ESOP · DOL Form 5500 · 2024

Huntingdon Valley Bank ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
N/A
Participants Small participant base
32nd
Percentile by assets National rank
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Official DOL plan name: Huntingdon Valley Bank Employee Stock Ownership Plan · Sponsored by Huntingdon Valley Bank · Pennsylvania · Management of Enterprises

$3M in assets, N/A participants

Huntingdon Valley Bank's Huntingdon Valley Bank Employee Stock Ownership Plan reported $3M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #239 in Management of Enterprises (1,133 peers)

Huntingdon Valley Bank multi-year trail

Huntingdon Valley Bank's plans moved -78.2% in assets from 2022 to 2024; this filing shows Huntingdon Valley Bank Employee Stock Ownership Plan at $3M / N/A participants.

#239
in Management of Enterprises (1,133 peers)
-20.3%
assets change YoY

The plan reported a net loss of $641K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Huntingdon Valley Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$2,511,734 32nd percentile higher than 32% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Huntingdon Valley Bank Employee Stock Ownership Plan reported net income fell from $206K in the plan year 2023 filing to -$641K in the plan year 2024 filing.
  • Huntingdon Valley Bank Employee Stock Ownership Plan reported participants fell from 100 in the plan year 2023 filing to N/A in the plan year 2024 filing.
  • Huntingdon Valley Bank Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 230718025 · Huntingdon Valley Bank PY 2024 · ESOP

Huntingdon Valley Bank Employee Stock Ownership Plan · $3M · N/A · 32nd

  • RANK $3M
  • PHOTO N/A
  • IND 32nd
  • EOY ESOP
  • 5500 near Exact Scientific Services, Inc. Employee Stock Ownership Plan
  • ASSETS ind #239

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 →

Huntingdon Valley Bank Employee Stock Ownership Plan in the asset neighbourhood

Huntingdon Valley Bank Employee Stock Ownership PlanHuntingdon Valley Bank Emplo…$3MExact Scientific Services, Inc. Employee Stock Ownership PlanExact Scientific Services, I…$3MBank 1st Employee Stock Ownership PlanBank 1st Employee Stock Owne…$3MClickstop, Inc. Employee Stock Ownership PlanClickstop, Inc. Employee Sto…$3MAvc Employee Stock Ownership PlanAvc Employee Stock Ownership…$3M
End-of-year total assets ($M) among Huntingdon Valley Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Huntingdon Valley Bank multi-year asset trail

Sponsor-wide plan assets over time

All Huntingdon Valley Bank plans reported in each filing year

Latest sponsor-wide plan assets
$3M 78.16291736762257% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $11.5M $2.51M ▼ -78.2%
Year Plans Participants Total Assets
2022 2 226 $12M
2023 2 230 $3M
2024 1 N/A $3M

Huntingdon Valley Bank filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$641K
Employer EIN230718025
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Huntingdon Valley Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Huntingdon Valley Bank Employee Stock Ownership Plan, Total assets ($B): 0.002511734 · Participants: 0Huntingdon Valley 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
Huntingdon Valley Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Huntingdon Valley Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Huntingdon Valley Bank Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside Pennsylvania, the nearest ESOP by end-of-year assets is Exact Scientific Services, Inc. Employee Stock Ownership Plan in WA at $3M (this filing: $3M).

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 Huntingdon Valley Bank Employee Stock Ownership Plan assets move in 2024? ▼
Huntingdon Valley Bank Employee Stock Ownership Plan declined sharply - down 20.3% during 2024, from $3M to $3M. Reported net income was -$641K.
How have Huntingdon Valley Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Huntingdon Valley Bank's sponsor-wide assets declined 78.2%, from $12M to $3M.
Which ESOP plans are similar in size to Huntingdon Valley Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Exact Scientific Services, Inc. Employee Stock Ownership Plan in WA ($3M, 35 participants).

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 230718025.

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.