ESOP · DOL Form 5500 · 2023

William Penn Bank ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
77
Participants Small participant base
64th
Percentile by assets National rank
$165,192
Avg per participant Above avg balance/head
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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.

  • #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.

#4,321
in Finance & Insurance (8,869 peers)
-1.6%
assets change YoY

William Penn Bank Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

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 $2,050,000,000 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

William Penn Bank 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. William Penn Bank Employee Stock Ownership Plan is a small filing (77 participants) on this national headcount ladder.

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 →

Form 5500 schedule snapshot

Filing strip 230953930 · William Penn Bank PY 2023 · ESOP

William Penn Bank Employee Stock Ownership Plan · $13M · 77 · 64th

  • EBSA $13M
  • EBSA 77
  • EBSA 64th
  • EBSA ESOP
  • EBSA near Benmark Holdings, Inc. Employee Stock Ownership Plan
  • EBSA ind #4321

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 →

William Penn Bank Employee Stock Ownership Plan in the asset neighbourhood

William Penn Bank Employee Stock Ownership PlanWilliam Penn Bank Employee S…$13MBenmark Holdings, Inc. Employee Stock Ownership PlanBenmark Holdings, Inc. Emplo…$13MUnion Holding Corp. Employee Stock Ownership PlanUnion Holding Corp. Employee…$13MMcd, Inc. Employee Stock Ownership PlanMcd, Inc. Employee Stock Own…$13MWeathermaster Building Products, Inc. Employee Stock Ownership PlanWeathermaster Building Produ…$13M
End-of-year total assets ($M) among William Penn Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All William Penn Bank plans reported in each filing year

Latest sponsor-wide plan assets
$24M 9.25266920289255% vs 2022
2024 filing year
$21M$22M$23M$24M 202220232024 $21.7M $23.7M ▲ +9.2%
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 ($B) Participants William Penn Bank Employee Stock Ownership Plan, Total assets ($B): 0.012719772 · Participants: 77William Penn Bank 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
William Penn Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare William Penn Bank Employee Stock Ownership Plan side-by-side with 3 peers →

William Penn Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Benmark Holdings, Inc. Employee Stock Ownership Plan in OH ($13M); by covered participants it is Equitable Bank Employee Stock Ownership Plan in NE (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 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).
Which ESOP plans cover a similar participant headcount to William Penn Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Equitable Bank Employee Stock Ownership Plan in NE (77 participants, $3M 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 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.