401(k) · DOL Form 5500 · 2022

Essa Bank & Trust 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
236
Participants Below avg headcount
77th
Percentile by assets National rank
$85,768
Avg per participant Below avg balance/head
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Official DOL plan name: Essa Bank & Trust 401(k) Plan · Sponsored by Essa Bank & Trust · Pennsylvania · Finance & Insurance

$20M in assets, 236 participants

Essa Bank & Trust's Essa Bank & Trust 401(k) Plan reported $20M in total assets and 236 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,941 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Essa Bank & Trust 401(k) Plan covers 236 participants in Pennsylvania, about 29% of the average Pennsylvania filer (state average ~822 per filing). Assets: $20M.

#5,941
in Finance & Insurance (9,261 peers)
-14.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Essa Bank & Trust 401(k) Plan's outsized position by total assets

Essa Bank & Trust 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$20,241,267 Top 23% higher than 77% of 139,123 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 2022

Essa Bank & Trust 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Essa Bank & Trust 401(k) Plan sits mid-pack in the medium band (236 participants).

Form 5500 schedule snapshot

Filing strip 240568185 · Essa Bank & Trust PY 2022 · 401(k)

Essa Bank & Trust 401(k) Plan · $20M · 236 · 77th

  • ASSETS $20M
  • PCT 236
  • EIN 77th
  • RANK 401(k)
  • PHOTO near Robertson-Ryan & Associates, Inc. 401(k) Savings Plan
  • IND ind #5941

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Essa Bank & Trust 401(k) Plan in the asset neighbourhood

Essa Bank & Trust 401(k) Plan$20MRobertson-Ryan & Associates, Inc. 401(k) Savings PlanRobertson-Ryan & Associates,…$20MAtlantic Coast Automotive, Inc. 401(k) PlanAtlantic Coast Automotive, I…$20MTorian Holdings Retirement PlanTorian Holdings Retirement P…$20MSummit Midstream Partners 401(k) PlanSummit Midstream Partners 40…$20M
End-of-year total assets ($M) among Essa Bank & Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN240568185
Plan Effective Date1985-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Essa Bank & Trust)

Sponsor-wide plan assets over time

All Essa Bank & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$65M 6.271549662444094% vs 2022
2024 filing year
$60M$62M$64M$66M 202220232024 $61.3M $65.2M ▲ +6.3%
Year Plans Participants Total Assets
2022 3 588 $61M
2023 3 587 $63M
2024 3 582 $65M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Essa Bank & Trust 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Essa Bank & Trust 401(k) Plan, Total assets ($B): 0.020241267 · Participants: 236Essa Bank & Trust 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Essa Bank & Trust 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Essa Bank & Trust 401(k) Plan side-by-side with 3 peers →

Essa Bank & Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Robertson-Ryan & Associates, Inc. 401(k) Savings Plan in WI ($20M); by covered participants it is Kamps Propane, Inc./Kiva Energy, Inc./Services Group, Inc. 401(k) Profit Sharing Plan in CA (236 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (236 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Essa Bank & Trust 401(k) Plan assets move in 2022? ▼
Essa Bank & Trust 401(k) Plan pulled back noticeably - down 14.2% during 2022, from $24M to $20M. Reported net income was -$3M.
How have Essa Bank & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Essa Bank & Trust's sponsor-wide assets grew 6.3%, from $61M to $65M.
Where does Essa Bank & Trust 401(k) Plan rank by assets among Form 5500 filers? ▼
Essa Bank & Trust 401(k) Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Essa Bank & Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robertson-Ryan & Associates, Inc. 401(k) Savings Plan in WI ($20M, 251 participants).
Which 401(k) plans cover a similar participant headcount to Essa Bank & Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kamps Propane, Inc./Kiva Energy, Inc./Services Group, Inc. 401(k) Profit Sharing Plan in CA (236 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 240568185.

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.