ESOP · DOL Form 5500 · 2023

Mauch Chunk Trust Financial Corporation ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
79
Participants Small participant base
28th
Percentile by assets National rank
$20,244
Avg per participant Low balance/head
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Official DOL plan name: Mauch Chunk Trust Company Employee Stock Ownership Plan · Sponsored by Mauch Chunk Trust Financial Corporation · Pennsylvania · Finance & Insurance

$2M in assets, 79 participants

Mauch Chunk Trust Financial Corporation's Mauch Chunk Trust Company Employee Stock Ownership Plan reported $2M in total assets and 79 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,664 in Finance & Insurance (8,869 peers)

Mauch Chunk Trust Financial Corporation multi-year trail

Mauch Chunk Trust Financial Corporation's plans moved -27.3% in assets from 2022 to 2024; this filing shows Mauch Chunk Trust Company Employee Stock Ownership Plan at $2M / 79 participants.

#1,664
in Finance & Insurance (8,869 peers)
-1.1%
assets change YoY

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mauch Chunk Trust Company Employee Stock Ownership Plan among the smaller filed plans by assets

Mauch Chunk Trust Company Employee Stock Ownership Plan vs every filed plan by assets

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

$1,599,263 28th percentile higher than 28% 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

Mauch Chunk Trust Company 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. Mauch Chunk Trust Company Employee Stock Ownership Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mauch Chunk Trust Company Employee Stock Ownership Plan reported net income rose from -$793K in the plan year 2022 filing to -$18K in the plan year 2023 filing.
  • Mauch Chunk Trust Company Employee Stock Ownership Plan reported participants fell from 83 in the plan year 2022 filing to 79 in the plan year 2023 filing.
  • Mauch Chunk Trust Company Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 233042543 · Mauch Chunk Trust Financial Corporation PY 2023 · ESOP

Mauch Chunk Trust Company Employee Stock Ownership Plan · $2M · 79 · 28th

  • EIN $2M
  • EIN 79
  • EIN 28th
  • EIN ESOP
  • EIN near Sterling Health Services, Inc. Employee Stock Ownership Plan
  • EIN ind #1664

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 →

Mauch Chunk Trust Company Employee Stock Ownership Plan in the asset neighbourhood

Ambac International Corporation Employee Stock Ownership PlanAmbac International Corporat…$2MCableconn Industries Inc. Employee Stock Ownership PlanCableconn Industries Inc. Em…$2MMauch Chunk Trust Company Employee Stock Ownership PlanMauch Chunk Trust Company Em…$2MThe Armamentarium, Inc. Employee Stock Ownership PlanThe Armamentarium, Inc. Empl…$2MSterling Health Services, Inc. Employee Stock Ownership PlanSterling Health Services, In…$2M
End-of-year total assets ($M) among Mauch Chunk Trust Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Mauch Chunk Trust Financial Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Mauch Chunk Trust Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1M 27.304021821652995% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.62M $1.18M ▼ -27.2%
Year Plans Participants Total Assets
2022 1 83 $2M
2023 1 79 $2M
2024 1 85 $1M

Mauch Chunk Trust Financial Corporation filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$18K
Employer EIN233042543
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Mauch Chunk Trust Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Mauch Chunk Trust Company Employee Stock Ownership Plan, Total assets ($B): 0.001599263 · Participants: 79Mauch Chunk Trust Company 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
Mauch Chunk Trust Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Mauch Chunk Trust Company Employee Stock Ownership Plan side-by-side with 3 peers →

Mauch Chunk Trust Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Sterling Health Services, Inc. Employee Stock Ownership Plan in CA ($2M); by covered participants it is The Peoples Bank of Ripley Employee Stock Ownership Plan in MS (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Mauch Chunk Trust Company Employee Stock Ownership Plan assets move in 2023? ▼
Mauch Chunk Trust Company Employee Stock Ownership Plan edged down modestly - down 1.1% during 2023, from $2M to $2M. Reported net income was -$18K.
How have Mauch Chunk Trust Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mauch Chunk Trust Financial Corporation's sponsor-wide assets declined 27.3%, from $2M to $1M.
Which ESOP plans are similar in size to Mauch Chunk Trust Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sterling Health Services, Inc. Employee Stock Ownership Plan in CA ($2M, 62 participants).
Which ESOP plans cover a similar participant headcount to Mauch Chunk Trust Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Peoples Bank of Ripley Employee Stock Ownership Plan in MS (79 participants, $1M 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 233042543.

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.