ESOP · DOL Form 5500 · 2023

Peoples Security Bank & Trust Company ESOP

Data updated 2026-08-11

$6M
Total assets
332
Participants
47th
Percentile by assets
$16,983
Avg per participant
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Official DOL plan name: Peoples Security Bank & Trust Co. Employee Stock Ownership Plan · Sponsored by Peoples Security Bank & Trust Company · Pennsylvania · Finance & Insurance

$6M in assets, 332 participants

Peoples Security Bank & Trust Company's Peoples Security Bank & Trust Co. Employee Stock Ownership Plan reported $6M in total assets and 332 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • 47th percentile by assets (of 127,072 plans)
  • #2,946 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Peoples Security Bank & Trust Co. Employee Stock Ownership Plan covers 332 participants in Pennsylvania, about 40% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.

$6M
total plan assets (2023 EOY)
332
covered participants
47th
percentile by assets (of 127,072 plans)
$16,983
avg assets per participant

The plan reported a net loss of $513K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Peoples Security Bank & Trust Co. Employee Stock Ownership Plan sits by total assets

Peoples Security Bank & Trust Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,638,480 47th percentile higher than 47% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peoples Security Bank & Trust Co. Employee Stock Ownership Plan reported net income fell from -$396K in the plan year 2022 filing to -$513K in the plan year 2023 filing.
  • Peoples Security Bank & Trust Co. Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Peoples Security Bank & Trust Co. Employee Stock Ownership Plan reported participants rose from 327 in the plan year 2022 filing to 332 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. Peoples Security Bank & Trust Co. Employee Stock Ownership Plan reports 332 participants - about 40% of that state average ($6M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$513K
Employer EIN240603570
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peoples Security Bank & Trust Company)

$60M$65M$70M$75M$80M 202220232024 $63.4M $77.3M ▲ +21.9%
Total plan assets by year, all Peoples Security Bank & Trust Company plans on file
Year Plans Participants Total Assets
2022 3 765 $63M
2023 3 788 $70M
2024 3 789 $77M

Nearby ESOP Plans in Pennsylvania

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

Peoples Security Bank & Trust Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Peoples Security Ban…, Total assets ($B): 0.00563848 · Participants: 332Peoples Security Ban…Wawa, Inc. Employee …, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee …Bradford White Corpo…, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corpo…Centimark Corporatio…, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporatio…Sheetz, Inc. Employe…, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employe…D & H Employee Stock…, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock…
Peoples Security Bank & Trust Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Peoples Security Bank & Trust Co. Employ… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Peoples Security Bank & Trust Co. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Peoples Security Bank & Trust Co. Employee Stock Ownership Plan assets move in 2023? ▼
Peoples Security Bank & Trust Co. Employee Stock Ownership Plan pulled back noticeably - down 8.3% during 2023, from $6M to $6M. Reported net income was -$513K.
How have Peoples Security Bank & Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peoples Security Bank & Trust Company's sponsor-wide assets grew 21.9%, from $63M to $77M.
Which ESOP plans are similar in size to Peoples Security Bank & Trust Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Alpine Testing Solutions, Inc. Employee Stock Ownership Plan in UT ($6M, 69 participants).

Next read for Peoples Security Bank & Trust Co. Employ…

Filing takeaways

Ways to act on Peoples Security Bank & Trust Co. Employee Stock Ownership Plan's numbers.

  • By total assets, Peoples Security Bank & Trust Co. Employee Stock Ownership Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
  • Peoples Security Bank & Trust Company's sponsor-wide assets have grown 21.9% 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 240603570.

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.