ESOP · DOL Form 5500 · 2024

Ubt Bancshares, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
82
Participants Small participant base
63rd
Percentile by assets National rank
$169,943
Avg per participant Above avg balance/head
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Official DOL plan name: Ubt Bancshares, Inc. Employee Stock Ownership Plan · Sponsored by Ubt Bancshares, Inc. · Kansas · Management of Enterprises

$14M in assets, 82 participants

Ubt Bancshares, Inc.'s Ubt Bancshares, Inc. Employee Stock Ownership Plan reported $14M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #514 in Management of Enterprises (1,133 peers)

Ubt Bancshares, Inc. multi-year trail

Ubt Bancshares, Inc.'s plans moved +14.5% in assets from 2022 to 2024; this filing shows Ubt Bancshares, Inc. Employee Stock Ownership Plan at $14M / 82 participants.

#514
in Management of Enterprises (1,133 peers)
+4.0%
assets growth YoY

Ubt Bancshares, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers

Ubt Bancshares, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$13,935,334 Top 37% higher than 63% 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

Ubt Bancshares, Inc. 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. Ubt Bancshares, Inc. Employee Stock Ownership Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ubt Bancshares, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to $530K in the plan year 2024 filing.
  • Ubt Bancshares, Inc. Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Ubt Bancshares, Inc. Employee Stock Ownership Plan reported participants fell from 83 in the plan year 2023 filing to 82 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 731684072 · Ubt Bancshares, Inc. PY 2024 · ESOP

Ubt Bancshares, Inc. Employee Stock Ownership Plan · $14M · 82 · 63rd

  • EIN $14M
  • RANK 82
  • PHOTO 63rd
  • IND ESOP
  • EOY near Nusource Holdings, Inc Employee Stock Ownership Plan
  • 5500 ind #514

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 →

Ubt Bancshares, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Albion General Contractors, Inc. Employee Stock OwnershipAlbion General Contractors, …$14MA-1 Global Holdings ESOP Plan and TrustA-1 Global Holdings ESOP Pla…$14MUbt Bancshares, Inc. Employee Stock Ownership PlanUbt Bancshares, Inc. Employe…$14MNusource Holdings, Inc Employee Stock Ownership PlanNusource Holdings, Inc Emplo…$14MIvs Group, Inc. & Affiliates Employee Stock Ownership PlanIvs Group, Inc. & Affiliates…$14M
End-of-year total assets ($M) among Ubt Bancshares, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ubt Bancshares, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ubt Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 14.485590537989074% vs 2022
2024 filing year
$21M$22M$23M$24M$25M$26M 202220232024 $22.1M $25.4M ▲ +14.5%
Year Plans Participants Total Assets
2022 2 169 $22M
2023 2 182 $24M
2024 2 186 $25M

Ubt Bancshares, Inc. filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$530K
Employer EIN731684072
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kansas

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

Ubt Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400 Total assets ($M) Participants Ubt Bancshares, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.935334 · Participants: 82Ubt Bancshares, Inc. Employee Stock Ownership PlanHarcros 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
Ubt Bancshares, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Ubt Bancshares, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Ubt Bancshares, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kansas, the nearest ESOP by assets is Nusource Holdings, Inc Employee Stock Ownership Plan in MN ($14M); by covered participants it is Amended and Restated Affinity Bank Employee Stock Ownership Plan in GA (82 participants). Same-state nearby plans are listed separately above.

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 Ubt Bancshares, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Ubt Bancshares, Inc. Employee Stock Ownership Plan edged up modestly - up 4.0% during 2024, from $13M to $14M. Reported net income was $530K.
How have Ubt Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ubt Bancshares, Inc.'s sponsor-wide assets grew 14.5%, from $22M to $25M.
Which ESOP plans are similar in size to Ubt Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nusource Holdings, Inc Employee Stock Ownership Plan in MN ($14M, 102 participants).
Which ESOP plans cover a similar participant headcount to Ubt Bancshares, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Amended and Restated Affinity Bank Employee Stock Ownership Plan in GA (82 participants, $10M 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 731684072.

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.