ESOP · DOL Form 5500 · 2023

Huntingdon Valley Bank ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
100
Participants Small participant base
36th
Percentile by assets National rank
$31,532
Avg per participant Low balance/head
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Official DOL plan name: Huntingdon Valley Bank Employee Stock Ownership Plan · Sponsored by Huntingdon Valley Bank · Pennsylvania · Management of Enterprises

$3M in assets, 100 participants

Huntingdon Valley Bank's Huntingdon Valley Bank Employee Stock Ownership Plan reported $3M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #245 in Management of Enterprises (1,137 peers)

Coverage in Pennsylvania

Huntingdon Valley Bank Employee Stock Ownership Plan covers 100 participants in Pennsylvania, about 12% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#245
in Management of Enterprises (1,137 peers)
-36.2%
assets change YoY

Huntingdon Valley Bank Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers

Huntingdon Valley Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$3,153,181 36th percentile higher than 36% 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

Huntingdon Valley Bank Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Huntingdon Valley Bank Employee Stock Ownership Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Huntingdon Valley Bank Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to $206K in the plan year 2023 filing.
  • Huntingdon Valley Bank Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Huntingdon Valley Bank Employee Stock Ownership Plan reported participants rose from 84 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 230718025 · Huntingdon Valley Bank PY 2023 · ESOP

Huntingdon Valley Bank Employee Stock Ownership Plan · $3M · 100 · 36th

  • NET $3M
  • NET 100
  • NET 36th
  • NET ESOP
  • NET near National Automobile Club Employee Stock Ownership Plan
  • NET ind #245

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 →

Huntingdon Valley Bank Employee Stock Ownership Plan in the asset neighbourhood

Electro-Term, Inc. Employee Stock Ownership PlanElectro-Term, Inc. Employee …$3MTcg Builders, Inc. Employee Stock Ownership PlanTcg Builders, Inc. Employee …$3MHuntingdon Valley Bank Employee Stock Ownership PlanHuntingdon Valley Bank Emplo…$3MNational Automobile Club Employee Stock Ownership PlanNational Automobile Club Emp…$3MSalad Savoy Corporation Employee Stock Ownership Plan and TrustSalad Savoy Corporation Empl…$3M
End-of-year total assets ($M) among Huntingdon Valley 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)$5M
Net Assets (End of Year)$3M
Net Income$206K
Employer EIN230718025
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Huntingdon Valley Bank)

Sponsor-wide plan assets over time

All Huntingdon Valley Bank plans reported in each filing year

Latest sponsor-wide plan assets
$3M 78.16291736762257% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $11.5M $2.51M ▼ -78.2%
Year Plans Participants Total Assets
2022 2 226 $12M
2023 2 230 $3M
2024 1 N/A $3M

Nearby ESOP Plans in Pennsylvania

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

Huntingdon Valley Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Huntingdon Valley Bank Employee Stock Ownership Plan, Total assets ($B): 0.003153181 · Participants: 100Huntingdon Valley 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
Huntingdon Valley Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Huntingdon Valley Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is National Automobile Club Employee Stock Ownership Plan in CA ($3M); by covered participants it is Triple T Transport Employee Stock Ownership Plan in OH (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Huntingdon Valley Bank Employee Stock Ownership Plan assets move in 2023? ▼
Huntingdon Valley Bank Employee Stock Ownership Plan contracted severely - down 36.2% during 2023, from $5M to $3M. Reported net income was $206K.
How have Huntingdon Valley Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Huntingdon Valley Bank's sponsor-wide assets declined 78.2%, from $12M to $3M.
Which ESOP plans are similar in size to Huntingdon Valley Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is National Automobile Club Employee Stock Ownership Plan in CA ($3M, 33 participants).
Which ESOP plans cover a similar participant headcount to Huntingdon Valley Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Triple T Transport Employee Stock Ownership Plan in OH (100 participants, $137M 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 230718025.

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.