ESOP · DOL Form 5500 · 2023

William Penn Bank ESOP

Data updated 2026-08-11

$13M
Total assets
77
Participants
64th
Percentile by assets
$165,192
Avg per participant
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Official DOL plan name: William Penn Bank Employee Stock Ownership Plan · Sponsored by William Penn Bank · Pennsylvania · Finance & Insurance

$13M in assets, 77 participants

William Penn Bank's William Penn Bank Employee Stock Ownership Plan reported $13M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • 64th percentile by assets (of 127,072 plans)
  • #4,321 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

William Penn Bank Employee Stock Ownership Plan holds $13M for 77 participants - about $165,192 per participant, above the median plan by assets.

$13M
total plan assets (2023 EOY)
77
covered participants
64th
percentile by assets (of 127,072 plans)
$165,192
avg assets per participant

Where William Penn Bank Employee Stock Ownership Plan sits by total assets

William Penn Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$12,719,772 Top 36% higher than 64% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • William Penn Bank Employee Stock Ownership Plan reported net income rose from -$120K in the plan year 2022 filing to $73K in the plan year 2023 filing.
  • William Penn Bank Employee Stock Ownership Plan end-of-year assets fell from $13M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • William Penn Bank Employee Stock Ownership Plan reported participants rose from 76 in the plan year 2022 filing to 77 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Pennsylvania
Industry
Finance & Insurance

ESOP filing for William Penn Bank Employee Stock Ownership Plan

ESOP filing for plan year 2023: EIN 230953930 ; effective since 2008-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$3M
Net Income$73K
Employer EIN230953930
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William Penn Bank)

$21M$22M$23M$24M 202220232024 $21.7M $23.7M ▲ +9.2%
Total plan assets by year, all William Penn Bank plans on file
Year Plans Participants Total Assets
2022 2 192 $22M
2023 2 187 $22M
2024 2 173 $24M

Nearby ESOP Plans in Pennsylvania

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

William Penn Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants William Penn Bank Em…, Total assets ($B): 0.012719772 · Participants: 77William Penn Bank Em…Wawa, Inc. Employee …, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee …Bradford White Corpo…, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corpo…Centimark Corporatio…, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporatio…Sheetz, Inc. Employe…, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employe…D & H Employee Stock…, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock…
William Penn Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare William Penn Bank Employee Stock Ownersh… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to William Penn Bank Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did William Penn Bank Employee Stock Ownership Plan assets move in 2023? ▼
William Penn Bank Employee Stock Ownership Plan edged down modestly - down 1.6% during 2023, from $13M to $13M. Reported net income was $73K.
How have William Penn Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Penn Bank's sponsor-wide assets grew 9.3%, from $22M to $24M.
Which ESOP plans are similar in size to William Penn Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Benmark Holdings, Inc. Employee Stock Ownership Plan in OH ($13M, 35 participants).

Next read for William Penn Bank Employee Stock Ownersh…

Filing takeaways

Ways to act on William Penn Bank Employee Stock Ownership Plan's numbers.

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 230953930.

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.