ESOP · DOL Form 5500 · 2022

Central Penn, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
109
Participants Small participant base
57th
Percentile by assets National rank
$62,177
Avg per participant Low balance/head
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Official DOL plan name: Central Penn, Inc. Employee Stock Ownership Plan · Sponsored by Central Penn, Inc. · Pennsylvania · Educational Services

$7M in assets, 109 participants

Central Penn, Inc.'s Central Penn, Inc. Employee Stock Ownership Plan reported $7M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,631 in Educational Services (4,024 peers)

Coverage in Pennsylvania

Central Penn, Inc. Employee Stock Ownership Plan covers 109 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $7M.

#1,631
in Educational Services (4,024 peers)
+14.0%
assets growth YoY

Central Penn, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Educational Services and all filers

Central Penn, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,777,257 Top 43% higher than 57% 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

Central Penn, Inc. Employee Stock Ownership 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. Central Penn, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (109 participants).

Plan-year Form 5500 strip

Filing strip 231857027 · Central Penn, Inc. PY 2022 · ESOP

Central Penn, Inc. Employee Stock Ownership Plan · $7M · 109 · 57th

  • ASSETS $7M
  • ASSETS 109
  • ASSETS 57th
  • ASSETS ESOP
  • ASSETS near Anderson Insurance Associates Employee Stock Ownership Plan
  • ASSETS ind #1631

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 Pennsylvania →

Central Penn, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Central Penn, Inc. Employee Stock Ownership PlanCentral Penn, Inc. Employee …$7MAnderson Insurance Associates Employee Stock Ownership PlanAnderson Insurance Associate…$7MHill Wood Products, Inc. Employee Stock Ownership PlanHill Wood Products, Inc. Emp…$7MPhillips Brothers Construction Employee Stock Ownership PlanPhillips Brothers Constructi…$7MHerrera Environmental Consultants, Inc. Employee Stock Ownership PlanHerrera Environmental Consul…$7M
End-of-year total assets ($M) among Central Penn, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN231857027
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Central Penn, Inc.)

Sponsor-wide plan assets over time

All Central Penn, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 60.27356937302645% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $10.8M $4.29M ▼ -60.3%
Year Plans Participants Total Assets
2022 2 245 $11M
2023 1 92 $5M
2024 1 88 $4M

Nearby ESOP Plans in Pennsylvania

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

Central Penn, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Central Penn, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.006777257 · Participants: 109Central Penn, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Central Penn, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Central Penn, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Anderson Insurance Associates Employee Stock Ownership Plan in SC ($7M); by covered participants it is Christian Brothers Automotive Corporation Employee Stock Ownership Plan in TX (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Central Penn, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Central Penn, Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.0% during 2022, from $6M to $7M. Reported net income was $1M.
How have Central Penn, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Central Penn, Inc.'s sponsor-wide assets declined 60.3%, from $11M to $4M.
Which ESOP plans are similar in size to Central Penn, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Anderson Insurance Associates Employee Stock Ownership Plan in SC ($7M, 56 participants).
Which ESOP plans cover a similar participant headcount to Central Penn, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Christian Brothers Automotive Corporation Employee Stock Ownership Plan in TX (109 participants, $76M 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 231857027.

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.