Defined Benefit (Pension) · DOL Form 5500 · 2024

Essa Bank and Trust Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
115
Participants Small participant base
71st
Percentile by assets National rank
$180,450
Avg per participant Above avg balance/head
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Official DOL plan name: Essa Bank and Trust Pension Plan · Sponsored by Essa Bank and Trust · Pennsylvania · Finance & Insurance

$21M in assets, 115 participants

Essa Bank and Trust's Essa Bank and Trust Pension Plan reported $21M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,805 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Essa Bank and Trust Pension Plan covers 115 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $21M.

#4,805
in Finance & Insurance (8,549 peers)
+6.8%
assets growth YoY

Essa Bank and Trust Pension Plan's outsized position by total assets

Essa Bank and Trust Pension Plan vs every filed plan by assets

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

$20,751,784 Top 29% higher than 71% 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

Essa Bank and Trust Pension 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. Essa Bank and Trust Pension Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Essa Bank and Trust Pension Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Essa Bank and Trust Pension Plan reported participants fell from 124 in the plan year 2023 filing to 115 in the plan year 2024 filing.
  • Essa Bank and Trust Pension Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 240568185 · Essa Bank and Trust PY 2024 · Defined Benefit (Pension)

Essa Bank and Trust Pension Plan · $21M · 115 · 71st

  • EBSA $21M
  • PART 115
  • TYPE 71st
  • NET Defined Benefit (Pension)
  • BOOK near Tidelands Oil Production Company Employees' Pension Plan
  • VS-ST ind #4805

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Essa Bank and Trust Pension Plan in the asset neighbourhood

Virco Mfg. Corporation Employees Retirement PlanVirco Mfg. Corporation Emplo…$21MInternational Union of Bricklayers and Allied Craftsmen Local #8 Pension PlanInternational Union of Brick…$21MEssa Bank and Trust Pension PlanEssa Bank and Trust Pension …$21MTidelands Oil Production Company Employees' Pension PlanTidelands Oil Production Com…$21MMesser Cutting Systems, Inc. Pension PlanMesser Cutting Systems, Inc.…$21M
End-of-year total assets ($M) among Essa Bank and Trust Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$1M
Employer EIN240568185
Plan Effective Date1969-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Essa Bank and Trust)

Sponsor-wide plan assets over time

All Essa Bank and Trust plans reported in each filing year

Latest sponsor-wide plan assets
$65M 6.271549662444094% vs 2022
2024 filing year
$60M$62M$64M$66M 202220232024 $61.3M $65.2M ▲ +6.3%
Year Plans Participants Total Assets
2022 3 588 $61M
2023 3 587 $63M
2024 3 582 $65M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Essa Bank and Trust Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Essa Bank and Trust Pension Plan, Total assets ($B): 0.020751784 · Participants: 115Essa Bank and Trust Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Essa Bank and Trust Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Essa Bank and Trust Pension Plan side-by-side with 3 peers →

Essa Bank and Trust Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Tidelands Oil Production Company Employees' Pension Plan in CA ($21M); by covered participants it is Noble Services Company LLC Hourly Employees' Retirement Plan in TX (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Essa Bank and Trust Pension Plan assets move in 2024? ▼
Essa Bank and Trust Pension Plan grew at a solid clip - up 6.8% during 2024, from $19M to $21M. Reported net income was $1M.
How have Essa Bank and Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Essa Bank and Trust's sponsor-wide assets grew 6.3%, from $61M to $65M.
Which Defined Benefit (Pension) plans are similar in size to Essa Bank and Trust Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tidelands Oil Production Company Employees' Pension Plan in CA ($21M, 63 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Essa Bank and Trust Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Noble Services Company LLC Hourly Employees' Retirement Plan in TX (115 participants, $23M 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 240568185.

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.