ESOP · DOL Form 5500 · 2022

Citizens & Northern Corporation ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
390
Participants Below avg headcount
71st
Percentile by assets National rank
$35,994
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Citizens & Northern Corp. Employee Stock Ownership Plan · Sponsored by Citizens & Northern Corporation · Pennsylvania · Finance & Insurance

$14M in assets, 390 participants

Citizens & Northern Corporation's Citizens & Northern Corp. Employee Stock Ownership Plan reported $14M in total assets and 390 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,178 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Citizens & Northern Corp. Employee Stock Ownership Plan covers 390 participants in Pennsylvania, about 47% of the average Pennsylvania filer (state average ~822 per filing). Assets: $14M.

#5,178
in Finance & Insurance (9,261 peers)
-2.9%
assets change YoY

The plan reported a net loss of $387K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Citizens & Northern Corp. Employee Stock Ownership Plan's outsized position by total assets

Citizens & Northern Corp. Employee Stock Ownership Plan vs every filed plan by assets

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

$14,037,790 Top 29% higher than 71% 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

Citizens & Northern Corp. 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. Citizens & Northern Corp. Employee Stock Ownership Plan sits mid-pack in the medium band (390 participants).

DOL schedule card

Filing strip 240756925 · Citizens & Northern Corporation PY 2022 · ESOP

Citizens & Northern Corp. Employee Stock Ownership Plan · $14M · 390 · 71st

  • BOY $14M
  • BOY 390
  • BOY 71st
  • BOY ESOP
  • BOY near Mei Enterprises, Inc. Employee Stock Ownership Plan
  • BOY ind #5178

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 →

Citizens & Northern Corp. Employee Stock Ownership Plan in the asset neighbourhood

Mei Enterprises, Inc. Employee Stock Ownership PlanMei Enterprises, Inc. Employ…$14MValkyrie Enterprises, Inc. Employee Stock Ownership PlanValkyrie Enterprises, Inc. E…$14MThe Media Loft, Inc. Employee Stock Ownership Plan and TrustThe Media Loft, Inc. Employe…$14MCitizens & Northern Corp. Employee Stock Ownership PlanCitizens & Northern Corp. Em…$14MB S K Associates Employee Stock Ownership PlanB S K Associates Employee St…$14M
End-of-year total assets ($M) among Citizens & Northern Corp. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income-$387K
Employer EIN240756925
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Citizens & Northern Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Citizens & Northern Corp. Employee Stock Ownership Plan, Total assets ($B): 0.01403779 · Participants: 390Citizens & Northern Corp. 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
Citizens & Northern Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Citizens & Northern Corp. Employee Stock Ownership Plan side-by-side with 3 peers →

Citizens & Northern Corp. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Mei Enterprises, Inc. Employee Stock Ownership Plan in IL ($14M); by covered participants it is Hawkins, Inc. Employee Stock Ownership Plan in MN (390 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (390 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 Citizens & Northern Corp. Employee Stock Ownership Plan assets move in 2022? ▼
Citizens & Northern Corp. Employee Stock Ownership Plan edged down modestly - down 2.9% during 2022, from $14M to $14M. Reported net income was -$387K.
Which ESOP plans are similar in size to Citizens & Northern Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mei Enterprises, Inc. Employee Stock Ownership Plan in IL ($14M, 100 participants).
Which ESOP plans cover a similar participant headcount to Citizens & Northern Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hawkins, Inc. Employee Stock Ownership Plan in MN (390 participants, $41M 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 240756925.

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.