401(k) · DOL Form 5500 · 2023
Essa Bank & Trust 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 249
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $84,708
- Avg per participant Below avg balance/head
Official DOL plan name: Essa Bank & Trust 401(k) Plan · Sponsored by Essa Bank & Trust · Pennsylvania · Finance & Insurance
$21M in assets, 249 participants
Essa Bank & Trust's Essa Bank & Trust 401(k) Plan reported $21M in total assets and 249 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #5,365 in Finance & Insurance (8,869 peers)
Coverage in Pennsylvania
Essa Bank & Trust 401(k) Plan covers 249 participants in Pennsylvania, about 30% of the average Pennsylvania filer (state average ~822 per filing). Assets: $21M.
- #5,365
- in Finance & Insurance (8,869 peers)
- +4.2%
- assets growth YoY
Essa Bank & Trust 401(k) Plan's outsized position by total assets
Essa Bank & Trust 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,092,250 Top 26% higher than 74% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Essa Bank & Trust 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Essa Bank & Trust 401(k) Plan sits mid-pack in the medium band (249 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Essa Bank & Trust 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $851K in the plan year 2023 filing.
- Essa Bank & Trust 401(k) Plan reported participants rose from 236 in the plan year 2022 filing to 249 in the plan year 2023 filing.
- Essa Bank & Trust 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 240568185 · Essa Bank & Trust PY 2023 · 401(k)
Essa Bank & Trust 401(k) Plan · $21M · 249 · 74th
- SCH $21M
- EBSA 249
- PART 74th
- TYPE 401(k)
- NET near Signaturefd, LLC 401(k) Plan
- BOOK ind #5365
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 Finance & Insurance retirement plans → · Plans in Pennsylvania →
Essa Bank & Trust 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $851K |
| Employer EIN | 240568185 |
| Plan Effective Date | 1985-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Essa Bank & Trust)
Sponsor-wide plan assets over time
All Essa Bank & Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $65M 6.271549662444094% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 588 | $61M |
| 2023 | 3 | 587 | $63M |
| 2024 | 3 | 582 | $65M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Essa Bank & Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Signaturefd, LLC 401(k) Plan in GA ($21M); by covered participants it is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA (249 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Signaturefd, LLC 401(k) Plan (GA) $21M · 99
- Herzfeld & Rubin, P.C. Employees 401(k) Plan (NY) $21M · 49
- Medicus 401(k) Plan (NH) $21M · 256
- The Q.E.P. Co., Inc. 401(k) Plan (FL) $21M · 424
Similar participant headcount
Nearest other-state filings by covered participants (249 participants); asset peers above are excluded.
- Millennium Rehab & Consulting Group, Inc. 401(k) Plan (IA) 249 · 0 off
- Len Busch Roses 401(k) Retirement Plan (MN) 249 · 0 off
- Northstar Ems, Inc. 401(k) Profit Sharing Plan (AL) 249 · 0 off
- Marshall Excelsior Company 401(k) Plan (MI) 249 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.