ESOP · DOL Form 5500 · 2022
Pennian Bank ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 122
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $15,247
- Avg per participant Low balance/head
Official DOL plan name: Pennian Bank Employee Stock Ownership Plan · Sponsored by Pennian Bank · Pennsylvania · Finance & Insurance
$2M in assets, 122 participants
Pennian Bank's Pennian Bank Employee Stock Ownership Plan reported $2M in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.
- #2,039 in Finance & Insurance (9,261 peers)
Coverage in Pennsylvania
Pennian Bank Employee Stock Ownership Plan covers 122 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.
- #2,039
- in Finance & Insurance (9,261 peers)
- +13.3%
- assets growth YoY
Pennian Bank Employee Stock Ownership Plan among the smaller filed plans by assets
Pennian Bank Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,860,109 33rd percentile higher than 33% 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
Pennian Bank Employee Stock Ownership 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. Pennian Bank Employee Stock Ownership Plan sits mid-pack in the medium band (122 participants).
DOL schedule card
Filing strip 230873877 · Pennian Bank PY 2022 · ESOP
Pennian Bank Employee Stock Ownership Plan · $2M · 122 · 33rd
- RANK $2M
- RANK 122
- RANK 33rd
- RANK ESOP
- RANK near Flexible Materials, Inc. ESOP
- RANK ind #2039
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 →
Pennian Bank Employee Stock Ownership Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $218K |
| Employer EIN | 230873877 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pennian Bank)
Sponsor-wide plan assets over time
All Pennian Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 29.906392077655475% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 238 | $10M |
| 2023 | 2 | 251 | $12M |
| 2024 | 2 | 245 | $13M |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Wawa, Inc. Employee Stock Ownership Plan $4.5B · 22,323
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.2B · 337
- Sheetz, Inc. Employee Stock Ownership Plan $534M · 12,847
- Centimark Corporation Employee Stock Ownership Plan and Trust $481M · 2,268
- Newage Industries, Inc. Employee Stock Ownership Plan $310M · 304
Pennian Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Pennsylvania, the nearest ESOP by assets is Flexible Materials, Inc. ESOP in IN ($2M); by covered participants it is Barr & Barr, Inc. Employee Stock Ownership Plan in NY (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (122 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.