ESOP · DOL Form 5500 · 2024

First Union Financial Corporation ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
62
Participants Small participant base
30th
Percentile by assets National rank
$33,742
Avg per participant Low balance/head
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Official DOL plan name: First Union Financial Corporation Employee Stock Ownership Plan · Sponsored by First Union Financial Corporation · Arkansas · Finance & Insurance

$2M in assets, 62 participants

First Union Financial Corporation's First Union Financial Corporation Employee Stock Ownership Plan reported $2M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,613 in Finance & Insurance (8,549 peers)

First Union Financial Corporation multi-year trail

First Union Financial Corporation's plans moved +11.6% in assets from 2022 to 2024; this filing shows First Union Financial Corporation Employee Stock Ownership Plan at $2M / 62 participants.

#1,613
in Finance & Insurance (8,549 peers)
+0.7%
assets growth YoY

First Union Financial Corporation Employee Stock Ownership Plan among the smaller filed plans by assets

First Union Financial Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$2,091,991 30th percentile higher than 30% 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

First Union Financial Corporation 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. First Union Financial Corporation Employee Stock Ownership Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Union Financial Corporation Employee Stock Ownership Plan reported net income fell from $122K in the plan year 2023 filing to $95K in the plan year 2024 filing.
  • First Union Financial Corporation Employee Stock Ownership Plan reported participants rose from 58 in the plan year 2023 filing to 62 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 710182120 · First Union Financial Corporation PY 2024 · ESOP

First Union Financial Corporation Employee Stock Ownership Plan · $2M · 62 · 30th

  • TYPE $2M
  • TYPE 62
  • TYPE 30th
  • TYPE ESOP
  • TYPE near S.J. Morse Company Employee Stock Ownership Plan
  • TYPE ind #1613

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 Arkansas →

First Union Financial Corporation Employee Stock Ownership Plan in the asset neighbourhood

First Union Financial Corporation Employee Stock Ownership PlanFirst Union Financial Corpor…$2MS.J. Morse Company Employee Stock Ownership PlanS.J. Morse Company Employee …$2MTactical Rehabilitation Employee Stock Ownership PlanTactical Rehabilitation Empl…$2MMetropolitan Planning Group$2MMarina Landscape, Inc. ESOP$2M
End-of-year total assets ($M) among First Union Financial Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

First Union Financial Corporation multi-year asset trail

Sponsor-wide plan assets over time

All First Union Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 11.605650513830998% vs 2022
2024 filing year
$1.8M$1.9M$2M$2.1M$2.2M 202220232024 $1.87M $2.09M ▲ +11.8%
Year Plans Participants Total Assets
2022 1 60 $2M
2023 1 58 $2M
2024 1 62 $2M

First Union Financial Corporation filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$95K
Employer EIN710182120
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arkansas

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

First Union Financial Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -2000200400600 Total assets ($M) Participants First Union Financial Corporation Employee Stock Ownership Plan, Total assets ($M): 2.091991 · Participants: 62First Union Financial Corporation Employee Stock Ownership PlanCentral States, Inc. Employee Stock Ownership Plan, Total assets ($M): 475.871389 · Participants: 1400Central States, Inc. Employee Stock Ownership PlanHarps Food Stores, Inc. Employee Stock Ownership Plan, Total assets ($M): 317.018358 · Participants: 3196Harps Food Stores, Inc. Employee Stock Ownership PlanCentral Moloney, Inc. Salaried Employee Stock Ownership Plan and Trust, Total assets ($M): 102.789406 · Participants: 0Central Moloney, Inc. Salaried Employee Stock Ownership Plan and TrustRubber & Gasket Company of America Employee Stock Ownership Plan, Total assets ($M): 70.150614 · Participants: 147Rubber & Gasket Company of America Employee Stock Ownership PlanHytrol Conveyor Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 47.625563 · Participants: 1295Hytrol Conveyor Co., Inc. Employee Stock Ownership Plan
First Union Financial Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Arkansas, assets vs. participants
Compare First Union Financial Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

First Union Financial Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arkansas, the nearest ESOP by assets is S.J. Morse Company Employee Stock Ownership Plan in WV ($2M); by covered participants it is Comgraphics, Inc. Employee Stock Ownership Plan in IL (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 First Union Financial Corporation Employee Stock Ownership Plan assets move in 2024? ▼
First Union Financial Corporation Employee Stock Ownership Plan held essentially flat - up 0.7% during 2024, from $2M to $2M. Reported net income was $95K.
How have First Union Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Union Financial Corporation's sponsor-wide assets grew 11.6%, from $2M to $2M.
Which ESOP plans are similar in size to First Union Financial Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is S.J. Morse Company Employee Stock Ownership Plan in WV ($2M, 22 participants).
Which ESOP plans cover a similar participant headcount to First Union Financial Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Comgraphics, Inc. Employee Stock Ownership Plan in IL (62 participants, $12M 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 710182120.

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.