ESOP · DOL Form 5500 · 2023

Fragasso Financial Advisors, Inc. ESOP

Data updated 2026-08-11

$14M
Total assets: 37
Participants: 65th
Percentile by assets: $365,896
Avg per participant

Official DOL plan name: Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan · Sponsored by Fragasso Financial Advisors, Inc. · Pennsylvania · Finance & Insurance

$14M in assets, 37 participants

Fragasso Financial Advisors, Inc.'s Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan reported $14M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

65th percentile by assets (of 127,072 plans)
#4,448 in Finance & Insurance (8,869 peers)

Fragasso Financial Advisors, Inc. multi-year trail

Fragasso Financial Advisors, Inc.'s plans moved +58.2% in assets from 2022 to 2024; this filing shows Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan at $14M / 37 participants.

$14M
total plan assets (2023 EOY): 37
covered participants: 65th
percentile by assets (of 127,072 plans): $365,896
avg assets per participant

Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan reported participants fell from 41 in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Pennsylvania

Industry

Finance & Insurance

Fragasso Financial Advisors, Inc. across 3 plan years on file

Across the 3 plan years Fragasso Financial Advisors, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $11M to $17M, a gain of 58.2%, while reported participants moved from 41 to 42 (+2.4%). Peak year by sponsor assets: 2024 ($17M); trough: 2022 ($11M).

Fragasso Financial Advisors, Inc. multi-year asset trail

Total plan assets by year, all Fragasso Financial Advisors, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	41	$11M
2023	1	37	$14M
2024	1	42	$17M

Fragasso Financial Advisors, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$10M
Net Income	$3M
Employer EIN	251773014
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan 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 Fragasso Financial Advisors, Inc. Employ… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan by total assets, not by location.

Admix, Inc. Employee Stock Ownership Plan (NH) $14M · 75
Advanced Technologies, Inc. Employee Stock Ownership Plan (VA) $14M · 46
Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust (OR) $14M · 101
Dennis Beverage Company Employee Stock Ownership Plan (ME) $14M · 184

Frequently Asked Questions

How did Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan grew sharply - up 23.2% during 2023, from $11M to $14M. Reported net income was $3M.

How have Fragasso Financial Advisors, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Fragasso Financial Advisors, Inc.'s sponsor-wide assets grew 58.2%, from $11M to $17M.

Which ESOP plans are similar in size to Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Admix, Inc. Employee Stock Ownership Plan in NH ($14M, 75 participants).

Next read for Fragasso Financial Advisors, Inc. Employ…

Multi-year trail

Ways to act on Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
Fragasso Financial Advisors, Inc.'s sponsor-wide assets have grown 58.2% 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 251773014.