Assets by plan
Share of aggregate retirement assets
- & TRUST 401(K) (#002)$23.1M
- AND TRUST PENSION (#001)$20.8M
Filings through .
Top hat
Essa Bank and Trust
EIN 24-0568185financial servicesLatest filing 2025
Plans
4
Retirement
3
$52.5M assets
Health & Benefits
1
$2.7M premiums
Participants
638
ESSA CORPORATE CENTER, 200 PALMER STREET - STROUDSBURG, PA 183600160570-421-0531essabank.comLinkedIn201-500 employeesfinancial services
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $52.5M assets / 638 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.7M premiums / 226 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Vision$2.3M
- Life$332K
- Long-term disability$332K
- Other$332K
- Dental$128K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
ESSA BANK & TRUST 401(K) PLAN
401(k)
Assets$23.1M
Participants260
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
ESSA BANK AND TRUST PENSION PLAN
Traditional DB
Assets$20.8M
Participants219
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
ESSA BANK & TRUST EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$8.6M
Participants159
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ESSA BANK & TRUST HEALTH & WELFARE PLAN
Mixed - HIGHMARK, INC.
Premiums$2.7M
Covered lives226
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ESSA BANK & TRUST 401(K) PLAN | 401(k) | $23.1M | 260 | 2024 |
| #001 | ESSA BANK AND TRUST PENSION PLAN | Traditional DB | $20.8M | 219 | 2024 |
| #003 | ESSA BANK & TRUST EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $8.6M | 159 | 2025 |
- #002 · 401(k) · 2024260
- #001 · Traditional DB · 2024219
- #003 · ESOP · 2025159
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ESSA BANK & TRUST HEALTH & WELFARE PLAN | Mixed | HIGHMARK, INC. | $2.7M | 226 | 2025 |
- #501 · Mixed · HIGHMARK, INC. · 2025226
Retirement plans
Health & Benefits plans