ESOP · DOL Form 5500 · 2024

Capitol Federal Financial, Inc ESOP

Data updated 2026-08-25

$43M
Total assets Below avg plan size
529
Participants Below avg headcount
82nd
Percentile by assets National rank
$80,448
Avg per participant Below avg balance/head
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Official DOL plan name: Capitol Federal Financial, Inc. Employee Stock Ownership Plan · Sponsored by Capitol Federal Financial, Inc · Kansas · Finance & Insurance

$43M in assets, 529 participants

Capitol Federal Financial, Inc's Capitol Federal Financial, Inc. Employee Stock Ownership Plan reported $43M in total assets and 529 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,187 in Finance & Insurance (8,549 peers)

Where Capitol Federal Financial, Inc. Employee Stock Ownership Plan sits by assets

Capitol Federal Financial, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $43M for 529 participants (~$80,448/participant), up 5.8% in 2024.

#6,187
in Finance & Insurance (8,549 peers)
+5.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Capitol Federal Financial, Inc. Employee Stock Ownership Plan's outsized position by total assets

Capitol Federal Financial, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$42,556,938 Top 18% higher than 82% 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

Capitol Federal Financial, 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. Capitol Federal Financial, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (529 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capitol Federal Financial, Inc. Employee Stock Ownership Plan reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Capitol Federal Financial, Inc. Employee Stock Ownership Plan end-of-year assets rose from $40M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Capitol Federal Financial, Inc. Employee Stock Ownership Plan reported participants rose from 510 in the plan year 2023 filing to 529 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 272631712 · Capitol Federal Financial, Inc PY 2024 · ESOP

Capitol Federal Financial, Inc. Employee Stock Ownership Plan · $43M · 529 · 82nd

  • BOOK $43M
  • VS-ST 529
  • BOY 82nd
  • SCH ESOP
  • EBSA near Rw Thrive Employee Stock Ownership Plan
  • PART ind #6187

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 →

Capitol Federal Financial, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Agvise Laboratories, Inc. Employee Stock Ownership PlanAgvise Laboratories, Inc. Em…$43MCi3 Employee Stock Ownership PlanCi3 Employee Stock Ownership…$43MCapitol Federal Financial, Inc. Employee Stock Ownership PlanCapitol Federal Financial, I…$43MRw Thrive Employee Stock Ownership PlanRw Thrive Employee Stock Own…$43MAlaska Rubber & Supply, Inc. Employee Stock Ownership Plan and TrustAlaska Rubber & Supply, Inc.…$42M
End-of-year total assets ($M) among Capitol Federal Financial, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$11M
Net Income$4M
Employer EIN272631712
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capitol Federal Financial, Inc)

Sponsor-wide plan assets over time

All Capitol Federal Financial, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$78M 25.201006614408648% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $62.2M $77.9M ▲ +25.2%
Year Plans Participants Total Assets
2022 2 1,181 $62M
2023 2 1,125 $71M
2024 2 1,106 $78M

Nearby ESOP Plans in Kansas

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

Capitol Federal Financial, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. 20040060080010001200 0100200300400 Total assets ($M) Participants Capitol Federal Financial, Inc. Employee Stock Ownership Plan, Total assets ($M): 42.556938 · Participants: 529Capitol Federal Financial, 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
Capitol Federal Financial, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Capitol Federal Financial, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Kansas, the nearest ESOP by assets is Rw Thrive Employee Stock Ownership Plan in WI ($43M); by covered participants it is Stearns Financial Services, Inc. Employee Stock Ownership Plan and Trust in MN (529 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 Capitol Federal Financial, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Capitol Federal Financial, Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.8% during 2024, from $40M to $43M. Reported net income was $4M.
How have Capitol Federal Financial, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capitol Federal Financial, Inc's sponsor-wide assets grew 25.2%, from $62M to $78M.
Where does Capitol Federal Financial, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Capitol Federal Financial, Inc. Employee Stock Ownership Plan ranks in the 82nd 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 Capitol Federal Financial, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rw Thrive Employee Stock Ownership Plan in WI ($43M, 74 participants).
Which ESOP plans cover a similar participant headcount to Capitol Federal Financial, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Stearns Financial Services, Inc. Employee Stock Ownership Plan and Trust in MN (529 participants, $143M 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 272631712.

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.