ESOP · DOL Form 5500 · 2024

Peoples Security Bank & Trust Company ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
358
Participants Below avg headcount
45th
Percentile by assets National rank
$16,778
Avg per participant Low balance/head
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Official DOL plan name: Peoples Security Bank & Trust Co. Employee Stock Ownership Plan · Sponsored by Peoples Security Bank & Trust Company · Pennsylvania · Finance & Insurance

$6M in assets, 358 participants

Peoples Security Bank & Trust Company's Peoples Security Bank & Trust Co. Employee Stock Ownership Plan reported $6M in total assets and 358 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,645 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Peoples Security Bank & Trust Co. Employee Stock Ownership Plan covers 358 participants in Pennsylvania, about 44% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.

#2,645
in Finance & Insurance (8,549 peers)
+6.5%
assets growth YoY

Peoples Security Bank & Trust Co. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Peoples Security Bank & Trust Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,006,652 45th percentile higher than 45% 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

Peoples Security Bank & Trust Co. 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. Peoples Security Bank & Trust Co. Employee Stock Ownership Plan sits mid-pack in the medium band (358 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Peoples Security Bank & Trust Co. Employee Stock Ownership Plan reported net income rose from -$513K in the plan year 2023 filing to $352K in the plan year 2024 filing.
  • Peoples Security Bank & Trust Co. Employee Stock Ownership Plan reported participants rose from 332 in the plan year 2023 filing to 358 in the plan year 2024 filing.
  • Peoples Security Bank & Trust Co. Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 240603570 · Peoples Security Bank & Trust Company PY 2024 · ESOP

Peoples Security Bank & Trust Co. Employee Stock Ownership Plan · $6M · 358 · 45th

  • EBSA $6M
  • PART 358
  • TYPE 45th
  • NET ESOP
  • BOOK near Lite Star ESOP
  • VS-ST ind #2645

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 →

Peoples Security Bank & Trust Co. Employee Stock Ownership Plan in the asset neighbourhood

Peoples Security Bank & Trust Co. Employee Stock Ownership PlanPeoples Security Bank & Trus…$6MLite Star ESOP$6MBank of Cashton Money Purchase and Employee Stock Ownership PlanBank of Cashton Money Purcha…$6MAcc Environmental Consultants, Inc. Employee Stock Ownership PlanAcc Environmental Consultant…$6MAdvanced Engineering Consultants Employee Stock Ownership PlanAdvanced Engineering Consult…$6M
End-of-year total assets ($M) among Peoples Security Bank & Trust Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$352K
Employer EIN240603570
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peoples Security Bank & Trust Company)

Sponsor-wide plan assets over time

All Peoples Security Bank & Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$77M 21.91168738913884% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $63.4M $77.3M ▲ +21.9%
Year Plans Participants Total Assets
2022 3 765 $63M
2023 3 788 $70M
2024 3 789 $77M

Nearby ESOP Plans in Pennsylvania

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

Peoples Security Bank & Trust Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Peoples Security Bank & Trust Co. Employee Stock Ownership Plan, Total assets ($B): 0.006006652 · Participants: 358Peoples Security Bank & Trust Co. 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
Peoples Security Bank & Trust Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Peoples Security Bank & Trust Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Peoples Security Bank & Trust Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Lite Star ESOP in CA ($6M); by covered participants it is Summit Financial Group, Inc. Employee Stock Ownership Plan in WV (358 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (358 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 Peoples Security Bank & Trust Co. Employee Stock Ownership Plan assets move in 2024? ▼
Peoples Security Bank & Trust Co. Employee Stock Ownership Plan grew at a solid clip - up 6.5% during 2024, from $6M to $6M. Reported net income was $352K.
How have Peoples Security Bank & Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peoples Security Bank & Trust Company's sponsor-wide assets grew 21.9%, from $63M to $77M.
Which ESOP plans are similar in size to Peoples Security Bank & Trust Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lite Star ESOP in CA ($6M, 91 participants).
Which ESOP plans cover a similar participant headcount to Peoples Security Bank & Trust Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Summit Financial Group, Inc. Employee Stock Ownership Plan in WV (358 participants, $389K 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 240603570.

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.