ESOP · DOL Form 5500 · 2024

Capitol Federal Financial, Inc ESOP

Data updated 2026-08-11

$43M
Total assets
529
Participants
82nd
Percentile by assets
$80,448
Avg per participant
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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.

  • 82nd percentile by assets (of 123,622 plans)
  • #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.

$43M
total plan assets (2024 EOY)
529
covered participants
82nd
percentile by assets (of 123,622 plans)
$80,448
avg assets per participant

Where Capitol Federal Financial, Inc. Employee Stock Ownership Plan sits 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 $2,010,000,000 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

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 →

State
Kansas
Industry
Finance & Insurance

Capitol Federal Financial, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Capitol Federal Financial, Inc. Employee Stock Ownership Plan outranks 82% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

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)

$60M$65M$70M$75M$80M 202220232024 $62.2M $77.9M ▲ +25.2%
Total plan assets by year, all Capitol Federal Financial, Inc plans on file
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 ($M) Participants Capitol Federal Fina…, Total assets ($M): 42.556938 · Participants: 529Capitol Federal Fina…Harcros Chemicals, I…, Total assets ($M): 302.929989 · Participants: 554Harcros Chemicals, I…Cerris, Inc. Employe…, Total assets ($M): 261.880582 · Participants: 609Cerris, Inc. Employe…Integra Technologies…, Total assets ($M): 143.017096 · Participants: 585Integra Technologies…Henderson Companies …, Total assets ($M): 111.840084 · Participants: 1016Henderson Companies …Berkel & Company Con…, Total assets ($M): 105.766157 · Participants: 418Berkel & Company Con…
Capitol Federal Financial, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Capitol Federal Financial, Inc. Employee… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Capitol Federal Financial, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Capitol Federal Financial, Inc. Employee…

Scale reading

Ways to act on Capitol Federal Financial, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Capitol Federal Financial, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Kansas. Compare plans
  • Capitol Federal Financial, Inc's sponsor-wide assets have grown 25.2% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.