ESOP · DOL Form 5500 · 2023
Peoples Security Bank & Trust Company ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 332
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $16,983
- Avg per participant Low balance/head
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.
- #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.
- #2,946
- in Finance & Insurance (8,869 peers)
- -8.3%
- assets change YoY
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.
Peoples Security Bank & Trust Co. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Peoples Security Bank & Trust Co. Employee Stock Ownership Plan 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. Peoples Security Bank & Trust Co. Employee Stock Ownership Plan sits mid-pack in the medium band (332 participants).
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.
Plan-year Form 5500 strip
Filing strip 240603570 · Peoples Security Bank & Trust Company PY 2023 · ESOP
Peoples Security Bank & Trust Co. Employee Stock Ownership Plan · $6M · 332 · 47th
- IND $6M
- EOY 332
- 5500 47th
- ASSETS ESOP
- PCT near Alpine Testing Solutions, Inc. Employee Stock Ownership Plan
- EIN ind #2946
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 →
Peoples Security Bank & Trust Co. Employee Stock Ownership Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$513K |
| Employer EIN | 240603570 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Peoples Security Bank & Trust Company)
Sponsor-wide plan assets over time
All Peoples Security Bank & Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 21.91168738913884% vs 2022
- 2024 filing year
| 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.
- 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
Peoples Security Bank & Trust Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Pennsylvania, the nearest ESOP by assets is Alpine Testing Solutions, Inc. Employee Stock Ownership Plan in UT ($6M); by covered participants it is Brph Companies, Inc. Employee Stock Ownership Plan and Trust in FL (332 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Alpine Testing Solutions, Inc. Employee Stock Ownership Plan (UT) $6M · 69
- Hi-Lo Manufacturing Company Employee Stock Ownership Plan and Trust (MN) $6M · 24
- U. S. Engineering Company Holdings Employee Stock Ownership Plan & Trust (MO) $6M · 372
- Drc Engineering, Inc. Employee Stock Ownership Plan (CA) $6M · 53
Similar participant headcount
Nearest other-state filings by covered participants (332 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.