Essa Bank And Trust Pension Plan — Form 5500 plan (Essa Bank And Trust)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Essa Bank And Trust Pension Plan is a benefit plan reported by Essa Bank And Trust under EIN 24-0568185 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $19,423,887 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$19.4MPlan net assets, end of year$19,423,887
Participants228Covered participants reported
Assets / participant$85.2KComputed: assets ÷ participants$85,192 (computed)
Provider compensation$72.3K1 Schedule C provider row(s)$72,255
- Plan sponsor
- Essa Bank And Trust
- EIN
- 24-0568185
- Plan number
- 001
- Plan type
- 2
- Location
- Stroudsburg, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20241015093047NAL0014315011001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$19.4M total assets
Net assets$19.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $19,423,887
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,423,887
- Net assets (BOY)
- $17,596,691
Income & contributions
- Total contributions
- $0
- Total income / additions
- $2,575,617
Expenses & distributions
- Benefits paid
- $676,166
- Administrative expenses
- $72,255
- Total expenses
- $748,421
- Net increase / (decrease)
- $1,827,196
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Bank Of New York Mellon | TRUSTEE | $72,255 | $0 | 2023 |