ESOP · DOL Form 5500 · 2024
Citizens & Northern Corporation ESOP
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 393
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $30,840
- Avg per participant Low balance/head
Official DOL plan name: Citizens & Northern Corporation Employee Stock Ownership Plan · Sponsored by Citizens & Northern Corporation · Pennsylvania · Finance & Insurance
$12M in assets, 393 participants
Citizens & Northern Corporation's Citizens & Northern Corporation Employee Stock Ownership Plan reported $12M in total assets and 393 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.
- #3,749 in Finance & Insurance (8,549 peers)
Coverage in Pennsylvania
Citizens & Northern Corporation Employee Stock Ownership Plan covers 393 participants in Pennsylvania, about 48% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.
- #3,749
- in Finance & Insurance (8,549 peers)
- -14.4%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Citizens & Northern Corporation Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers
Citizens & Northern Corporation Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,119,978 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
Citizens & Northern Corporation 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. Citizens & Northern Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (393 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Citizens & Northern Corporation Employee Stock Ownership Plan reported net income fell from $138K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Citizens & Northern Corporation Employee Stock Ownership Plan end-of-year assets fell from $14M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Citizens & Northern Corporation Employee Stock Ownership Plan reported participants fell from 411 in the plan year 2023 filing to 393 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 232451943 · Citizens & Northern Corporation PY 2024 · ESOP
Citizens & Northern Corporation Employee Stock Ownership Plan · $12M · 393 · 60th
- PHOTO $12M
- IND 393
- EOY 60th
- 5500 ESOP
- ASSETS near Recon Management Services, Inc. Employee Stock Ownership Plan
- PCT ind #3749
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 →
Citizens & Northern Corporation Employee Stock Ownership Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 232451943 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Citizens & Northern Corporation)
Sponsor-wide plan assets over time
All Citizens & Northern Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 8.495182285334138% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 2 | 834 | $81M |
| 2024 | 2 | 800 | $87M |
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
Citizens & Northern Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Pennsylvania, the nearest ESOP by assets is Recon Management Services, Inc. Employee Stock Ownership Plan in LA ($12M); by covered participants it is James a. Scott & Son, Incorporated Employee Stock Ownership Plan in VA (391 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (393 participants); asset peers above are excluded.
- James a. Scott & Son, Incorporated Employee Stock Ownership Plan (VA) 391 · 2 off
- The Fort Miller Group, Inc. Employee Stock Ownership Plan (NY) 391 · 2 off
- Building Plastics, Inc. Employee Stock Ownership Plan (TN) 395 · 2 off
- Structural Component Systems, Inc. Employee Stock Ownership Plan and Trust (NE) 391 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.