Defined Benefit (Pension) · DOL Form 5500 · 2023

Essa Bank and Trust Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
124
Participants Small participant base
72nd
Percentile by assets National rank
$156,644
Avg per participant Above avg balance/head
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Official DOL plan name: Essa Bank and Trust Pension Plan · Sponsored by Essa Bank and Trust · Pennsylvania · Finance & Insurance

$19M in assets, 124 participants

Essa Bank and Trust's Essa Bank and Trust Pension Plan reported $19M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,186 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Essa Bank and Trust Pension Plan covers 124 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $19M.

#5,186
in Finance & Insurance (8,869 peers)
+10.4%
assets growth YoY

Essa Bank and Trust Pension Plan's outsized position by total assets

Essa Bank and Trust Pension Plan vs every filed plan by assets

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

$19,423,887 Top 28% higher than 72% 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

Essa Bank and Trust Pension 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. Essa Bank and Trust Pension Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Essa Bank and Trust Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Essa Bank and Trust Pension Plan end-of-year assets rose from $18M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Essa Bank and Trust Pension Plan reported participants fell from 136 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 240568185 · Essa Bank and Trust PY 2023 · Defined Benefit (Pension)

Essa Bank and Trust Pension Plan · $19M · 124 · 72nd

  • EOY $19M
  • EOY 124
  • EOY 72nd
  • EOY Defined Benefit (Pension)
  • EOY near Employees' Retirement Plan of the Kensico Cemetery
  • EOY ind #5186

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Essa Bank and Trust Pension Plan in the asset neighbourhood

Employees' Retirement Plan of the Kensico CemeteryEmployees' Retirement Plan o…$19MEssa Bank and Trust Pension PlanEssa Bank and Trust Pension …$19MArcelormittal Sales & Administration LLC Main Pension PlanArcelormittal Sales & Admini…$19MSt. Johnland Retirement Income PlanSt. Johnland Retirement Inco…$19MHay Benefits Practice Group Pension PlanHay Benefits Practice Group …$19M
End-of-year total assets ($M) among Essa Bank and Trust Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN240568185
Plan Effective Date1969-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Essa Bank and Trust)

Sponsor-wide plan assets over time

All Essa Bank and Trust plans reported in each filing year

Latest sponsor-wide plan assets
$65M 6.271549662444094% vs 2022
2024 filing year
$60M$62M$64M$66M 202220232024 $61.3M $65.2M ▲ +6.3%
Year Plans Participants Total Assets
2022 3 588 $61M
2023 3 587 $63M
2024 3 582 $65M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Essa Bank and Trust Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Essa Bank and Trust Pension Plan, Total assets ($B): 0.019423887 · Participants: 124Essa Bank and Trust Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Essa Bank and Trust Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Essa Bank and Trust Pension Plan side-by-side with 3 peers →

Essa Bank and Trust Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Employees' Retirement Plan of the Kensico Cemetery in NY ($19M); by covered participants it is Orthocarolina Cash Balance Pension Plan in NC (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Essa Bank and Trust Pension Plan assets move in 2023? ▼
Essa Bank and Trust Pension Plan grew at a solid clip - up 10.4% during 2023, from $18M to $19M. Reported net income was $2M.
How have Essa Bank and Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Essa Bank and Trust's sponsor-wide assets grew 6.3%, from $61M to $65M.
Which Defined Benefit (Pension) plans are similar in size to Essa Bank and Trust Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees' Retirement Plan of the Kensico Cemetery in NY ($19M, 48 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Essa Bank and Trust Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Orthocarolina Cash Balance Pension Plan in NC (124 participants, $31M 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 240568185.

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.