ESOP · DOL Form 5500 · 2022

Fragasso Financial Advisors, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
41
Participants Small participant base
67th
Percentile by assets National rank
$268,032
Avg per participant High balance/head
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Official DOL plan name: Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan · Sponsored by Fragasso Financial Advisors, Inc. · Pennsylvania · Finance & Insurance

$11M in assets, 41 participants

Fragasso Financial Advisors, Inc.'s Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan reported $11M in total assets and 41 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,659 in Finance & Insurance (9,261 peers)

Fragasso Financial Advisors, Inc. multi-year trail

Fragasso Financial Advisors, Inc.'s plans moved +58.2% in assets from 2022 to 2024; this filing shows Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan at $11M / 41 participants.

#4,659
in Finance & Insurance (9,261 peers)
+150.4%
assets growth YoY

Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan's outsized position by total assets

Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,989,331 Top 33% higher than 67% 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

Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan is a small filing (41 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 251773014 · Fragasso Financial Advisors, Inc. PY 2022 · ESOP

Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan · $11M · 41 · 67th

  • IND $11M
  • IND 41
  • IND 67th
  • IND ESOP
  • IND near Lincoln County Bancorp, Inc. Employee Stock Ownership Plan
  • IND ind #4659

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 →

Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sunhillo Corporation Employee Stock Ownership PlanSunhillo Corporation Employe…$11MTrue Air Mechanical, Inc. Employee Stock Ownership PlanTrue Air Mechanical, Inc. Em…$11MOakdell Egg Farms Inc Employee Stock Ownership PlanOakdell Egg Farms Inc Employ…$11MFragasso Financial Advisors, Inc. Employee Stock Ownership PlanFragasso Financial Advisors,…$11MLincoln County Bancorp, Inc. Employee Stock Ownership PlanLincoln County Bancorp, Inc.…$11M
End-of-year total assets ($M) among Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Fragasso Financial Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fragasso Financial Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 58.16742620638144% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $11M $17.4M ▲ +58.1%
Year Plans Participants Total Assets
2022 1 41 $11M
2023 1 37 $14M
2024 1 42 $17M

Fragasso Financial Advisors, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$7M
Net Income$3M
Employer EIN251773014
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.010989331 · Participants: 41Fragasso Financial Advisors, 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
Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Lincoln County Bancorp, Inc. Employee Stock Ownership Plan in MO ($11M); by covered participants it is Appleton Marine, Inc. Employee Stock Ownership Plan and Trust in WI (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan surged - up 150.4% during 2022, from $4M to $11M. Reported net income was $3M.
How have Fragasso Financial Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fragasso Financial Advisors, Inc.'s sponsor-wide assets grew 58.2%, from $11M to $17M.
Which ESOP plans are similar in size to Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lincoln County Bancorp, Inc. Employee Stock Ownership Plan in MO ($11M, 195 participants).
Which ESOP plans cover a similar participant headcount to Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Appleton Marine, Inc. Employee Stock Ownership Plan and Trust in WI (41 participants, $18M 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 251773014.

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.