ESOP · DOL Form 5500 · 2024

Union Financial Group, Ltd ESOP

Data updated 2026-08-25

$16K
Total assets Small plan by assets: N/A
Participants Small participant base: 2nd
Percentile by assets National rank

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Official DOL plan name: Union Financial Group, Ltd. Employee Stock Ownership Plan · Sponsored by Union Financial Group, Ltd · Missouri · Finance & Insurance

$16K in assets, N/A participants

Union Financial Group, Ltd's Union Financial Group, Ltd. Employee Stock Ownership Plan reported $16K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 2nd 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.

#101 in Finance & Insurance (8,549 peers)

Union Financial Group, Ltd multi-year trail

Union Financial Group, Ltd's plans moved +10.3% in assets from 2022 to 2024; this filing shows Union Financial Group, Ltd. Employee Stock Ownership Plan at $16K / N/A participants.

#101
in Finance & Insurance (8,549 peers): +5.2%
assets growth YoY

Union Financial Group, Ltd. Employee Stock Ownership Plan among the smaller filed plans by assets

Union Financial Group, Ltd. Employee Stock Ownership Plan vs every filed plan by assets

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

$16,103 2nd percentile higher than 2% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Union Financial Group, Ltd. Employee Stock Ownership Plan reported net income rose from $710 in the plan year 2023 filing to $800 in the plan year 2024 filing.
Union Financial Group, Ltd. Employee Stock Ownership Plan end-of-year assets rose from $15K in the plan year 2023 filing to $16K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 371009274 · Union Financial Group, Ltd PY 2024 · ESOP

Union Financial Group, Ltd. Employee Stock Ownership Plan · $16K · N/A · 2nd

PHOTO $16K
IND N/A
EOY 2nd
5500 ESOP
ASSETS near Diablo Country Magazine, Inc. ESOP
PCT ind #101

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 Missouri →

End-of-year total assets ($M) among Union Financial Group, Ltd. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Union Financial Group, Ltd multi-year asset trail

Latest sponsor-wide plan assets: $16K 10.347426848489% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$15K
2023	1	N/A	$15K
2024	1	N/A	$16K

Union Financial Group, Ltd filing trail (2024)

Total Assets (Beginning of Year)	$15K
Net Assets (End of Year)	$16K
Net Income	$800
Employer EIN	371009274
Plan Effective Date	1976-09-16
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Missouri

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

Union Financial Group, Ltd. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants

Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $5.5B · 9,902
Mccarthy Employee Stock Ownership Plan $1.8B · 2,983
Je Dunn Employee Stock Ownership Plan and Trust $621M · 2,825
Arco DB Companies, Inc. Employee Stock Ownership Plan $514M · 608
Emery Sapp Employee Stock Ownership Plan $400M · 2,184

Compare Union Financial Group, Ltd. Employee Stock Ownership Plan side-by-side with 3 peers →

Union Financial Group, Ltd. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside Missouri, the nearest ESOP by end-of-year assets is Diablo Country Magazine, Inc. ESOP in CA at $16K (this filing: $16K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16K here).

Diablo Country Magazine, Inc. ESOP (CA) $16K · 23
Jorgensen's Inc. Employee Stock Ownership Plan (MI) $15K · 20
Lr Services, Inc. ESOP and Profit Sharing Plan (TX) $18K · 17
Wo Administrative Services Corp Employee Stock Ownership Plan (CO) $14K · N/A

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 Financial Group, Ltd. Employee Stock Ownership Plan assets move in 2024? ▼

Union Financial Group, Ltd. Employee Stock Ownership Plan grew at a solid clip - up 5.2% during 2024, from $15K to $16K. Reported net income was $800.

How have Union Financial Group, Ltd plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Union Financial Group, Ltd's sponsor-wide assets grew 10.3%, from $15K to $16K.

Where does Union Financial Group, Ltd. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Union Financial Group, Ltd. Employee Stock Ownership Plan ranks in the 2nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which ESOP plans are similar in size to Union Financial Group, Ltd. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Diablo Country Magazine, Inc. ESOP in CA ($16K, 23 participants).

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 371009274.