ESOP · DOL Form 5500 · 2024

First State Bank & Trust ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
98
Participants Small participant base
42nd
Percentile by assets National rank
$51,887
Avg per participant Low balance/head
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Official DOL plan name: First State Bank & Trust Employee Stock Ownership Plan and Trust · Sponsored by First State Bank & Trust · Kansas · Finance & Insurance

$5M in assets, 98 participants

First State Bank & Trust's First State Bank & Trust Employee Stock Ownership Plan and Trust reported $5M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,437 in Finance & Insurance (8,549 peers)

First State Bank & Trust multi-year trail

First State Bank & Trust's plans moved +31.8% in assets from 2022 to 2024; this filing shows First State Bank & Trust Employee Stock Ownership Plan and Trust at $5M / 98 participants.

#2,437
in Finance & Insurance (8,549 peers)
+14.1%
assets growth YoY

First State Bank & Trust Employee Stock Ownership Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

First State Bank & Trust Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$5,084,956 42nd percentile higher than 42% 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 State Bank & Trust Employee Stock Ownership Plan and Trust 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 State Bank & Trust Employee Stock Ownership Plan and Trust is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First State Bank & Trust Employee Stock Ownership Plan and Trust reported net income rose from $161K in the plan year 2023 filing to $629K in the plan year 2024 filing.
  • First State Bank & Trust Employee Stock Ownership Plan and Trust end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • First State Bank & Trust Employee Stock Ownership Plan and Trust reported participants fell from 99 in the plan year 2023 filing to 98 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 480451049 · First State Bank & Trust PY 2024 · ESOP

First State Bank & Trust Employee Stock Ownership Plan and Trust · $5M · 98 · 42nd

  • PART $5M
  • TYPE 98
  • NET 42nd
  • BOOK ESOP
  • VS-ST near Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan
  • BOY ind #2437

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 →

First State Bank & Trust Employee Stock Ownership Plan and Trust in the asset neighbourhood

Welbro ESOP and Trust$5MFirst State Bank & Trust Employee Stock Ownership Plan and TrustFirst State Bank & Trust Emp…$5MWestbrook Sales and Distributing Corporation Employee Stock Ownership PlanWestbrook Sales and Distribu…$5MMckenzie Supply Company Employee Stock Ownership PlanMckenzie Supply Company Empl…$5MInterstate Drywall Corp. Employee Stock Ownership PlanInterstate Drywall Corp. Emp…$5M
End-of-year total assets ($M) among First State Bank & Trust Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

First State Bank & Trust multi-year asset trail

Sponsor-wide plan assets over time

All First State Bank & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$16M 31.75904049643517% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.9M $15.7M ▲ +31.8%
Year Plans Participants Total Assets
2022 2 198 $12M
2023 2 203 $13M
2024 2 203 $16M

First State Bank & Trust filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$629K
Employer EIN480451049
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kansas

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

First State Bank & Trust Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400 Total assets ($M) Participants First State Bank & Trust Employee Stock Ownership Plan and Trust, Total assets ($M): 5.084956 · Participants: 98First State Bank & Trust Employee Stock Ownership Plan and TrustHarcros 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
First State Bank & Trust Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kansas, assets vs. participants
Compare First State Bank & Trust Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Kansas, the nearest ESOP by assets is Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan in TX ($5M); by covered participants it is Mainstay Technologies, Inc. Employee Stock Ownership Plan in NH (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 State Bank & Trust Employee Stock Ownership Plan and Trust assets move in 2024? ▼
First State Bank & Trust Employee Stock Ownership Plan and Trust grew at a solid clip - up 14.1% during 2024, from $4M to $5M. Reported net income was $629K.
How have First State Bank & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First State Bank & Trust's sponsor-wide assets grew 31.8%, from $12M to $16M.
Which ESOP plans are similar in size to First State Bank & Trust Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan in TX ($5M, N/A participants).
Which ESOP plans cover a similar participant headcount to First State Bank & Trust Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Mainstay Technologies, Inc. Employee Stock Ownership Plan in NH (98 participants, $250K 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 480451049.

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.