ESSA BANK & TRUST EMPLOYEE STOCK OWNERSHIP PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
ESSA BANK & TRUST
This Other plan holds $22M in total assets and serves 214 participants as of 2023. It is sponsored by ESSA BANK & TRUST in Pennsylvania. The plan reported a net loss of $812K for the year.
What the Filing Says About ESSA BANK & TRUST EMPLOYEE STOCK OWNERSHIP PLAN
ESSA BANK & TRUST EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by ESSA BANK & TRUST, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $22M in total end-of-year assets and covers 214 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 240568185, and the plan has been effective since 2007-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $23M at the beginning of 2023 to $22M at year-end — a decline of 4.9%. Net assets (after liabilities) closed the year at $15M, with reported net income of $-812,216 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $23M |
| Total Assets (End of Year) | $22M |
| Net Assets (End of Year) | $15M |
| Net Income | $-812,216 |
| Plan Type | Other |
| Employer EIN | 240568185 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ESSA BANK & TRUST)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 588 | $61M |
| 2023 | 3 | 587 | $63M |
| 2024 | 3 | 582 | $65M |
Nearby Other Plans in Pennsylvania
Peer Other plans — same state, same plan type — ranked by total assets.
- NATIONAL ELEVATOR INDUSTRY PENSION PLAN $11.2B · 27,434
- WAWA, INC. EMPLOYEE STOCK OWNERSHIP PLAN $5.3B · 42,695
- EASTERN ATLANTIC STATES CARPENTERS PENSION FUND $4.7B · 11,775
- THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN $3.1B · 41,942
- GLAXOSMITHKLINE CASH BALANCE PENSION PLAN $2.9B · 8,441
Related Data
Guides
Frequently Asked Questions
How much money is in the ESSA BANK & TRUST EMPLOYEE STOCK OWNERSHIP PLAN? ▼
What type of plan is ESSA BANK & TRUST EMPLOYEE STOCK OWNERSHIP PLAN? ▼
Who sponsors the ESSA BANK & TRUST EMPLOYEE STOCK OWNERSHIP PLAN? ▼
How did ESSA BANK & TRUST EMPLOYEE STOCK OWNERSHIP PLAN perform in 2023? ▼
Where can I find official filings for ESSA BANK & TRUST EMPLOYEE STOCK OWNERSHIP PLAN? ▼
How does ESSA BANK & TRUST EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans? ▼
Explore PlainRetire
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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.