ESOP · DOL Form 5500 · 2024

The Union State Bank ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
94
Participants Small participant base
26th
Percentile by assets National rank
$14,885
Avg per participant Low balance/head
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Official DOL plan name: Union State Bank Employee Stock Ownership Plan · Sponsored by The Union State Bank · Kansas · Finance & Insurance

$1M in assets, 94 participants

The Union State Bank's Union State Bank Employee Stock Ownership Plan reported $1M in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,339 in Finance & Insurance (8,549 peers)

The Union State Bank multi-year trail

The Union State Bank's plans moved +18.6% in assets from 2022 to 2024; this filing shows Union State Bank Employee Stock Ownership Plan at $1M / 94 participants.

#1,339
in Finance & Insurance (8,549 peers)
+16.7%
assets growth YoY

Union State Bank Employee Stock Ownership Plan among the smaller filed plans by assets

Union State Bank Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,399,156 26th percentile higher than 26% of 123,620 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 2024

Union State Bank Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union State Bank Employee Stock Ownership Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Union State Bank Employee Stock Ownership Plan reported net income rose from $163K in the plan year 2023 filing to $274K in the plan year 2024 filing.
  • Union State Bank Employee Stock Ownership Plan reported participants rose from 80 in the plan year 2023 filing to 94 in the plan year 2024 filing.
  • Union State Bank Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 480456370 · The Union State Bank PY 2024 · ESOP

Union State Bank Employee Stock Ownership Plan · $1M · 94 · 26th

  • SCH $1M
  • EBSA 94
  • PART 26th
  • TYPE ESOP
  • NET near Martineau Electric, Inc. Employee Stock Ownership Plan
  • BOOK ind #1339

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 →

Union State Bank Employee Stock Ownership Plan in the asset neighbourhood

Union State Bank Employee Stock Ownership PlanUnion State Bank Employee St…$1MMartineau Electric, Inc. Employee Stock Ownership PlanMartineau Electric, Inc. Emp…$1MIti Manufacturing, Inc. Employee Stock Ownership PlanIti Manufacturing, Inc. Empl…$1MT&t Tinting Specialists, Inc. Employee Stock Ownership PlanT&t Tinting Specialists, Inc…$1MMeyer Design, Incorporated Employee Stock Ownership PlanMeyer Design, Incorporated E…$1M
End-of-year total assets ($M) among Union State Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

The Union State Bank multi-year asset trail

Sponsor-wide plan assets over time

All The Union State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$1M 18.591436601763668% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.18M $1.4M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 83 $1M
2023 1 80 $1M
2024 1 94 $1M

The Union State Bank filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$274K
Employer EIN480456370
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kansas

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

Union State Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400 Total assets ($M) Participants Union State Bank Employee Stock Ownership Plan, Total assets ($M): 1.399156 · Participants: 94Union State Bank Employee Stock Ownership PlanHarcros Chemicals, Inc. Employee Stock Ownership Plan, Total assets ($M): 302.929989 · Participants: 554Harcros Chemicals, Inc. Employee Stock Ownership PlanCerris, Inc. Employee Stock Ownership Plan, Total assets ($M): 261.880582 · Participants: 609Cerris, Inc. Employee Stock Ownership PlanIntegra Technologies Employee Stock Ownership Plan, Total assets ($M): 143.017096 · Participants: 585Integra Technologies Employee Stock Ownership PlanHenderson Companies Employee Stock Ownership Plan, Total assets ($M): 111.840084 · Participants: 1016Henderson Companies Employee Stock Ownership PlanBerkel & Company Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 105.766157 · Participants: 418Berkel & Company Contractors, Inc. Employee Stock Ownership Plan
Union State Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Union State Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Kansas, the nearest ESOP by assets is Martineau Electric, Inc. Employee Stock Ownership Plan in NH ($1M); by covered participants it is Community First Bank Employee Stock Ownership Plan in WI (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Union State Bank Employee Stock Ownership Plan assets move in 2024? ▼
Union State Bank Employee Stock Ownership Plan grew sharply - up 16.7% during 2024, from $1M to $1M. Reported net income was $274K.
How have The Union State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Union State Bank's sponsor-wide assets grew 18.6%, from $1M to $1M.
Which ESOP plans are similar in size to Union State Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Martineau Electric, Inc. Employee Stock Ownership Plan in NH ($1M, 14 participants).
Which ESOP plans cover a similar participant headcount to Union State Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Community First Bank Employee Stock Ownership Plan in WI (94 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 480456370.

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.