ESOP · DOL Form 5500 · 2024

Community Financial Services, Inc. ESOP

Data updated 2026-08-25

$28M
Total assets Below avg plan size
238
Participants Below avg headcount
76th
Percentile by assets National rank
$118,461
Avg per participant Near avg balance/head
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Official DOL plan name: Community Financial Services, Inc. Employee Stock Ownership Plan · Sponsored by Community Financial Services, Inc. · Kentucky · Finance & Insurance

$28M in assets, 238 participants

Community Financial Services, Inc.'s Community Financial Services, Inc. Employee Stock Ownership Plan reported $28M in total assets and 238 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,424 in Finance & Insurance (8,549 peers)

Coverage in Kentucky

Community Financial Services, Inc. Employee Stock Ownership Plan covers 238 participants in Kentucky, about 37% of the average Kentucky filer (state average ~647 per filing). Assets: $28M.

#5,424
in Finance & Insurance (8,549 peers)
+1.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Community Financial Services, Inc. Employee Stock Ownership Plan's outsized position by total assets

Community Financial Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$28,193,707 Top 24% higher than 76% 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

Community Financial Services, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Financial Services, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Community Financial Services, Inc. Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2023 filing to $597K in the plan year 2024 filing.
  • Community Financial Services, Inc. Employee Stock Ownership Plan reported participants fell from 244 in the plan year 2023 filing to 238 in the plan year 2024 filing.
  • Community Financial Services, Inc. Employee Stock Ownership Plan end-of-year assets rose from $28M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 611016269 · Community Financial Services, Inc. PY 2024 · ESOP

Community Financial Services, Inc. Employee Stock Ownership Plan · $28M · 238 · 76th

  • PHOTO $28M
  • IND 238
  • EOY 76th
  • 5500 ESOP
  • ASSETS near Hub Truck Rental Corp. Employee Stock Ownership Plan
  • PCT ind #5424

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 Kentucky →

Community Financial Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Western Idaho Cabinets, Inc. Employee Stock Ownership Plan and TrustWestern Idaho Cabinets, Inc.…$28MCivil Engineering Services Company ESOP PlanCivil Engineering Services C…$28MHub Truck Rental Corp. Employee Stock Ownership PlanHub Truck Rental Corp. Emplo…$28MCommunity Financial Services, Inc. Employee Stock Ownership PlanCommunity Financial Services…$28MExcel Machinery Employee Stock Ownership PlanExcel Machinery Employee Sto…$28M
End-of-year total assets ($M) among Community Financial Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$24M
Net Income$597K
Employer EIN611016269
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Financial Services, Inc.)

Sponsor-wide plan assets over time

All Community Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 4.790882166470959% vs 2022
2024 filing year
$29M$30M$31M$32M$33M 202220232024 $32.5M $30.9M ▼ -4.8%
Year Plans Participants Total Assets
2022 2 523 $32M
2023 2 499 $29M
2024 2 489 $31M

Nearby ESOP Plans in Kentucky

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

Community Financial Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Community Financial Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.028193707 · Participants: 238Community Financial Services, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power Employee Stock Ownership Plan
Community Financial Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Community Financial Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Community Financial Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Hub Truck Rental Corp. Employee Stock Ownership Plan in NY ($28M); by covered participants it is Wescom, Inc. Employee Stock Ownership Plan in MN (238 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (238 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 Community Financial Services, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Community Financial Services, Inc. Employee Stock Ownership Plan edged up modestly - up 1.3% during 2024, from $28M to $28M. Reported net income was $597K.
How have Community Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Financial Services, Inc.'s sponsor-wide assets declined 4.8%, from $32M to $31M.
Where does Community Financial Services, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Community Financial Services, Inc. Employee Stock Ownership Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Community Financial Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hub Truck Rental Corp. Employee Stock Ownership Plan in NY ($28M, 111 participants).
Which ESOP plans cover a similar participant headcount to Community Financial Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wescom, Inc. Employee Stock Ownership Plan in MN (238 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 611016269.

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.