ESOP · DOL Form 5500 · 2024
Wvs Financial Corp. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $138,291
- Avg per participant Near avg balance/head
Official DOL plan name: Wvs Financial Corp. Employee Stock Ownership Plan · Sponsored by Wvs Financial Corp. · Pennsylvania · Management of Enterprises
$3M in assets, 24 participants
Wvs Financial Corp.'s Wvs Financial Corp. Employee Stock Ownership Plan reported $3M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #276 in Management of Enterprises (1,133 peers)
Wvs Financial Corp. multi-year trail
Wvs Financial Corp.'s plans moved -13.8% in assets from 2022 to 2024; this filing shows Wvs Financial Corp. Employee Stock Ownership Plan at $3M / 24 participants.
- #276
- in Management of Enterprises (1,133 peers)
- -1.8%
- assets change YoY
Wvs Financial Corp. Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers
Wvs Financial Corp. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,318,992 35th percentile higher than 35% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Wvs Financial Corp. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wvs Financial Corp. Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wvs Financial Corp. Employee Stock Ownership Plan reported net income rose from -$383K in the plan year 2023 filing to $16K in the plan year 2024 filing.
- Wvs Financial Corp. Employee Stock Ownership Plan reported participants fell from 25 in the plan year 2023 filing to 24 in the plan year 2024 filing.
- Wvs Financial Corp. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 251710500 · Wvs Financial Corp. PY 2024 · ESOP
Wvs Financial Corp. Employee Stock Ownership Plan · $3M · 24 · 35th
- NET $3M
- BOOK 24
- VS-ST 35th
- BOY ESOP
- SCH near Reese Central Wholesale, Inc. Employee Stock Ownership Plan
- EBSA ind #276
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 →
Wvs Financial Corp. Employee Stock Ownership Plan in the asset neighbourhood
Wvs Financial Corp. multi-year asset trail
Sponsor-wide plan assets over time
All Wvs Financial Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 13.767083265239737% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $4M |
| 2023 | 1 | 25 | $3M |
| 2024 | 1 | 24 | $3M |
Wvs Financial Corp. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $16K |
| Employer EIN | 251710500 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Wawa, Inc. Employee Stock Ownership Plan $5.5B · 37,745
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.8B · 544
- Sheetz, Inc. Employee Stock Ownership Plan $721M · 14,939
- Centimark Corporation Employee Stock Ownership Plan and Trust $680M · 2,444
- D & H Employee Stock Ownership Plan $314M · 1,459
Wvs Financial Corp. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Pennsylvania, the nearest ESOP by assets is Reese Central Wholesale, Inc. Employee Stock Ownership Plan in IN ($3M); by covered participants it is Southern Rubber Company, Inc. Employee Stock Ownership Plan in NC (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
- Southern Rubber Company, Inc. Employee Stock Ownership Plan (NC) 24 · 0 off
- Panhandle Implement Company, Inc. Employee Stock Ownership Plan (TX) 24 · 0 off
- Panhandle Implement Company, Inc. Employee Stock Ownership Plan (TX) 24 · 0 off
- Muller Construction Supply, Inc. Employee Stock Ownership Plan (CA) 24 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.