ESOP · DOL Form 5500 · 2023

Essa Bank & Trust ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
214
Participants Below avg headcount
75th
Percentile by assets National rank
$104,351
Avg per participant Below avg balance/head
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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.

  • #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.

#5,481
in Finance & Insurance (8,869 peers)
-4.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Essa Bank & Trust Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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 & Trust 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. Essa Bank & Trust Employee Stock Ownership Plan sits mid-pack in the medium band (214 participants).

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 →

EBSA filing schedule strip

Filing strip 240568185 · Essa Bank & Trust PY 2023 · ESOP

Essa Bank & Trust Employee Stock Ownership Plan · $22M · 214 · 75th

  • VS-ST $22M
  • VS-ST 214
  • VS-ST 75th
  • VS-ST ESOP
  • VS-ST near Employee Stock Ownership Plan of Lawrence Companies, Inc.
  • VS-ST ind #5481

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 →

Essa Bank & Trust Employee Stock Ownership Plan in the asset neighbourhood

Island Pacific Distributors, Inc Employee Stock Ownership PlanIsland Pacific Distributors,…$22MDks Associates Employee Stock Ownership Plan & TrustDks Associates Employee Stoc…$22MEmployee Stock Ownership Plan of Lawrence Companies, Inc.Employee Stock Ownership Pla…$22MEssa Bank & Trust Employee Stock Ownership PlanEssa Bank & Trust Employee S…$22MLvc Employee Stock Ownership PlanLvc Employee Stock Ownership…$22M
End-of-year total assets ($M) among Essa Bank & Trust Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Essa Bank & 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 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 ($B) Participants Essa Bank & Trust Employee Stock Ownership Plan, Total assets ($B): 0.022331064 · Participants: 214Essa Bank & Trust 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
Essa Bank & Trust Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Essa Bank & Trust Employee Stock Ownership Plan side-by-side with 3 peers →

Essa Bank & Trust Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Employee Stock Ownership Plan of Lawrence Companies, Inc. in VA ($22M); by covered participants it is Commonwealth Holdings, Inc. Employee Stock Ownership Plan in NE (214 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (214 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 & 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).
Which ESOP plans cover a similar participant headcount to Essa Bank & Trust Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Commonwealth Holdings, Inc. Employee Stock Ownership Plan in NE (214 participants, $148M 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.