ESOP · DOL Form 5500 · 2024

Enterprise Bank ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
53
Participants Small participant base
46th
Percentile by assets National rank
$115,518
Avg per participant Below avg balance/head
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Official DOL plan name: Enterprise Employee Stock Ownership Plan · Sponsored by Enterprise Bank · Pennsylvania · Finance & Insurance

$6M in assets, 53 participants

Enterprise Bank's Enterprise Employee Stock Ownership Plan reported $6M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,674 in Finance & Insurance (8,549 peers)

Enterprise Bank multi-year trail

Enterprise Bank's plans moved +49.1% in assets from 2022 to 2024; this filing shows Enterprise Employee Stock Ownership Plan at $6M / 53 participants.

#2,674
in Finance & Insurance (8,549 peers)
+30.2%
assets growth YoY

Enterprise Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Enterprise Employee Stock Ownership Plan vs every filed plan by assets

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

$6,122,441 46th percentile higher than 46% 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

Enterprise Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Enterprise Employee Stock Ownership Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Enterprise Employee Stock Ownership Plan reported net income rose from $594K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Enterprise Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Enterprise Employee Stock Ownership Plan reported participants rose from 51 in the plan year 2023 filing to 53 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 232949580 · Enterprise Bank PY 2024 · ESOP

Enterprise Employee Stock Ownership Plan · $6M · 53 · 46th

  • 5500 $6M
  • ASSETS 53
  • PCT 46th
  • EIN ESOP
  • RANK near Jensen Bridge & Supply Company Employee Stock Ownership Plan
  • PHOTO ind #2674

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 →

Enterprise Employee Stock Ownership Plan in the asset neighbourhood

Harris Group Inc. Employee Stock Ownership PlanHarris Group Inc. Employee S…$6MEnterprise Employee Stock Ownership PlanEnterprise Employee Stock Ow…$6MJensen Bridge & Supply Company Employee Stock Ownership PlanJensen Bridge & Supply Compa…$6MMmr Research Associates, Inc. Employee Stock Ownership PlanMmr Research Associates, Inc…$6MPace Engineers, Inc. Employee Stock Ownership Plan and TrustPace Engineers, Inc. Employe…$6M
End-of-year total assets ($M) among Enterprise Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Enterprise Bank multi-year asset trail

Sponsor-wide plan assets over time

All Enterprise Bank plans reported in each filing year

Latest sponsor-wide plan assets
$6M 49.07291458435344% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.11M $6.12M ▲ +48.9%
Year Plans Participants Total Assets
2022 1 49 $4M
2023 1 51 $5M
2024 1 53 $6M

Enterprise Bank filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN232949580
Plan Effective Date2005-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Enterprise Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Enterprise Employee Stock Ownership Plan, Total assets ($B): 0.006122441 · Participants: 53Enterprise 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
Enterprise Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Enterprise Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Jensen Bridge & Supply Company Employee Stock Ownership Plan in MI ($6M); by covered participants it is Turn-Key Tunneling, Inc. Employee Stock Ownership Plan in OH (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Enterprise Employee Stock Ownership Plan assets move in 2024? ▼
Enterprise Employee Stock Ownership Plan surged - up 30.2% during 2024, from $5M to $6M. Reported net income was $1M.
How have Enterprise Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Enterprise Bank's sponsor-wide assets grew 49.1%, from $4M to $6M.
Which ESOP plans are similar in size to Enterprise Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jensen Bridge & Supply Company Employee Stock Ownership Plan in MI ($6M, 93 participants).
Which ESOP plans cover a similar participant headcount to Enterprise Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Turn-Key Tunneling, Inc. Employee Stock Ownership Plan in OH (53 participants, $17M 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 232949580.

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.