ESOP · DOL Form 5500 · 2022

Northumberland Bancorp ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
136
Participants Small participant base
31st
Percentile by assets National rank
$12,511
Avg per participant Low balance/head
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Official DOL plan name: Northumberland Bancorp Employee Stock Ownership Plan · Sponsored by Northumberland Bancorp · Pennsylvania · Finance & Insurance

$2M in assets, 136 participants

Northumberland Bancorp's Northumberland Bancorp Employee Stock Ownership Plan reported $2M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,954 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Northumberland Bancorp Employee Stock Ownership Plan covers 136 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.

#1,954
in Finance & Insurance (9,261 peers)
+84.2%
assets growth YoY

Northumberland Bancorp Employee Stock Ownership Plan among the smaller filed plans by assets

Northumberland Bancorp Employee Stock Ownership Plan vs every filed plan by assets

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

$1,701,548 31st percentile higher than 31% 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

Northumberland Bancorp 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. Northumberland Bancorp Employee Stock Ownership Plan sits mid-pack in the medium band (136 participants).

Form 5500 schedule snapshot

Filing strip 232888807 · Northumberland Bancorp PY 2022 · ESOP

Northumberland Bancorp Employee Stock Ownership Plan · $2M · 136 · 31st

  • EIN $2M
  • EIN 136
  • EIN 31st
  • EIN ESOP
  • EIN near Smith-Doyle Contractors, Inc. Employee Stock Ownership Plan
  • EIN ind #1954

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 →

Northumberland Bancorp Employee Stock Ownership Plan in the asset neighbourhood

Northumberland Bancorp Employee Stock Ownership PlanNorthumberland Bancorp Emplo…$2MSmith-Doyle Contractors, Inc. Employee Stock Ownership PlanSmith-Doyle Contractors, Inc…$2MShop Architects, Inc. Employee Stock Ownership PlanShop Architects, Inc. Employ…$2MMadden Sales & Service, Inc. Employee Stock Ownership PlanMadden Sales & Service, Inc.…$2MTalley Management Group Employee Stock Ownership PlanTalley Management Group Empl…$2M
End-of-year total assets ($M) among Northumberland Bancorp Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$924K
Net Assets (End of Year)$835K
Net Income$473K
Employer EIN232888807
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northumberland Bancorp)

Sponsor-wide plan assets over time

All Northumberland Bancorp plans reported in each filing year

Latest sponsor-wide plan assets
$2M 21.39857353421708% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M 202220232024 $1.7M $2.07M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 136 $2M
2023 1 121 $2M
2024 1 119 $2M

Nearby ESOP Plans in Pennsylvania

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

Northumberland Bancorp Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Northumberland Bancorp Employee Stock Ownership Plan, Total assets ($B): 0.001701548 · Participants: 136Northumberland Bancorp 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
Northumberland Bancorp Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Northumberland Bancorp Employee Stock Ownership Plan side-by-side with 3 peers →

Northumberland Bancorp Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Smith-Doyle Contractors, Inc. Employee Stock Ownership Plan in TN ($2M); by covered participants it is Morley Builders, Inc. Employee Stock Ownership Plan in CA (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Northumberland Bancorp Employee Stock Ownership Plan assets move in 2022? ▼
Northumberland Bancorp Employee Stock Ownership Plan surged - up 84.2% during 2022, from $924K to $2M. Reported net income was $473K.
How have Northumberland Bancorp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northumberland Bancorp's sponsor-wide assets grew 21.4%, from $2M to $2M.
Which ESOP plans are similar in size to Northumberland Bancorp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Smith-Doyle Contractors, Inc. Employee Stock Ownership Plan in TN ($2M, 20 participants).
Which ESOP plans cover a similar participant headcount to Northumberland Bancorp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Morley Builders, Inc. Employee Stock Ownership Plan in CA (136 participants, $72M 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 232888807.

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.