ESOP · DOL Form 5500 · 2023
Honat Bancorp, Inc. ESOP
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 153
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $190,980
- Avg per participant Above avg balance/head
Official DOL plan name: Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions · Sponsored by Honat Bancorp, Inc. · Pennsylvania · Finance & Insurance
$29M in assets, 153 participants
Honat Bancorp, Inc.'s Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions reported $29M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #5,991 in Finance & Insurance (8,869 peers)
Coverage in Pennsylvania
Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions covers 153 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $29M.
- #5,991
- in Finance & Insurance (8,869 peers)
- +1.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions's outsized position by total assets
Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,220,010 Top 21% higher than 79% 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
Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions 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. Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions sits mid-pack in the medium band (153 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions reported net income rose from -$811K in the plan year 2022 filing to $538K in the plan year 2023 filing.
- Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions reported participants rose from 145 in the plan year 2022 filing to 153 in the plan year 2023 filing.
- Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions end-of-year assets rose from $29M in the plan year 2022 filing to $29M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 236758504 · Honat Bancorp, Inc. PY 2023 · ESOP
Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions · $29M · 153 · 79th
- 5500 $29M
- 5500 153
- 5500 79th
- 5500 ESOP
- 5500 near Silver Star Construction Company, Inc. Stock Bonus Employee Ownership Plan and Trust
- 5500 ind #5991
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 →
Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $538K |
| Employer EIN | 236758504 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Honat Bancorp, Inc.)
Sponsor-wide plan assets over time
All Honat Bancorp, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 8.10262207084463% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 145 | $29M |
| 2023 | 1 | 153 | $29M |
| 2024 | 1 | 151 | $31M |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
- Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
- Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
- D & H Employee Stock Ownership Plan $289M · 1,461
Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions's out-of-state ESOP peers by assets and headcount
Outside Pennsylvania, the nearest ESOP by assets is Silver Star Construction Company, Inc. Stock Bonus Employee Ownership Plan and Trust in OK ($29M); by covered participants it is Interior Systems, Inc. Employee Stock Ownership Plan in ID (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Silver Star Construction Company, Inc. Stock Bonus Employee Ownership Plan and Trust (OK) $29M · 142
- Collaborative Testing Services, Inc. Employee Stock Ownership Plan (VA) $29M · 23
- Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan (WV) $29M · 137
- Bane-Welker Employee Stock Ownership Plan (IN) $29M · 434
Similar participant headcount
Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.
- Interior Systems, Inc. Employee Stock Ownership Plan (ID) 153 · 0 off
- Windings, Inc. 2012 Amended and Restated Employee Stock Ownership Plan (MN) 153 · 0 off
- Rogers Manufacturing Corporation Employee Stock Ownership Plan (LA) 153 · 0 off
- Worth Higgins & Associates, Inc. Employee Stock Ownership Plan (VA) 153 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.