ESOP · DOL Form 5500 · 2024

Union Holding Corp. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
206
Participants Below avg headcount
55th
Percentile by assets National rank
$47,747
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Union Holding Corp. Employee Stock Ownership Plan · Sponsored by Union Holding Corp. · Wyoming · Management of Enterprises

$10M in assets, 206 participants

Union Holding Corp.'s Union Holding Corp. Employee Stock Ownership Plan reported $10M in total assets and 206 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

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

Coverage in Wyoming

Union Holding Corp. Employee Stock Ownership Plan covers 206 participants in Wyoming, 2.2x the typical Wyoming plan (state average ~94 per filing). Assets: $10M.

#445
in Management of Enterprises (1,133 peers)
-22.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Union Holding Corp. Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers

Union Holding Corp. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,835,907 Top 45% higher than 55% 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

Union Holding Corp. 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. Union Holding Corp. Employee Stock Ownership Plan sits mid-pack in the medium band (206 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Union Holding Corp. Employee Stock Ownership Plan reported net income fell from $76K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Union Holding Corp. Employee Stock Ownership Plan end-of-year assets fell from $13M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Union Holding Corp. Employee Stock Ownership Plan reported participants fell from 209 in the plan year 2023 filing to 206 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 830184092 · Union Holding Corp. PY 2024 · ESOP

Union Holding Corp. Employee Stock Ownership Plan · $10M · 206 · 55th

  • 5500 $10M
  • 5500 206
  • 5500 55th
  • 5500 ESOP
  • 5500 near Nobis Engineering, Inc. Employee Stock Ownership Plan
  • 5500 ind #445

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 Wyoming →

Union Holding Corp. Employee Stock Ownership Plan in the asset neighbourhood

Union Holding Corp. Employee Stock Ownership PlanUnion Holding Corp. Employee…$10MNobis Engineering, Inc. Employee Stock Ownership PlanNobis Engineering, Inc. Empl…$10MThe Natural Grocery Company Employee Stock Ownership PlanThe Natural Grocery Company …$10MConstruction Systems Employee Stock Ownership PlanConstruction Systems Employe…$10MInnotec Employee Stock Ownership PlanInnotec Employee Stock Owner…$10M
End-of-year total assets ($M) among Union Holding Corp. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Wyoming filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$7M
Net Income-$3M
Employer EIN830184092
Plan Effective Date2014-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Holding Corp.)

Sponsor-wide plan assets over time

All Union Holding Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 0.5977495762826748% vs 2022
2024 filing year
$34.5M$35M$35.5M$36M 202220232024 $35.1M $34.9M ▼ -0.6%
Year Plans Participants Total Assets
2022 2 459 $35M
2023 2 468 $36M
2024 2 444 $35M

Nearby ESOP Plans in Wyoming

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

Union Holding Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in Wyoming, assets vs. participants Scatter plot of 6 data points. 0100200300 010203040 Total assets ($M) Participants Union Holding Corp. Employee Stock Ownership Plan, Total assets ($M): 9.835907 · Participants: 206Union Holding Corp. Employee Stock Ownership PlanBloedorn Lumber Co. & Subsidiaries ESOP, Total assets ($M): 33.204517 · Participants: 267Bloedorn Lumber Co. & Subsidiaries ESOPHorizon Communications, Inc. Employee Stock Ownership Plan, Total assets ($M): 11.866724 · Participants: 103Horizon Communications, Inc. Employee Stock Ownership PlanMcgarvin-Moberly Employee Stock Ownership Plan, Total assets ($M): 10.125543 · Participants: 34Mcgarvin-Moberly Employee Stock Ownership PlanModern Electric Co. Employee Stock Ownership Plan, Total assets ($M): 6.463938 · Participants: 47Modern Electric Co. Employee Stock Ownership PlanSundance State Bank Profit Sharing and Employee Stock Ownership Plan, Total assets ($M): 6.33481 · Participants: 33Sundance State Bank Profit Sharing and Employee Stock Ownership Plan
Union Holding Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in Wyoming, assets vs. participants
Compare Union Holding Corp. Employee Stock Ownership Plan side-by-side with 3 peers →

Union Holding Corp. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wyoming, the nearest ESOP by assets is Nobis Engineering, Inc. Employee Stock Ownership Plan in NH ($10M); by covered participants it is Nexus Engineering Group, Inc. Employee Stock Ownership Plan in OH (206 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (206 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 Union Holding Corp. Employee Stock Ownership Plan assets move in 2024? ▼
Union Holding Corp. Employee Stock Ownership Plan declined sharply - down 22.7% during 2024, from $13M to $10M. Reported net income was -$3M.
How have Union Holding Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Holding Corp.'s sponsor-wide assets declined 0.6%, from $35M to $35M.
Which ESOP plans are similar in size to Union Holding Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nobis Engineering, Inc. Employee Stock Ownership Plan in NH ($10M, 65 participants).
Which ESOP plans cover a similar participant headcount to Union Holding Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Nexus Engineering Group, Inc. Employee Stock Ownership Plan in OH (206 participants, $8M 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 830184092.

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.