ESOP · DOL Form 5500 · 2022

Ponce Bank ESOP

Data updated 2026-08-25

$29M
Total assets Below avg plan size
221
Participants Below avg headcount
82nd
Percentile by assets National rank
$130,916
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ponce Bank Employee Stock Ownership Plan with 401(k) Provisions · Sponsored by Ponce Bank · New York · Finance & Insurance

$29M in assets, 221 participants

Ponce Bank's Ponce Bank Employee Stock Ownership Plan with 401(k) Provisions reported $29M in total assets and 221 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,630 in Finance & Insurance (9,261 peers)

Coverage in New York

Ponce Bank Employee Stock Ownership Plan with 401(k) Provisions covers 221 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $29M.

#6,630
in Finance & Insurance (9,261 peers)
+39.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ponce Bank Employee Stock Ownership Plan with 401(k) Provisions's outsized position by total assets

Ponce Bank Employee Stock Ownership Plan with 401(k) Provisions vs every filed plan by assets

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

$28,932,480 Top 18% higher than 82% 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

Ponce Bank Employee Stock Ownership Plan with 401(k) Provisions 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. Ponce Bank Employee Stock Ownership Plan with 401(k) Provisions sits mid-pack in the medium band (221 participants).

Plan-year Form 5500 strip

Filing strip 822922475 · Ponce Bank PY 2022 · ESOP

Ponce Bank Employee Stock Ownership Plan with 401(k) Provisions · $29M · 221 · 82nd

  • EIN $29M
  • RANK 221
  • PHOTO 82nd
  • IND ESOP
  • EOY near Guarantee Electrical Company Employees Stock Ownership Plan
  • 5500 ind #6630

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 New York →

Ponce Bank Employee Stock Ownership Plan with 401(k) Provisions in the asset neighbourhood

Kkw Holdings, Inc. Employee Stock Ownership PlanKkw Holdings, Inc. Employee …$29MKi Industries, Inc. Employee Stock Ownership PlanKi Industries, Inc. Employee…$29MPonce Bank Employee Stock Ownership Plan with 401(k) ProvisionsPonce Bank Employee Stock Ow…$29MGuarantee Electrical Company Employees Stock Ownership PlanGuarantee Electrical Company…$29MData Systems Analysts, Inc. Employee Stock Ownership PlanData Systems Analysts, Inc. …$29M
End-of-year total assets ($M) among Ponce Bank Employee Stock Ownership Plan with 401(k) Provisions and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN822922475
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ponce Bank)

Sponsor-wide plan assets over time

All Ponce Bank plans reported in each filing year

Latest sponsor-wide plan assets
$39M 33.11867492866149% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.9M $38.5M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 221 $29M
2023 1 258 $31M
2024 1 260 $39M

Nearby ESOP Plans in New York

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

Ponce Bank Employee Stock Ownership Plan with 401(k) Provisions vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Ponce Bank Employee Stock Ownership Plan with 401(k) Provisions, Total assets ($M): 28.93248 · Participants: 221Ponce Bank Employee Stock Ownership Plan with 401(k) ProvisionsStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Ponce Bank Employee Stock Ownership Plan with 401(k) Provisions vs. nearby ESOP plans in New York, assets vs. participants
Compare Ponce Bank Employee Stock Ownership Plan with 401(k) Provisions side-by-side with 3 peers →

Ponce Bank Employee Stock Ownership Plan with 401(k) Provisions's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Guarantee Electrical Company Employees Stock Ownership Plan in MO ($29M); by covered participants it is Rhodes Development Group, Inc. Employee Stock Ownership Plan in PA (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 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 Ponce Bank Employee Stock Ownership Plan with 401(k) Provisions assets move in 2022? ▼
Ponce Bank Employee Stock Ownership Plan with 401(k) Provisions surged - up 39.2% during 2022, from $21M to $29M. Reported net income was -$2M.
How have Ponce Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ponce Bank's sponsor-wide assets grew 33.1%, from $29M to $39M.
Where does Ponce Bank Employee Stock Ownership Plan with 401(k) Provisions rank by assets among Form 5500 filers? ▼
Ponce Bank Employee Stock Ownership Plan with 401(k) Provisions ranks in the 82nd 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 ESOP plans are similar in size to Ponce Bank Employee Stock Ownership Plan with 401(k) Provisions? ▼
Among ESOP plans in other states, the closest by assets is Guarantee Electrical Company Employees Stock Ownership Plan in MO ($29M, 143 participants).
Which ESOP plans cover a similar participant headcount to Ponce Bank Employee Stock Ownership Plan with 401(k) Provisions? ▼
Among ESOP plans in other states, the closest by covered participants is Rhodes Development Group, Inc. Employee Stock Ownership Plan in PA (221 participants, $14M 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 822922475.

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.