ESOP · DOL Form 5500 · 2024
Essa Bank & Trust ESOP
Data updated 2026-07-24
- $21M
- Total assets
- 221
- Participants
- 71st
- Percentile by assets
- $96,479
- Avg per participant
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.
- 71st percentile by assets (of 116,472 plans)
Coverage in Pennsylvania
Essa Bank & Trust Employee Stock Ownership Plan covers 221 participants in Pennsylvania, about 27% of the average Pennsylvania filer (state average ~824 per filing). Assets: $21M.
- $21M
- total plan assets (2024 EOY)
- 221
- covered participants
- 71st
- percentile by assets (of 116,472 plans)
- $96,479
- avg assets per participant
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.
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Essa Bank & Trust Employee Stock Ownership Plan reports 221 participants - about 27% of that state average ($21M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$660K |
| Employer EIN | 240568185 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Essa Bank & Trust)
| 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
- Wawa, Inc. Employee Stock Ownership Plan $5.5B · 37,745
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.8B · 544
- Centimark Corporation Employee Stock Ownership Plan and Trust $680M · 2,444
- D & H Employee Stock Ownership Plan $314M · 1,459
- Newage Industries, Inc. Employee Stock Ownership Plan $296M · 264
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Essa Bank & Trust Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Essa Bank & Trust Employee Stock Ownership Plan assets move in 2024? ▼
How have Essa Bank & Trust plan assets changed over time? ▼
Which ESOP plans are similar in size to Essa Bank & Trust Employee Stock Ownership Plan? ▼
Next read for Essa Bank & Trust Employee Stock Ownersh…
Filing takeaways
Ways to act on Essa Bank & Trust Employee Stock Ownership Plan's numbers.
- By total assets, Essa Bank & Trust Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Essa Bank & Trust's sponsor-wide assets have grown 6.3% since 2022 across 3 plan years on file. More Finance & Insurance plans
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.