Original filing (PDF)20251009112422NAL0003857315001

ESSA Bank and Trust

Name: ESSA Bank and Trust — ESSA Bank and Trust Pension, Form 5500 (2024)
Creator: ESSA Bank and Trust
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ESSA Bank and Trust Pension Plan

Defined-benefit pension plan · ESSA Bank and Trust's ESSA Bank and Trust Pension Plan held $20.8M in plan assets for 102 participants in 2024.

Signals · 2

40% in single holdingNo recordkeeper disclosed

Active participants

102

Accounts w/ balance

—

Plan assets (EOY)

$20.8M

Net assets (EOY)

$20.8M

How this plan invests

This plan

6 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ESSA BANK AND TRUST.

Plan sponsor

Name

ESSA BANK AND TRUST

EIN

24-0568185all filings

Address

ESSA CORPORATE CENTER · 200 PALMER STREET · STROUDSBURG, PA · 183600160

Phone

(570) 421-0531

Industry

Finance & Insurance

Plan administrator

Name

ESSA BANK AND TRUST

EIN

24-0568185

City

STROUDSBURG, PA

Phone

(570) 421-0531

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

S.R. SNODGRASS, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE BANK OF NEW YORK MELLON	13-5160382	—	TRUSTEE	$81K	—

Investments

6 pooled funds· $20.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
BNYM-M DB NSL AGGREGATE BIF BNY MELLON, N.A. · EIN 25-6078093 / PN 214	Common Collective Trust	$8.3M	40.2%
BNYM-M DB NSL SIF BNY MELLON, N.A. · EIN 25-6078093 / PN 215	Common Collective Trust	$5.8M	28.0%
BNYM-M DB NSL MC SIF BNY MELLON, N.A. · EIN 25-6078093 / PN 236	Common Collective Trust	$3.8M	18.4%
BNYM-M DB NSL INTL SIF BNY MELLON, N.A. · EIN 25-6078093 / PN 213	Common Collective Trust	$1.9M	9.0%
BNYM-M DB NSL SC SIF BNY MELLON, N.A. · EIN 25-6078093 / PN 235	Common Collective Trust	$901K	4.3%
EB TEMPORARY INVESTMENT FUND BNY MELLON, N.A. · EIN 25-6078093 / PN 023	Common Collective Trust	$37K	0.2%