ESOP · DOL Form 5500 · 2023

Pennian Bank ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
124
Participants Small participant base
30th
Percentile by assets National rank
$15,100
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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

$2M in assets, 124 participants

Pennian Bank's Pennian Bank Employee Stock Ownership Plan reported $2M in total assets and 124 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.

  • #1,783 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Pennian Bank Employee Stock Ownership Plan covers 124 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.

#1,783
in Finance & Insurance (8,869 peers)
+0.7%
assets growth YoY

Pennian Bank Employee Stock Ownership Plan among the smaller filed plans by assets

Pennian Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$1,872,363 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

Pennian Bank 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. Pennian Bank Employee Stock Ownership Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pennian Bank Employee Stock Ownership Plan reported net income fell from $218K in the plan year 2022 filing to $12K in the plan year 2023 filing.
  • Pennian Bank Employee Stock Ownership Plan reported participants rose from 122 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 230873877 · Pennian Bank PY 2023 · ESOP

Pennian Bank Employee Stock Ownership Plan · $2M · 124 · 30th

  • EIN $2M
  • RANK 124
  • PHOTO 30th
  • IND ESOP
  • EOY near Campbell Company Employee Stock Ownership Plan & Trust
  • 5500 ind #1783

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 →

Pennian Bank Employee Stock Ownership Plan in the asset neighbourhood

West Coast Lighting & Energy, Inc. Employee Stock Ownership PlanWest Coast Lighting & Energy…$2MPennian Bank Employee Stock Ownership PlanPennian Bank Employee Stock …$2MCampbell Company Employee Stock Ownership Plan & TrustCampbell Company Employee St…$2MBoettcher Supply, Inc. Employee Stock Ownership PlanBoettcher Supply, Inc. Emplo…$2MShoestring Valley Holdings, Inc. Employee Stock Ownership PlanShoestring Valley Holdings, …$2M
End-of-year total assets ($M) among Pennian Bank 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)$2M
Net Income$12K
Employer EIN230873877
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennian Bank)

Sponsor-wide plan assets over time

All Pennian Bank plans reported in each filing year

Latest sponsor-wide plan assets
$13M 29.906392077655475% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10.2M $13.2M ▲ +29.9%
Year Plans Participants Total Assets
2022 2 238 $10M
2023 2 251 $12M
2024 2 245 $13M

Nearby ESOP Plans in Pennsylvania

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

Pennian Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Pennian Bank Employee Stock Ownership Plan, Total assets ($B): 0.001872363 · Participants: 124Pennian Bank 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
Pennian Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Pennian Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Campbell Company Employee Stock Ownership Plan & Trust in ID ($2M); by covered participants it is Georgia Theatre Company Employee Stock Ownership Plan in GA (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 Pennian Bank Employee Stock Ownership Plan assets move in 2023? ▼
Pennian Bank Employee Stock Ownership Plan held essentially flat - up 0.7% during 2023, from $2M to $2M. Reported net income was $12K.
How have Pennian Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennian Bank's sponsor-wide assets grew 29.9%, from $10M to $13M.
Which ESOP plans are similar in size to Pennian Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Campbell Company Employee Stock Ownership Plan & Trust in ID ($2M, 40 participants).
Which ESOP plans cover a similar participant headcount to Pennian Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Georgia Theatre Company Employee Stock Ownership Plan in GA (124 participants, $5M 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 230873877.

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.