ESOP · DOL Form 5500 · 2023

Essa Bank & Trust ESOP

Data updated 2026-08-11

$22M
Total assets
214
Participants
75th
Percentile by assets
$104,351
Avg per participant
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Official DOL plan name: Essa Bank & Trust Employee Stock Ownership Plan · Sponsored by Essa Bank & Trust · Pennsylvania · Finance & Insurance

$22M in assets, 214 participants

Essa Bank & Trust's Essa Bank & Trust Employee Stock Ownership Plan reported $22M in total assets and 214 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • 75th percentile by assets (of 127,072 plans)
  • #5,481 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Essa Bank & Trust Employee Stock Ownership Plan covers 214 participants in Pennsylvania, about 26% of the average Pennsylvania filer (state average ~822 per filing). Assets: $22M.

$22M
total plan assets (2023 EOY)
214
covered participants
75th
percentile by assets (of 127,072 plans)
$104,351
avg assets per participant

The plan reported a net loss of $812K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Essa Bank & Trust Employee Stock Ownership Plan sits by total assets

Essa Bank & Trust Employee Stock Ownership Plan vs every filed plan by assets

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

$22,331,064 Top 25% higher than 75% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Essa Bank & Trust Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to -$812K in the plan year 2023 filing.
  • Essa Bank & Trust Employee Stock Ownership Plan end-of-year assets fell from $23M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Pennsylvania
Industry
Finance & Insurance

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Essa Bank & Trust Employee Stock Ownership Plan reports 214 participants - about 26% of that state average ($22M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$15M
Net Income-$812K
Employer EIN240568185
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Essa Bank & Trust)

$60M$62M$64M$66M 202220232024 $61.3M $65.2M ▲ +6.3%
Total plan assets by year, all Essa Bank & Trust plans on file
Year Plans Participants Total Assets
2022 3 588 $61M
2023 3 587 $63M
2024 3 582 $65M

Nearby ESOP Plans in Pennsylvania

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

Essa Bank & Trust Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Essa Bank & Trust Em…, Total assets ($B): 0.022331064 · Participants: 214Essa Bank & Trust Em…Wawa, Inc. Employee …, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee …Bradford White Corpo…, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corpo…Centimark Corporatio…, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporatio…Sheetz, Inc. Employe…, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employe…D & H Employee Stock…, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock…
Essa Bank & Trust Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Essa Bank & Trust Employee Stock Ownersh… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Essa Bank & Trust Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Essa Bank & Trust Employee Stock Ownership Plan assets move in 2023? ▼
Essa Bank & Trust Employee Stock Ownership Plan edged down modestly - down 4.9% during 2023, from $23M to $22M. Reported net income was -$812K.
How have Essa Bank & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Essa Bank & Trust's sponsor-wide assets grew 6.3%, from $61M to $65M.
Where does Essa Bank & Trust Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Essa Bank & Trust Employee Stock Ownership Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Essa Bank & Trust Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Employee Stock Ownership Plan of Lawrence Companies, Inc. in VA ($22M, 242 participants).

Next read for Essa Bank & Trust Employee Stock Ownersh…

Filing takeaways

Ways to act on Essa Bank & Trust Employee Stock Ownership Plan's numbers.

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.