ESOP · DOL Form 5500 · 2023

Fragasso Financial Advisors, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
37
Participants Small participant base
65th
Percentile by assets National rank
$365,896
Avg per participant High balance/head
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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.

  • #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.

#4,448
in Finance & Insurance (8,869 peers)
+23.2%
assets growth YoY

Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$13,538,140 Top 35% higher than 65% 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

Fragasso Financial Advisors, Inc. 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. Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

EBSA filing schedule strip

Filing strip 251773014 · Fragasso Financial Advisors, Inc. PY 2023 · ESOP

Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan · $14M · 37 · 65th

  • RANK $14M
  • RANK 37
  • RANK 65th
  • RANK ESOP
  • RANK near Admix, Inc. Employee Stock Ownership Plan
  • RANK ind #4448

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 →

Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Dennis Beverage Company Employee Stock Ownership PlanDennis Beverage Company Empl…$14MAdvanced Technologies, Inc. Employee Stock Ownership PlanAdvanced Technologies, Inc. …$14MFragasso Financial Advisors, Inc. Employee Stock Ownership PlanFragasso Financial Advisors,…$14MAdmix, Inc. Employee Stock Ownership PlanAdmix, Inc. Employee Stock O…$14MRudy's Markets, Inc. Employee Stock Ownership Plan and TrustRudy's Markets, Inc. Employe…$14M
End-of-year total assets ($M) among Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Fragasso Financial Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fragasso Financial Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 58.16742620638144% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $11M $17.4M ▲ +58.1%
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 EIN251773014
Plan Effective Date2016-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01353814 · Participants: 37Fragasso Financial Advisors, Inc. 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
Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Admix, Inc. Employee Stock Ownership Plan in NH ($14M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 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).
Which ESOP plans cover a similar participant headcount to Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants, $4M 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 251773014.

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.