ESOP · DOL Form 5500 · 2022

William Penn Bank ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
76
Participants Small participant base
70th
Percentile by assets National rank
$170,136
Avg per participant Above avg balance/head
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Official DOL plan name: William Penn Bank Employee Stock Ownership Plan · Sponsored by William Penn Bank · Pennsylvania · Finance & Insurance

$13M in assets, 76 participants

William Penn Bank's William Penn Bank Employee Stock Ownership Plan reported $13M in total assets and 76 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,994 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

William Penn Bank Employee Stock Ownership Plan holds $13M for 76 participants - about $170,136 per participant, above the median plan by assets.

#4,994
in Finance & Insurance (9,261 peers)
-3.0%
assets change YoY

The plan reported a net loss of $120K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

William Penn Bank Employee Stock Ownership Plan's outsized position by total assets

William Penn Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$12,930,359 Top 30% higher than 70% 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

William Penn Bank 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. William Penn Bank Employee Stock Ownership Plan is a small filing (76 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 230953930 · William Penn Bank PY 2022 · ESOP

William Penn Bank Employee Stock Ownership Plan · $13M · 76 · 70th

  • VS-ST $13M
  • BOY 76
  • SCH 70th
  • EBSA ESOP
  • PART near Peter Basso Associates, Inc Employee Stock Ownership Plan
  • TYPE ind #4994

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 →

William Penn Bank Employee Stock Ownership Plan in the asset neighbourhood

Bcp Securities, Inc. Employee Stock Ownership PlanBcp Securities, Inc. Employe…$13MScilucent, Inc. Employee Stock Ownership PlanScilucent, Inc. Employee Sto…$13MWilliam Penn Bank Employee Stock Ownership PlanWilliam Penn Bank Employee S…$13MPeter Basso Associates, Inc Employee Stock Ownership PlanPeter Basso Associates, Inc …$13MBiologics Consulting Group, Inc. Employee Stock Ownership PlanBiologics Consulting Group, …$13M
End-of-year total assets ($M) among William Penn Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$3M
Net Income-$120K
Employer EIN230953930
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William Penn Bank)

Sponsor-wide plan assets over time

All William Penn Bank plans reported in each filing year

Latest sponsor-wide plan assets
$24M 9.25266920289255% vs 2022
2024 filing year
$21M$22M$23M$24M 202220232024 $21.7M $23.7M ▲ +9.2%
Year Plans Participants Total Assets
2022 2 192 $22M
2023 2 187 $22M
2024 2 173 $24M

Nearby ESOP Plans in Pennsylvania

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

William Penn Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants William Penn Bank Employee Stock Ownership Plan, Total assets ($B): 0.012930359 · Participants: 76William Penn Bank 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
William Penn Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare William Penn Bank Employee Stock Ownership Plan side-by-side with 3 peers →

William Penn Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Peter Basso Associates, Inc Employee Stock Ownership Plan in MI ($13M); by covered participants it is First Robinson Financial Corporation Employee Stock Ownership Plan in IL (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 William Penn Bank Employee Stock Ownership Plan assets move in 2022? ▼
William Penn Bank Employee Stock Ownership Plan edged down modestly - down 3.0% during 2022, from $13M to $13M. Reported net income was -$120K.
How have William Penn Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Penn Bank's sponsor-wide assets grew 9.3%, from $22M to $24M.
Which ESOP plans are similar in size to William Penn Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Peter Basso Associates, Inc Employee Stock Ownership Plan in MI ($13M, 100 participants).
Which ESOP plans cover a similar participant headcount to William Penn Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Robinson Financial Corporation Employee Stock Ownership Plan in IL (76 participants, $3M 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 230953930.

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.