ESOP · DOL Form 5500 · 2023

Honat Bancorp, Inc. ESOP

Data updated 2026-08-11

$29M
Total assets: 153
Participants: 79th
Percentile by assets: $190,980
Avg per participant

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.

79th percentile by assets (of 127,072 plans)
#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.

$29M
total plan assets (2023 EOY): 153
covered participants: 79th
percentile by assets (of 127,072 plans): $190,980
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Pennsylvania

Industry

Finance & Insurance

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions reports 153 participants - about 19% of that state average ($29M EOY assets).

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.)

Total plan assets by year, all Honat Bancorp, Inc. plans on file

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.

Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions vs. nearby ESOP plans in Pennsylvania, assets vs. participants

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

Compare Honat Bancorp, Inc. Employee Stock Owner… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions by total assets, not by location.

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

Frequently Asked Questions

How did Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions assets move in 2023? ▼

Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions edged up modestly - up 1.9% during 2023, from $29M to $29M. Reported net income was $538K.

How have Honat Bancorp, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Honat Bancorp, Inc.'s sponsor-wide assets grew 8.1%, from $29M to $31M.

Where does Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions rank by assets among Form 5500 filers? ▼

Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions? ▼

Among ESOP plans in other states, the closest by assets is Silver Star Construction Company, Inc. Stock Bonus Employee Ownership Plan and Trust in OK ($29M, 142 participants).

Next read for Honat Bancorp, Inc. Employee Stock Owner…

Filing takeaways

Ways to act on Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions's numbers.

By total assets, Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
Honat Bancorp, Inc.'s sponsor-wide assets have grown 8.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 236758504.