Defined Benefit (Pension) · DOL Form 5500 · 2022
Essa Bank and Trust Pension Plan
Data updated 2026-08-11
- $18M
- Total assets
- 136
- Participants
- 75th
- Percentile by assets
- $129,387
- Avg per participant
Official DOL plan name: Essa Bank and Trust Pension Plan · Sponsored by Essa Bank and Trust · Pennsylvania · Finance & Insurance
$18M in assets, 136 participants
Essa Bank and Trust's Essa Bank and Trust Pension Plan reported $18M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- 75th percentile by assets (of 139,126 plans)
- #5,652 in Finance & Insurance (9,261 peers)
Coverage in Pennsylvania
Essa Bank and Trust Pension Plan covers 136 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $18M.
- $18M
- total plan assets (2022 EOY)
- 136
- covered participants
- 75th
- percentile by assets (of 139,126 plans)
- $129,387
- avg assets per participant
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Essa Bank and Trust Pension Plan sits by total assets
Essa Bank and Trust Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,596,691 Top 25% higher than 75% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Essa Bank and Trust Pension Plan reports 136 participants - about 17% of that state average ($18M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$5M |
| Employer EIN | 240568185 |
| Plan Effective Date | 1969-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Essa Bank and Trust)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 588 | $61M |
| 2023 | 3 | 587 | $63M |
| 2024 | 3 | 582 | $65M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $10.4B · 27,097
- Steelworkers Pension Trust $5.9B · 52,395
- The PNC Financial Services Group, Inc. Pension Plan $5.4B · 63,731
- Constellation Retirement Program $5.4B · 5,314
- The Bank of New York Mellon Corporation Pension Plan $5.0B · 8,098
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Essa Bank and Trust Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Essa Bank and Trust Pension Plan assets move in 2022? ▼
How have Essa Bank and Trust plan assets changed over time? ▼
Where does Essa Bank and Trust Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Essa Bank and Trust Pension Plan? ▼
Next read for Essa Bank and Trust Pension Plan
Filing takeaways
Ways to act on Essa Bank and Trust Pension Plan's numbers.
- By total assets, Essa Bank and Trust Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
- Essa Bank and Trust's sponsor-wide assets have grown 6.3% since 2022 across 3 plan years on file. More Finance & Insurance plans