ESOP · DOL Form 5500 · 2023

Northumberland Bancorp ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
121
Participants Small participant base
30th
Percentile by assets National rank
$15,673
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Northumberland Bancorp Employee Stock Ownership Plan · Sponsored by Northumberland Bancorp · Pennsylvania · Finance & Insurance

$2M in assets, 121 participants

Northumberland Bancorp's Northumberland Bancorp Employee Stock Ownership Plan reported $2M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,793 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Northumberland Bancorp Employee Stock Ownership Plan covers 121 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.

#1,793
in Finance & Insurance (8,869 peers)
+11.5%
assets growth YoY

Northumberland Bancorp Employee Stock Ownership Plan among the smaller filed plans by assets

Northumberland Bancorp Employee Stock Ownership Plan vs every filed plan by assets

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

$1,896,418 30th percentile higher than 30% 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

Northumberland Bancorp 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. Northumberland Bancorp Employee Stock Ownership Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northumberland Bancorp Employee Stock Ownership Plan reported net income fell from $473K in the plan year 2022 filing to $4K in the plan year 2023 filing.
  • Northumberland Bancorp Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Northumberland Bancorp Employee Stock Ownership Plan reported participants fell from 136 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232888807 · Northumberland Bancorp PY 2023 · ESOP

Northumberland Bancorp Employee Stock Ownership Plan · $2M · 121 · 30th

  • EBSA $2M
  • EBSA 121
  • EBSA 30th
  • EBSA ESOP
  • EBSA near Door Engineering Corporation Employee Stock Ownership Plan
  • EBSA ind #1793

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 →

Northumberland Bancorp Employee Stock Ownership Plan in the asset neighbourhood

Northumberland Bancorp Employee Stock Ownership PlanNorthumberland Bancorp Emplo…$2MDoor Engineering Corporation Employee Stock Ownership PlanDoor Engineering Corporation…$2MU.S. Housing Components Employee Stock Ownership PlanU.S. Housing Components Empl…$2MFirst Alarm Employee Stock Ownership Plan and TrustFirst Alarm Employee Stock O…$2MAcidizing Technology Services Holdings, Inc. Employee Stock Ownership PlanAcidizing Technology Service…$2M
End-of-year total assets ($M) among Northumberland Bancorp Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$840K
Net Income$4K
Employer EIN232888807
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northumberland Bancorp)

Sponsor-wide plan assets over time

All Northumberland Bancorp plans reported in each filing year

Latest sponsor-wide plan assets
$2M 21.39857353421708% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M 202220232024 $1.7M $2.07M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 136 $2M
2023 1 121 $2M
2024 1 119 $2M

Nearby ESOP Plans in Pennsylvania

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

Northumberland Bancorp Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Northumberland Bancorp Employee Stock Ownership Plan, Total assets ($B): 0.001896418 · Participants: 121Northumberland Bancorp 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
Northumberland Bancorp Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Northumberland Bancorp Employee Stock Ownership Plan side-by-side with 3 peers →

Northumberland Bancorp Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Door Engineering Corporation Employee Stock Ownership Plan in VA ($2M); by covered participants it is Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Northumberland Bancorp Employee Stock Ownership Plan assets move in 2023? ▼
Northumberland Bancorp Employee Stock Ownership Plan grew at a solid clip - up 11.5% during 2023, from $2M to $2M. Reported net income was $4K.
How have Northumberland Bancorp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northumberland Bancorp's sponsor-wide assets grew 21.4%, from $2M to $2M.
Which ESOP plans are similar in size to Northumberland Bancorp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Door Engineering Corporation Employee Stock Ownership Plan in VA ($2M, 27 participants).
Which ESOP plans cover a similar participant headcount to Northumberland Bancorp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan in OH (121 participants, $85K 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 232888807.

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.