ESOP · DOL Form 5500 · 2023

Wvs Financial Corp. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
25
Participants Small participant base
37th
Percentile by assets National rank
$135,236
Avg per participant Near avg balance/head
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Official DOL plan name: Wvs Financial Corp. Employee Stock Ownership Plan · Sponsored by Wvs Financial Corp. · Pennsylvania · Management of Enterprises

$3M in assets, 25 participants

Wvs Financial Corp.'s Wvs Financial Corp. Employee Stock Ownership Plan reported $3M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #255 in Management of Enterprises (1,137 peers)

Wvs Financial Corp. multi-year trail

Wvs Financial Corp.'s plans moved -13.8% in assets from 2022 to 2024; this filing shows Wvs Financial Corp. Employee Stock Ownership Plan at $3M / 25 participants.

#255
in Management of Enterprises (1,137 peers)
-12.2%
assets change YoY

The plan reported a net loss of $383K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wvs Financial Corp. Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers

Wvs Financial Corp. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,380,905 37th percentile higher than 37% of 127,068 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 2023

Wvs Financial Corp. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wvs Financial Corp. Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wvs Financial Corp. Employee Stock Ownership Plan reported net income rose from -$543K in the plan year 2022 filing to -$383K in the plan year 2023 filing.
  • Wvs Financial Corp. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Wvs Financial Corp. Employee Stock Ownership Plan reported participants fell from 26 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251710500 · Wvs Financial Corp. PY 2023 · ESOP

Wvs Financial Corp. Employee Stock Ownership Plan · $3M · 25 · 37th

  • BOY $3M
  • SCH 25
  • EBSA 37th
  • PART ESOP
  • TYPE near Marketing Results Nevada Corp. Employee Stock Ownership Plan
  • NET ind #255

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 →

Wvs Financial Corp. Employee Stock Ownership Plan in the asset neighbourhood

Wvs Financial Corp. Employee Stock Ownership PlanWvs Financial Corp. Employee…$3MMarketing Results Nevada Corp. Employee Stock Ownership PlanMarketing Results Nevada Cor…$3MMarengo Tool & Die Works, Inc. Employee Stock Ownership PlanMarengo Tool & Die Works, In…$3MMarion Mold & Tool Employee Stock Ownership PlanMarion Mold & Tool Employee …$3MHome Federal Savings and Loan Association of Grand Island EmployeeHome Federal Savings and Loa…$3M
End-of-year total assets ($M) among Wvs Financial Corp. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wvs Financial Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Wvs Financial Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 13.767083265239737% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.85M $3.32M ▼ -13.8%
Year Plans Participants Total Assets
2022 1 26 $4M
2023 1 25 $3M
2024 1 24 $3M

Wvs Financial Corp. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income-$383K
Employer EIN251710500
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Wvs Financial Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Wvs Financial Corp. Employee Stock Ownership Plan, Total assets ($B): 0.003380905 · Participants: 25Wvs Financial Corp. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Wvs Financial Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Wvs Financial Corp. Employee Stock Ownership Plan side-by-side with 3 peers →

Wvs Financial Corp. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Marketing Results Nevada Corp. Employee Stock Ownership Plan in NV ($3M); by covered participants it is Norcross Supply Co Employee Stock Ownership Plan in GA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wvs Financial Corp. Employee Stock Ownership Plan assets move in 2023? ▼
Wvs Financial Corp. Employee Stock Ownership Plan pulled back noticeably - down 12.2% during 2023, from $4M to $3M. Reported net income was -$383K.
How have Wvs Financial Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wvs Financial Corp.'s sponsor-wide assets declined 13.8%, from $4M to $3M.
Which ESOP plans are similar in size to Wvs Financial Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Marketing Results Nevada Corp. Employee Stock Ownership Plan in NV ($3M, 14 participants).
Which ESOP plans cover a similar participant headcount to Wvs Financial Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Norcross Supply Co Employee Stock Ownership Plan in GA (25 participants, $28M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251710500.

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.