ESOP · DOL Form 5500 · 2024

Essa Bank & Trust ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
221
Participants Below avg headcount
71st
Percentile by assets National rank
$96,479
Avg per participant Below avg balance/head
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Official DOL plan name: Essa Bank & Trust Employee Stock Ownership Plan · Sponsored by Essa Bank & Trust · Pennsylvania · Finance & Insurance

$21M in assets, 221 participants

Essa Bank & Trust's Essa Bank & Trust Employee Stock Ownership Plan reported $21M in total assets and 221 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,862 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Essa Bank & Trust Employee Stock Ownership Plan covers 221 participants in Pennsylvania, about 27% of the average Pennsylvania filer (state average ~822 per filing). Assets: $21M.

#4,862
in Finance & Insurance (8,549 peers)
-4.5%
assets change YoY

The plan reported a net loss of $660K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Essa Bank & Trust Employee Stock Ownership Plan's outsized position by total assets

Essa Bank & Trust Employee Stock Ownership Plan vs every filed plan by assets

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

$21,321,962 Top 29% higher than 71% 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 Employee Stock Ownership 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 Employee Stock Ownership Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Essa Bank & Trust Employee Stock Ownership Plan reported net income rose from -$812K in the plan year 2023 filing to -$660K in the plan year 2024 filing.
  • Essa Bank & Trust Employee Stock Ownership Plan end-of-year assets fell from $22M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Essa Bank & Trust Employee Stock Ownership Plan reported participants rose from 214 in the plan year 2023 filing to 221 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 240568185 · Essa Bank & Trust PY 2024 · ESOP

Essa Bank & Trust Employee Stock Ownership Plan · $21M · 221 · 71st

  • BOY $21M
  • SCH 221
  • EBSA 71st
  • PART ESOP
  • TYPE near Phoenix International Holdings, Inc. Employee Stock Ownership Plan
  • NET ind #4862

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 →

Essa Bank & Trust Employee Stock Ownership Plan in the asset neighbourhood

Vergith Contracting Company Employee Stock Ownership PlanVergith Contracting Company …$21MEssa Bank & Trust Employee Stock Ownership PlanEssa Bank & Trust Employee S…$21MPhoenix International Holdings, Inc. Employee Stock Ownership PlanPhoenix International Holdin…$21MMcfarland-Johnson, Inc. Employee Stock Ownership PlanMcfarland-Johnson, Inc. Empl…$21MDowling Corporation Employee Stock Ownership PlanDowling Corporation Employee…$21M
End-of-year total assets ($M) among Essa Bank & Trust Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$14M
Net Income-$660K
Employer EIN240568185
Plan Effective Date2007-01-01
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 ESOP Plans in Pennsylvania

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

Essa Bank & Trust Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Essa Bank & Trust Employee Stock Ownership Plan, Total assets ($B): 0.021321962 · Participants: 221Essa Bank & Trust Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Essa Bank & Trust Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Essa Bank & Trust Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Phoenix International Holdings, Inc. Employee Stock Ownership Plan in MD ($21M); by covered participants it is Holloman Corporation Employee Stock Ownership Plan in TX (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 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 Employee Stock Ownership Plan assets move in 2024? ▼
Essa Bank & Trust Employee Stock Ownership Plan edged down modestly - down 4.5% during 2024, from $22M to $21M. Reported net income was -$660K.
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 ESOP plans are similar in size to Essa Bank & Trust Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Phoenix International Holdings, Inc. Employee Stock Ownership Plan in MD ($21M, 148 participants).
Which ESOP plans cover a similar participant headcount to Essa Bank & Trust Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Holloman Corporation Employee Stock Ownership Plan in TX (221 participants, $72M 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.