ESOP · DOL Form 5500 · 2023

Malvern Bank, National Association ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
51
Participants Small participant base
33rd
Percentile by assets National rank
$47,491
Avg per participant Low balance/head
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Official DOL plan name: Malvern Bancorp, Inc. Employee Stock Ownership Plan · Sponsored by Malvern Bank, National Association · Pennsylvania · Finance & Insurance

$2M in assets, 51 participants

Malvern Bank, National Association's Malvern Bancorp, Inc. Employee Stock Ownership Plan reported $2M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,007 in Finance & Insurance (8,869 peers)

Malvern Bank, National Association multi-year trail

Malvern Bank, National Association's plans moved -18.9% in assets from 2022 to 2024; this filing shows Malvern Bancorp, Inc. Employee Stock Ownership Plan at $2M / 51 participants.

#2,007
in Finance & Insurance (8,869 peers)
-19.2%
assets change YoY

Malvern Bancorp, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Malvern Bancorp, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,422,044 33rd percentile higher than 33% 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

Malvern Bancorp, 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. Malvern Bancorp, Inc. Employee Stock Ownership Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Malvern Bancorp, Inc. Employee Stock Ownership Plan reported net income fell from $303K in the plan year 2022 filing to $132K in the plan year 2023 filing.
  • Malvern Bancorp, Inc. Employee Stock Ownership Plan reported participants fell from 98 in the plan year 2022 filing to 51 in the plan year 2023 filing.
  • Malvern Bancorp, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 455307782 · Malvern Bank, National Association PY 2023 · ESOP

Malvern Bancorp, Inc. Employee Stock Ownership Plan · $2M · 51 · 33rd

  • TYPE $2M
  • TYPE 51
  • TYPE 33rd
  • TYPE ESOP
  • TYPE near Guthrie County Bancshares, Inc. Employee Stock Ownership Plan
  • TYPE ind #2007

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 →

Malvern Bancorp, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Malvern Bancorp, Inc. Employee Stock Ownership PlanMalvern Bancorp, Inc. Employ…$2MGuthrie County Bancshares, Inc. Employee Stock Ownership PlanGuthrie County Bancshares, I…$2MAquila Employee Stock Ownership PlanAquila Employee Stock Owners…$2MManhattan Mechanical Services Employee Stock Ownership PlanManhattan Mechanical Service…$2MMarvin George Builders, Inc. Employee Stock Ownership PlanMarvin George Builders, Inc.…$2M
End-of-year total assets ($M) among Malvern Bancorp, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Malvern Bank, National Association multi-year asset trail

Sponsor-wide plan assets over time

All Malvern Bank, National Association plans reported in each filing year

Latest sponsor-wide plan assets
$2M 18.871821479327153% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $3M $2.43M ▼ -19.0%
Year Plans Participants Total Assets
2022 1 98 $3M
2023 1 51 $2M
2024 1 N/A $2M

Malvern Bank, National Association filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income$132K
Employer EIN455307782
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Malvern Bancorp, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Malvern Bancorp, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002422044 · Participants: 51Malvern Bancorp, 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
Malvern Bancorp, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Malvern Bancorp, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Malvern Bancorp, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Guthrie County Bancshares, Inc. Employee Stock Ownership Plan in IA ($2M); by covered participants it is Osb Community Bank Employee Stock Ownership Plan in IL (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Malvern Bancorp, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Malvern Bancorp, Inc. Employee Stock Ownership Plan declined sharply - down 19.2% during 2023, from $3M to $2M. Reported net income was $132K.
How have Malvern Bank, National Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Malvern Bank, National Association's sponsor-wide assets declined 18.9%, from $3M to $2M.
Which ESOP plans are similar in size to Malvern Bancorp, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Guthrie County Bancshares, Inc. Employee Stock Ownership Plan in IA ($2M, 20 participants).
Which ESOP plans cover a similar participant headcount to Malvern Bancorp, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Osb Community Bank Employee Stock Ownership Plan in IL (51 participants, $3M 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 455307782.

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.