ESOP · DOL Form 5500 · 2022

Huntingdon Valley Bank ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
84
Participants Small participant base
50th
Percentile by assets National rank
$58,821
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

$5M in assets, 84 participants

Huntingdon Valley Bank's Huntingdon Valley Bank Employee Stock Ownership Plan reported $5M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #369 in Management of Enterprises (1,193 peers)

Huntingdon Valley Bank multi-year trail

Huntingdon Valley Bank's plans moved -78.2% in assets from 2022 to 2024; this filing shows Huntingdon Valley Bank Employee Stock Ownership Plan at $5M / 84 participants.

#369
in Management of Enterprises (1,193 peers)
+29.7%
assets growth 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 2022 · DOL Form 5500

$4,940,946 Top 50% higher than 50% of 139,123 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 2022

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

Plan-year 2022 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 (84 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 230718025 · Huntingdon Valley Bank PY 2022 · ESOP

Huntingdon Valley Bank Employee Stock Ownership Plan · $5M · 84 · 50th

  • EBSA $5M
  • EBSA 84
  • EBSA 50th
  • EBSA ESOP
  • EBSA near Applied Earthworks Inc. Employee Stock Ownership Plan
  • EBSA ind #369

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

Huntingdon Valley Bank Employee Stock Ownership PlanHuntingdon Valley Bank Emplo…$5MApplied Earthworks Inc. Employee Stock Ownership PlanApplied Earthworks Inc. Empl…$5MFeather & Fur Animal Hospital, Inc. ESOPFeather & Fur Animal Hospita…$5MCafl Employee Stock Ownership PlanCafl Employee Stock Ownershi…$5MWilcox Employee Stock Ownership PlanWilcox Employee Stock Owners…$5M
End-of-year total assets ($M) among Huntingdon Valley Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Huntingdon Valley Bank multi-year asset trail

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

Huntingdon Valley Bank filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN230718025
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

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. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Huntingdon Valley Bank Employee Stock Ownership Plan, Total assets ($B): 0.004940946 · Participants: 84Huntingdon Valley Bank Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. 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 Applied Earthworks Inc. Employee Stock Ownership Plan in CA ($5M); by covered participants it is Floturn, Inc Employee Stock Ownership Plan in OH (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. 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 2022? ▼
Huntingdon Valley Bank Employee Stock Ownership Plan grew sharply - up 29.7% during 2022, from $4M to $5M. Reported net income was $1M.
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 Applied Earthworks Inc. Employee Stock Ownership Plan in CA ($5M, 59 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 Floturn, Inc Employee Stock Ownership Plan in OH (84 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

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.