401(k) · DOL Form 5500 · 2022
Community Bank System, Inc. 401(k) Plan
Data updated 2026-08-11
- $379M
- Total assets
- 2,723
- Participants
- 97th
- Percentile by assets
- $139,350
- Avg per participant
Official DOL plan name: Community Bank System, Inc. 401(k) Employee Stock Ownership Plan · Sponsored by Community Bank System, Inc. · New York · Finance & Insurance
$379M in assets, 2,723 participants
Community Bank System, Inc.'s Community Bank System, Inc. 401(k) Employee Stock Ownership Plan reported $379M in total assets and 2,723 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #8,823 in Finance & Insurance (9,261 peers)
Coverage in New York
Community Bank System, Inc. 401(k) Employee Stock Ownership Plan covers 2,723 participants in New York, 3.4x the typical New York plan (state average ~798 per filing). Assets: $379M.
- $379M
- total plan assets (2022 EOY)
- 2,723
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $139,350
- avg assets per participant
The plan reported a net loss of $77M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Community Bank System, Inc. 401(k) Employee Stock Ownership Plan reports 2,723 participants - 3.4x that state average ($379M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $449M |
|---|---|
| Net Assets (End of Year) | $379M |
| Net Income | -$77M |
| Employer EIN | 161213679 |
| Plan Effective Date | 1978-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Bank System, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,177 | $624M |
| 2023 | 2 | 5,228 | $683M |
| 2024 | 2 | 5,097 | $747M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Community Bank System, Inc. 401(k) Employee Stock Ownership Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Community Bank System, Inc. 401(k) Employee Stock Ownership Plan by total assets, not by location.
- Republic Airways Holdings Inc. 401(k) Plan (IN) $379M · 6,268
- Sonic Healthcare USA Savings Plan (TX) $380M · 6,882
- UPS/Ibt Local 2727 401 (K) Plan (KY) $380M · 1,723
- Twilio 401(k) Plan (CA) $380M · 4,674
Frequently Asked Questions
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Filing takeaways
Ways to act on Community Bank System, Inc. 401(k) Employee Stock Ownership Plan's numbers.
- By total assets, Community Bank System, Inc. 401(k) Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Community Bank System, Inc.'s sponsor-wide assets have grown 19.8% since 2022 across 3 plan years on file. More Finance & Insurance plans