Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WILLIAM PENN BANK
EIN 23-0953930bankingLatest filing 2025
Plans
2
Retirement
2
$10.2M assets
Welfare
0
Participants
202
10 CANAL STREET SUITE 104 - BRISTOL, PA 19007215-269-1200williampenn.bankLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.2M assets / 202 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WILLIAM PENN BANK 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$8.0M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.2M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WILLIAM PENN BANK 401(K) RETIREMENT SAVINGS PLAN | 401k | $8.0M | 86 | 2025 | |
| 003 | WILLIAM PENN BANK EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.2M | 116 | 2025 |
Retirement plans
Welfare plans