Other
2024 plan-year Other DOL Form 5500

HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

HONAT BANCORP, INC.

This Other plan holds $31M in total assets and serves 151 participants as of 2024. It is sponsored by HONAT BANCORP, INC. in Pennsylvania. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$31M
Participants
151
State
Industry
Finance & Insurance

What the Filing Says About HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS

HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS is a Other retirement plan sponsored by HONAT BANCORP, INC., headquartered in Pennsylvania. As of the 2024 Form 5500 filing, the plan reports $31M in total end-of-year assets and covers 151 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 236758504, and the plan has been effective since 1985-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $29M at the beginning of 2024 to $31M at year-end — a gain of 6.1%. Net assets (after liabilities) closed the year at $31M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$29M
Total Assets (End of Year)$31M
Net Assets (End of Year)$31M
Net Income$2M
Plan TypeOther
Employer EIN236758504
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (HONAT BANCORP, INC.)

Year Plans Participants Total Assets
2022 1 145 $29M
2023 1 153 $29M
2024 1 151 $31M

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Frequently Asked Questions

How much money is in the HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS?
As of the 2024 Form 5500 filing, HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS holds $31M in total assets with 151 participants. It is sponsored by HONAT BANCORP, INC..
What type of plan is HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS?
HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS is a Other plan. It has been effective since 1985-01-01. The plan is filed with the U.S. Department of Labor under EIN 236758504.
Who sponsors the HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS?
HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS is sponsored by HONAT BANCORP, INC., located in Pennsylvania. The sponsor's EIN is 236758504 and the plan operates in the Finance & Insurance industry.
How did HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS perform in 2024?
HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS grew by 6.1% during 2024, moving from $29M to $31M in total assets. Net income was $2M.
Where can I find official filings for HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS?
Official Form 5500 filings for HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 236758504 or plan name at efast.dol.gov.
How does HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS compare to other plans?
You can compare HONAT BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS against other Other plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 236758504.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.