ESOP · DOL Form 5500 · 2024
Honat Bancorp, Inc. ESOP
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 151
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $205,353
- Avg per participant Above avg balance/head
Official DOL plan name: Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions · Sponsored by Honat Bancorp, Inc. · Pennsylvania · Finance & Insurance
$31M in assets, 151 participants
Honat Bancorp, Inc.'s Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions reported $31M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #5,596 in Finance & Insurance (8,549 peers)
Coverage in Pennsylvania
Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions covers 151 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $31M.
- #5,596
- in Finance & Insurance (8,549 peers)
- +6.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions's outsized position by total assets
Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,008,288 Top 22% higher than 78% 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
Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions 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. Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions sits mid-pack in the medium band (151 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions reported net income rose from $538K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions end-of-year assets rose from $29M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions reported participants fell from 153 in the plan year 2023 filing to 151 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 236758504 · Honat Bancorp, Inc. PY 2024 · ESOP
Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions · $31M · 151 · 78th
- PCT $31M
- PCT 151
- PCT 78th
- PCT ESOP
- PCT near Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation
- PCT ind #5596
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 →
Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $2M |
| Employer EIN | 236758504 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Honat Bancorp, Inc.)
Sponsor-wide plan assets over time
All Honat Bancorp, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 8.10262207084463% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 145 | $29M |
| 2023 | 1 | 153 | $29M |
| 2024 | 1 | 151 | $31M |
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
Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions's out-of-state ESOP peers by assets and headcount
Outside Pennsylvania, the nearest ESOP by assets is Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation in FL ($31M); by covered participants it is Boston Barricade Holdings, Inc. Employee Stock Ownership Plan in FL (151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation (FL) $31M · 64
- Kimberlite Corporation Employee Stock Ownership Plan (CA) $31M · 112
- Silver Star Construction Company, Inc. Stock Bonus Employee Ownership Plan and Trust (OK) $31M · 223
- Collaborative Testing Services, Inc. Employee Stock Ownership Plan (VA) $31M · 23
Similar participant headcount
Nearest other-state filings by covered participants (151 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.