ESOP · DOL Form 5500 · 2024

William Penn Bank ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
83
Participants Small participant base
60th
Percentile by assets National rank
$149,899
Avg per participant Above avg balance/head
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Official DOL plan name: William Penn Bank Employee Stock Ownership Plan · Sponsored by William Penn Bank · Pennsylvania · Finance & Insurance

$12M in assets, 83 participants

William Penn Bank's William Penn Bank Employee Stock Ownership Plan reported $12M in total assets and 83 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,794 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

William Penn Bank Employee Stock Ownership Plan holds $12M for 83 participants - about $149,899 per participant, above the median plan by assets.

#3,794
in Finance & Insurance (8,549 peers)
-2.2%
assets change YoY

William Penn Bank Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

William Penn Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$12,441,657 Top 40% higher than 60% 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

William Penn Bank Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William Penn Bank Employee Stock Ownership Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • William Penn Bank Employee Stock Ownership Plan reported net income fell from $73K in the plan year 2023 filing to $14K in the plan year 2024 filing.
  • William Penn Bank Employee Stock Ownership Plan reported participants rose from 77 in the plan year 2023 filing to 83 in the plan year 2024 filing.
  • William Penn Bank Employee Stock Ownership Plan end-of-year assets fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 230953930 · William Penn Bank PY 2024 · ESOP

William Penn Bank Employee Stock Ownership Plan · $12M · 83 · 60th

  • 5500 $12M
  • 5500 83
  • 5500 60th
  • 5500 ESOP
  • 5500 near Dynamic Resources, Inc. Employee Stock Ownership Plan
  • 5500 ind #3794

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 →

William Penn Bank Employee Stock Ownership Plan in the asset neighbourhood

Latitude Corp. Employee Stock Ownership PlanLatitude Corp. Employee Stoc…$12MBenning Construction Company Employee Stock Ownership PlanBenning Construction Company…$12MWilliam Penn Bank Employee Stock Ownership PlanWilliam Penn Bank Employee S…$12MDynamic Resources, Inc. Employee Stock Ownership PlanDynamic Resources, Inc. Empl…$12MHjd Capital Electric, Inc. Employee Stock Ownership PlanHjd Capital Electric, Inc. E…$12M
End-of-year total assets ($M) among William Penn Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$3M
Net Income$14K
Employer EIN230953930
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William Penn Bank)

Sponsor-wide plan assets over time

All William Penn Bank plans reported in each filing year

Latest sponsor-wide plan assets
$24M 9.25266920289255% vs 2022
2024 filing year
$21M$22M$23M$24M 202220232024 $21.7M $23.7M ▲ +9.2%
Year Plans Participants Total Assets
2022 2 192 $22M
2023 2 187 $22M
2024 2 173 $24M

Nearby ESOP Plans in Pennsylvania

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

William Penn Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants William Penn Bank Employee Stock Ownership Plan, Total assets ($B): 0.012441657 · Participants: 83William Penn Bank 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
William Penn Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare William Penn Bank Employee Stock Ownership Plan side-by-side with 3 peers →

William Penn Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Dynamic Resources, Inc. Employee Stock Ownership Plan in NY ($12M); by covered participants it is Sgh Redglaze Holdings, Inc. Employee Stock Ownership Plan in NE (83 participants). Same-state nearby plans are listed separately above.

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 William Penn Bank Employee Stock Ownership Plan assets move in 2024? ▼
William Penn Bank Employee Stock Ownership Plan edged down modestly - down 2.2% during 2024, from $13M to $12M. Reported net income was $14K.
How have William Penn Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Penn Bank's sponsor-wide assets grew 9.3%, from $22M to $24M.
Which ESOP plans are similar in size to William Penn Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dynamic Resources, Inc. Employee Stock Ownership Plan in NY ($12M, 43 participants).
Which ESOP plans cover a similar participant headcount to William Penn Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sgh Redglaze Holdings, Inc. Employee Stock Ownership Plan in NE (83 participants, $27M 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 230953930.

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.