ESOP · DOL Form 5500 · 2022

William Penn Bank ESOP

Data updated 2026-08-11

$13M
Total assets
76
Participants
70th
Percentile by assets
$170,136
Avg per participant
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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.

  • 70th percentile by assets (of 139,126 plans)
  • #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.

$13M
total plan assets (2022 EOY)
76
covered participants
70th
percentile by assets (of 139,126 plans)
$170,136
avg assets per participant

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.

Where William Penn Bank Employee Stock Ownership Plan sits 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 $2,010,000,000 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

State
Pennsylvania
Industry
Finance & Insurance

ESOP filing for William Penn Bank Employee Stock Ownership Plan

ESOP filing for plan year 2022: EIN 230953930 ; effective since 2008-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

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)

$21M$22M$23M$24M 202220232024 $21.7M $23.7M ▲ +9.2%
Total plan assets by year, all William Penn Bank plans on file
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 ($B) Participants William Penn Bank Em…, Total assets ($B): 0.012930359 · Participants: 76William Penn Bank Em…Wawa, Inc. Employee …, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee …Bradford White Corpo…, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corpo…Sheetz, Inc. Employe…, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employe…Centimark Corporatio…, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporatio…Newage Industries, I…, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, I…
William Penn Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare William Penn Bank Employee Stock Ownersh… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to William Penn Bank Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for William Penn Bank Employee Stock Ownersh…

Filing takeaways

Ways to act on William Penn Bank Employee Stock Ownership Plan's numbers.

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.