ESOP · DOL Form 5500 · 2024

Pennian Bank ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
123
Participants Small participant base
29th
Percentile by assets National rank
$15,765
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pennian Bank Employee Stock Ownership Plan · Sponsored by Pennian Bank · Pennsylvania · Finance & Insurance

$2M in assets, 123 participants

Pennian Bank's Pennian Bank Employee Stock Ownership Plan reported $2M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,557 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Pennian Bank Employee Stock Ownership Plan covers 123 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.

#1,557
in Finance & Insurance (8,549 peers)
+3.6%
assets growth YoY

Pennian Bank Employee Stock Ownership Plan among the smaller filed plans by assets

Pennian Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$1,939,113 29th percentile higher than 29% 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

Pennian Bank Employee Stock Ownership Plan 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. Pennian Bank Employee Stock Ownership Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pennian Bank Employee Stock Ownership Plan reported net income rose from $12K in the plan year 2023 filing to $66K in the plan year 2024 filing.
  • Pennian Bank Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 230873877 · Pennian Bank PY 2024 · ESOP

Pennian Bank Employee Stock Ownership Plan · $2M · 123 · 29th

  • IND $2M
  • IND 123
  • IND 29th
  • IND ESOP
  • IND near Fabricators, Inc. Employee Stock Ownership Plan
  • IND ind #1557

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 →

Pennian Bank Employee Stock Ownership Plan in the asset neighbourhood

Pennian Bank Employee Stock Ownership PlanPennian Bank Employee Stock …$2MFabricators, Inc. Employee Stock Ownership PlanFabricators, Inc. Employee S…$2MTransworld, Inc. Employee Stock Ownership PlanTransworld, Inc. Employee St…$2MDevita & Associates, Inc. Employee Stock Ownership PlanDevita & Associates, Inc. Em…$2MInfinity Communications & Consulting, Inc. Employee Stock Ownership PlanInfinity Communications & Co…$2M
End-of-year total assets ($M) among Pennian Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$66K
Employer EIN230873877
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennian Bank)

Sponsor-wide plan assets over time

All Pennian Bank plans reported in each filing year

Latest sponsor-wide plan assets
$13M 29.906392077655475% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10.2M $13.2M ▲ +29.9%
Year Plans Participants Total Assets
2022 2 238 $10M
2023 2 251 $12M
2024 2 245 $13M

Nearby ESOP Plans in Pennsylvania

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

Pennian Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Pennian Bank Employee Stock Ownership Plan, Total assets ($B): 0.001939113 · Participants: 123Pennian 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
Pennian Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Pennian Bank Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Fabricators, Inc. Employee Stock Ownership Plan in IA ($2M); by covered participants it is Pems Employee Stock Ownership Plan in MI (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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.

Frequently Asked Questions

How did Pennian Bank Employee Stock Ownership Plan assets move in 2024? ▼
Pennian Bank Employee Stock Ownership Plan edged up modestly - up 3.6% during 2024, from $2M to $2M. Reported net income was $66K.
How have Pennian Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennian Bank's sponsor-wide assets grew 29.9%, from $10M to $13M.
Which ESOP plans are similar in size to Pennian Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fabricators, Inc. Employee Stock Ownership Plan in IA ($2M, 18 participants).
Which ESOP plans cover a similar participant headcount to Pennian Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pems Employee Stock Ownership Plan in MI (123 participants, $40M 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 230873877.

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.