ESOP · DOL Form 5500 · 2024
William Penn Bank ESOP
Data updated 2026-08-11
- $12M
- Total assets
- 83
- Participants
- 60th
- Percentile by assets
- $149,899
- Avg per participant
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.
- 60th percentile by assets (of 123,622 plans)
- #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.
- $12M
- total plan assets (2024 EOY)
- 83
- covered participants
- 60th
- percentile by assets (of 123,622 plans)
- $149,899
- avg assets per participant
Where William Penn Bank Employee Stock Ownership Plan sits by total assets
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
ESOP filing for William Penn Bank Employee Stock Ownership Plan
ESOP filing for plan year 2024: EIN 230953930 ; effective since 2008-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $14K |
| Employer EIN | 230953930 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (William Penn Bank)
| 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.
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to William Penn Bank Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did William Penn Bank Employee Stock Ownership Plan assets move in 2024? ▼
How have William Penn Bank plan assets changed over time? ▼
Which ESOP plans are similar in size to William Penn Bank Employee Stock Ownership Plan? ▼
Next read for William Penn Bank Employee Stock Ownersh…
Filing takeaways
Ways to act on William Penn Bank Employee Stock Ownership Plan's numbers.
- By total assets, William Penn Bank 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
- William Penn Bank's sponsor-wide assets have grown 9.3% since 2022 across 3 plan years on file. More Finance & Insurance plans