Defined Benefit (Pension) · DOL Form 5500 · 2022

Essa Bank and Trust Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
136
Participants Small participant base
75th
Percentile by assets National rank
$129,387
Avg per participant Near avg balance/head
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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.

  • #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.

#5,652
in Finance & Insurance (9,261 peers)
-21.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Essa Bank and Trust Pension Plan's outsized position 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

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 and Trust Pension 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 and Trust Pension Plan sits mid-pack in the medium band (136 participants).

EBSA filing schedule strip

Filing strip 240568185 · Essa Bank and Trust PY 2022 · Defined Benefit (Pension)

Essa Bank and Trust Pension Plan · $18M · 136 · 75th

  • PCT $18M
  • PCT 136
  • PCT 75th
  • PCT Defined Benefit (Pension)
  • PCT near Operating Engineers #800 & Wyoming Contractors' Association, Inc. Pension Trust Fund
  • PCT ind #5652

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 and Trust Pension Plan in the asset neighbourhood

Gerresheimer Glass Hourly Retirement PlanGerresheimer Glass Hourly Re…$18MPension Plan for Non-Union Employees of Peerless Importers Inc.Pension Plan for Non-Union E…$18MEssa Bank and Trust Pension PlanEssa Bank and Trust Pension …$18MOperating Engineers #800 & Wyoming Contractors' Association, Inc. Pension Trust FundOperating Engineers #800 & W…$18MMonterfiore Medical Center Hrsp Retirement PlanMonterfiore Medical Center H…$18M
End-of-year total assets ($M) among Essa Bank and Trust Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$18M
Net Income-$5M
Employer EIN240568185
Plan Effective Date1969-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Essa Bank and Trust)

Sponsor-wide plan assets over time

All Essa Bank and 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 Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Essa Bank and Trust Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Essa Bank and Trust Pension Plan, Total assets ($B): 0.017596691 · Participants: 136Essa Bank and Trust Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Essa Bank and Trust Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Essa Bank and Trust Pension Plan side-by-side with 3 peers →

Essa Bank and Trust Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Operating Engineers #800 & Wyoming Contractors' Association, Inc. Pension Trust Fund in WY ($18M); by covered participants it is Anesthesia Associates of Boise, P.a. Cash Balance Plan in ID (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 and Trust Pension Plan assets move in 2022? ▼
Essa Bank and Trust Pension Plan declined sharply - down 21.1% during 2022, from $22M to $18M. Reported net income was -$5M.
How have Essa Bank and Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Essa Bank and Trust's sponsor-wide assets grew 6.3%, from $61M to $65M.
Where does Essa Bank and Trust Pension Plan rank by assets among Form 5500 filers? ▼
Essa Bank and Trust Pension Plan ranks in the 75th 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 Defined Benefit (Pension) plans are similar in size to Essa Bank and Trust Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Operating Engineers #800 & Wyoming Contractors' Association, Inc. Pension Trust Fund in WY ($18M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Essa Bank and Trust Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Anesthesia Associates of Boise, P.a. Cash Balance Plan in ID (136 participants, $10M 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.