ESOP · DOL Form 5500 · 2024

Community State Bank and Union Bancorporation ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
74
Participants Small participant base
69th
Percentile by assets National rank
$250,798
Avg per participant Above avg balance/head
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Official DOL plan name: Community State Bank Employee Stock Ownership Plan and Trust · Sponsored by Community State Bank and Union Bancorporation · Wisconsin · Finance & Insurance

$19M in assets, 74 participants

Community State Bank and Union Bancorporation's Community State Bank Employee Stock Ownership Plan and Trust reported $19M in total assets and 74 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,553 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Community State Bank Employee Stock Ownership Plan and Trust holds $19M for 74 participants - about $250,798 per participant, above the median plan by assets.

#4,553
in Finance & Insurance (8,549 peers)
+3.8%
assets growth YoY

Community State Bank Employee Stock Ownership Plan and Trust's outsized position by total assets

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

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

$18,559,076 Top 31% higher than 69% 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 State Bank 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. Community State Bank Employee Stock Ownership Plan and Trust is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Community State Bank Employee Stock Ownership Plan and Trust reported net income rose from -$603K in the plan year 2023 filing to $918K in the plan year 2024 filing.
  • Community State Bank Employee Stock Ownership Plan and Trust end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Community State Bank Employee Stock Ownership Plan and Trust reported participants rose from 73 in the plan year 2023 filing to 74 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 390634530 · Community State Bank and Union Bancorporation PY 2024 · ESOP

Community State Bank Employee Stock Ownership Plan and Trust · $19M · 74 · 69th

  • SCH $19M
  • EBSA 74
  • PART 69th
  • TYPE ESOP
  • NET near Matt Construction Corporation Employee Stock Ownership Plan
  • BOOK ind #4553

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 Wisconsin →

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

Chris R. Sheridan & Co. Employee Stock Ownership PlanChris R. Sheridan & Co. Empl…$19MCommunity State Bank Employee Stock Ownership Plan and TrustCommunity State Bank Employe…$19MMatt Construction Corporation Employee Stock Ownership PlanMatt Construction Corporatio…$19MLandmark Worldwide Employee Stock Ownership PlanLandmark Worldwide Employee …$19MMega Western Sales Employee Stock Ownership PlanMega Western Sales Employee …$19M
End-of-year total assets ($M) among Community State Bank Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$13M
Net Income$918K
Employer EIN390634530
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community State Bank and Union Bancorporation)

Sponsor-wide plan assets over time

All Community State Bank and Union Bancorporation plans reported in each filing year

Latest sponsor-wide plan assets
$19M 3.614260855439018% vs 2022
2024 filing year
$17.5M$18M$18.5M$19M$19.5M 202220232024 $19.3M $18.6M ▼ -3.6%
Year Plans Participants Total Assets
2022 1 75 $19M
2023 1 73 $18M
2024 1 74 $19M

Nearby ESOP Plans in Wisconsin

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

Community State Bank Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Community State Bank Employee Stock Ownership Plan and Trust, Total assets ($B): 0.018559076 · Participants: 74Community State Bank Employee Stock Ownership Plan and TrustSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Community State Bank Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Community State Bank Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Matt Construction Corporation Employee Stock Ownership Plan in CA ($19M); by covered participants it is The Bank of South Carolina Employee Stock Ownership Plan and Trust in SC (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 State Bank Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Community State Bank Employee Stock Ownership Plan and Trust edged up modestly - up 3.8% during 2024, from $18M to $19M. Reported net income was $918K.
How have Community State Bank and Union Bancorporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community State Bank and Union Bancorporation's sponsor-wide assets declined 3.6%, from $19M to $19M.
Which ESOP plans are similar in size to Community State Bank Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Matt Construction Corporation Employee Stock Ownership Plan in CA ($19M, 142 participants).
Which ESOP plans cover a similar participant headcount to Community State Bank Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is The Bank of South Carolina Employee Stock Ownership Plan and Trust in SC (74 participants, $14M 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 390634530.

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.