401(k) · DOL Form 5500 · 2024

Essa Bank & Trust 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
246
Participants Below avg headcount
73rd
Percentile by assets National rank
$93,914
Avg per participant Below avg balance/head
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Official DOL plan name: Essa Bank & Trust 401(k) Plan · Sponsored by Essa Bank & Trust · Pennsylvania · Finance & Insurance

$23M in assets, 246 participants

Essa Bank & Trust's Essa Bank & Trust 401(k) Plan reported $23M in total assets and 246 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,039 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Essa Bank & Trust 401(k) Plan covers 246 participants in Pennsylvania, about 30% of the average Pennsylvania filer (state average ~822 per filing). Assets: $23M.

#5,039
in Finance & Insurance (8,549 peers)
+9.5%
assets growth YoY

Essa Bank & Trust 401(k) Plan's outsized position by total assets

Essa Bank & Trust 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$23,102,741 Top 27% higher than 73% of 123,620 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 2024

Essa Bank & Trust 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Essa Bank & Trust 401(k) Plan sits mid-pack in the medium band (246 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Essa Bank & Trust 401(k) Plan reported net income rose from $851K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Essa Bank & Trust 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Essa Bank & Trust 401(k) Plan reported participants fell from 249 in the plan year 2023 filing to 246 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 240568185 · Essa Bank & Trust PY 2024 · 401(k)

Essa Bank & Trust 401(k) Plan · $23M · 246 · 73rd

  • TYPE $23M
  • NET 246
  • BOOK 73rd
  • VS-ST 401(k)
  • BOY near Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan
  • SCH ind #5039

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Essa Bank & Trust 401(k) Plan in the asset neighbourhood

Baker Boy, Inc. 401(k) Profit Sharing PlanBaker Boy, Inc. 401(k) Profi…$23MEssa Bank & Trust 401(k) Plan$23MKay & Associates, Inc. Profit Sharing & Retirement Savings PlanKay & Associates, Inc. Profi…$23MThe Sobrato Organization 401(k) Savings PlanThe Sobrato Organization 401…$23MConterra Ultra Broadband, LLC 401(k) PlanConterra Ultra Broadband, LL…$23M
End-of-year total assets ($M) among Essa Bank & Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN240568185
Plan Effective Date1985-12-01
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 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Essa Bank & Trust 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Essa Bank & Trust 401(k) Plan, Total assets ($B): 0.023102741 · Participants: 246Essa Bank & Trust 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Essa Bank & Trust 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Essa Bank & Trust 401(k) Plan side-by-side with 3 peers →

Essa Bank & Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan in IL ($23M); by covered participants it is Russ' Restaurants Savings and Retirement Plan in MI (246 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (246 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Essa Bank & Trust 401(k) Plan assets move in 2024? ▼
Essa Bank & Trust 401(k) Plan grew at a solid clip - up 9.5% during 2024, from $21M to $23M. Reported net income was $2M.
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.
Which 401(k) plans are similar in size to Essa Bank & Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan in IL ($23M, 1,222 participants).
Which 401(k) plans cover a similar participant headcount to Essa Bank & Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Russ' Restaurants Savings and Retirement Plan in MI (246 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.