ESOP · DOL Form 5500 · 2023

Central Penn, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
92
Participants Small participant base
46th
Percentile by assets National rank
$59,705
Avg per participant Low balance/head
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Official DOL plan name: Central Penn, Inc. Employee Stock Ownership Plan · Sponsored by Central Penn, Inc. · Pennsylvania · Educational Services

$5M in assets, 92 participants

Central Penn, Inc.'s Central Penn, Inc. Employee Stock Ownership Plan reported $5M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #1,152 in Educational Services (3,735 peers)

Central Penn, Inc. multi-year trail

Central Penn, Inc.'s plans moved -60.3% in assets from 2022 to 2024; this filing shows Central Penn, Inc. Employee Stock Ownership Plan at $5M / 92 participants.

#1,152
in Educational Services (3,735 peers)
-19.0%
assets change YoY

The plan reported a net loss of $897K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Central Penn, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Educational Services and all filers

Central Penn, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,492,832 46th percentile higher than 46% 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

Central Penn, 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. Central Penn, Inc. Employee Stock Ownership Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Central Penn, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to -$897K in the plan year 2023 filing.
  • Central Penn, Inc. Employee Stock Ownership Plan end-of-year assets fell from $7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Central Penn, Inc. Employee Stock Ownership Plan reported participants fell from 109 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231857027 · Central Penn, Inc. PY 2023 · ESOP

Central Penn, Inc. Employee Stock Ownership Plan · $5M · 92 · 46th

  • 5500 $5M
  • 5500 92
  • 5500 46th
  • 5500 ESOP
  • 5500 near Heartland Companies, Inc. Employee Stock Ownership Plan
  • 5500 ind #1152

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 →

Central Penn, Inc. Employee Stock Ownership Plan in the asset neighbourhood

First Rate Excavate Inc. Employee Stock Ownership PlanFirst Rate Excavate Inc. Emp…$5MCentral Penn, Inc. Employee Stock Ownership PlanCentral Penn, Inc. Employee …$5MHeartland Companies, Inc. Employee Stock Ownership PlanHeartland Companies, Inc. Em…$5MStudio Moulding, Inc. Employee Stock Ownership PlanStudio Moulding, Inc. Employ…$5MGoody, Clancy & Associates Employee Stock Ownership PlanGoody, Clancy & Associates E…$5M
End-of-year total assets ($M) among Central Penn, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Central Penn, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Central Penn, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 60.27356937302645% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $10.8M $4.29M ▼ -60.3%
Year Plans Participants Total Assets
2022 2 245 $11M
2023 1 92 $5M
2024 1 88 $4M

Central Penn, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$3M
Net Income-$897K
Employer EIN231857027
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Central Penn, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Central Penn, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005492832 · Participants: 92Central Penn, 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
Central Penn, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Central Penn, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Heartland Companies, Inc. Employee Stock Ownership Plan in IA ($5M); by covered participants it is Allen Agency Employee Stock Ownership Plan in ME (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Central Penn, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Central Penn, Inc. Employee Stock Ownership Plan declined sharply - down 19.0% during 2023, from $7M to $5M. Reported net income was -$897K.
How have Central Penn, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Central Penn, Inc.'s sponsor-wide assets declined 60.3%, from $11M to $4M.
Which ESOP plans are similar in size to Central Penn, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Heartland Companies, Inc. Employee Stock Ownership Plan in IA ($5M, 35 participants).
Which ESOP plans cover a similar participant headcount to Central Penn, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Allen Agency Employee Stock Ownership Plan in ME (92 participants, $22M 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 231857027.

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.