2022 filing to $76K in the plan year 2023 filing.
- Union Holding Corp. Employee Stock Ownership Plan reported participants fell from 224 in the plan year 2022 filing to 209 in the plan year 2023 filing.
- Union Holding Corp. Employee Stock Ownership Plan end-of-year assets fell from $13M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Participants vs Wyoming filers
In Wyoming, the average filing covers about 94 participants across 233 plans. Union Holding Corp. Employee Stock Ownership Plan reports 209 participants - 2.2x that state average ($13M EOY assets).
Wyoming filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $76K |
| Employer EIN | 830184092 |
| Plan Effective Date | 2014-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Union Holding Corp.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 459 | $35M |
| 2023 | 2 | 468 | $36M |
| 2024 | 2 | 444 | $35M |
Nearby ESOP Plans in Wyoming
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Bloedorn Lumber Co. & Subsidiaries ESOP $35M · 247
- Horizon Communications, Inc. Employee Stock Ownership Plan $11M · 104
- Mcgarvin-Moberly Employee Stock Ownership Plan $7M · 36
- Sundance State Bank Profit Sharing and Employee Stock Ownership Plan $6M · 33
- Modern Electric Co. Employee Stock Ownership Plan $5M · 50
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Union Holding Corp. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Union Holding Corp. Employee Stock Ownership Plan's numbers.
- By total assets, Union Holding Corp. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wyoming. Compare plans
- Union Holding Corp.'s sponsor-wide assets have declined 0.6% since 2022 across 3 plan years on file. More Management of Enterprises plans