ESOP · DOL Form 5500 · 2023

Union Holding Corp. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
209
Participants Below avg headcount
64th
Percentile by assets National rank
$60,866
Avg per participant Low balance/head
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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.

  • #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.

#482
in Management of Enterprises (1,137 peers)
-0.8%
assets change YoY

Union Holding Corp. Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers

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

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

Union Holding Corp. 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. Union Holding Corp. Employee Stock Ownership Plan sits mid-pack in the medium band (209 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 830184092 · Union Holding Corp. PY 2023 · ESOP

Union Holding Corp. Employee Stock Ownership Plan · $13M · 209 · 64th

  • EBSA $13M
  • PART 209
  • TYPE 64th
  • NET ESOP
  • BOOK near Benmark Holdings, Inc. Employee Stock Ownership Plan
  • VS-ST ind #482

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 Wyoming →

Union Holding Corp. Employee Stock Ownership Plan in the asset neighbourhood

Union Holding Corp. Employee Stock Ownership PlanUnion Holding Corp. Employee…$13MBenmark Holdings, Inc. Employee Stock Ownership PlanBenmark Holdings, Inc. Emplo…$13MWilliam Penn Bank Employee Stock Ownership PlanWilliam Penn Bank Employee S…$13MMcd, Inc. Employee Stock Ownership PlanMcd, Inc. Employee Stock Own…$13MWeathermaster Building Products, Inc. Employee Stock Ownership PlanWeathermaster Building Produ…$13M
End-of-year total assets ($M) among Union Holding Corp. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wyoming filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$10M
Net Income$76K
Employer EIN830184092
Plan Effective Date2014-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Holding Corp.)

Sponsor-wide plan assets over time

All Union Holding Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 0.5977495762826748% vs 2022
2024 filing year
$34.5M$35M$35.5M$36M 202220232024 $35.1M $34.9M ▼ -0.6%
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.

Union Holding Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in Wyoming, assets vs. participants Scatter plot of 6 data points. 050100150200250300 010203040 Total assets ($M) Participants Union Holding Corp. Employee Stock Ownership Plan, Total assets ($M): 12.72092 · Participants: 209Union Holding Corp. Employee Stock Ownership PlanBloedorn Lumber Co. & Subsidiaries ESOP, Total assets ($M): 34.504242 · Participants: 247Bloedorn Lumber Co. & Subsidiaries ESOPHorizon Communications, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.55086 · Participants: 104Horizon Communications, Inc. Employee Stock Ownership PlanMcgarvin-Moberly Employee Stock Ownership Plan, Total assets ($M): 7.486173 · Participants: 36Mcgarvin-Moberly Employee Stock Ownership PlanSundance State Bank Profit Sharing and Employee Stock Ownership Plan, Total assets ($M): 5.715677 · Participants: 33Sundance State Bank Profit Sharing and Employee Stock Ownership PlanModern Electric Co. Employee Stock Ownership Plan, Total assets ($M): 4.975203 · Participants: 50Modern Electric Co. Employee Stock Ownership Plan
Union Holding Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in Wyoming, assets vs. participants
Compare Union Holding Corp. Employee Stock Ownership Plan side-by-side with 3 peers →

Union Holding Corp. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wyoming, the nearest ESOP by assets is Benmark Holdings, Inc. Employee Stock Ownership Plan in OH ($13M); by covered participants it is Piece Management, Inc. Employee Stock Ownership Plan in NY (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Union Holding Corp. Employee Stock Ownership Plan assets move in 2023? ▼
Union Holding Corp. Employee Stock Ownership Plan held essentially flat - down 0.8% during 2023, from $13M to $13M. Reported net income was $76K.
How have Union Holding Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Holding Corp.'s sponsor-wide assets declined 0.6%, from $35M to $35M.
Which ESOP plans are similar in size to Union Holding Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Benmark Holdings, Inc. Employee Stock Ownership Plan in OH ($13M, 35 participants).
Which ESOP plans cover a similar participant headcount to Union Holding Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Piece Management, Inc. Employee Stock Ownership Plan in NY (209 participants, $15M 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 830184092.

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.