401(k) · DOL Form 5500 · 2022

Orange County Bancorp Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
190
Participants Below avg headcount
80th
Percentile by assets National rank
$124,345
Avg per participant Near avg balance/head
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Official DOL plan name: Orange County Bancorp Inc. Employee Stock Ownership and Savings Plan · Sponsored by Orange County Bancorp Inc. · New York · Finance & Insurance

$24M in assets, 190 participants

Orange County Bancorp Inc.'s Orange County Bancorp Inc. Employee Stock Ownership and Savings Plan reported $24M in total assets and 190 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,236 in Finance & Insurance (9,261 peers)

Coverage in New York

Orange County Bancorp Inc. Employee Stock Ownership and Savings Plan covers 190 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $24M.

#6,236
in Finance & Insurance (9,261 peers)
-4.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orange County Bancorp Inc. Employee Stock Ownership and Savings Plan's outsized position by total assets

Orange County Bancorp Inc. Employee Stock Ownership and Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$23,625,529 Top 20% higher than 80% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Orange County Bancorp Inc. Employee Stock Ownership and Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orange County Bancorp Inc. Employee Stock Ownership and Savings Plan sits mid-pack in the medium band (190 participants).

DOL schedule card

Filing strip 261135778 · Orange County Bancorp Inc. PY 2022 · 401(k)

Orange County Bancorp Inc. Employee Stock Ownership and Savings Plan · $24M · 190 · 80th

  • ASSETS $24M
  • PCT 190
  • EIN 80th
  • RANK 401(k)
  • PHOTO near T-N-T Crane & Rigging, Inc. 401(k) Plan
  • IND ind #6236

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →

Orange County Bancorp Inc. Employee Stock Ownership and Savings Plan in the asset neighbourhood

Orange County Bancorp Inc. Employee Stock Ownership and Savings PlanOrange County Bancorp Inc. E…$24MT-N-T Crane & Rigging, Inc. 401(k) PlanT-N-T Crane & Rigging, Inc. …$24MKeywords US Holdings, Inc. 401(k) P/S PlanKeywords US Holdings, Inc. 4…$24MKeywords US Holdings, Inc. 401(k) P/S PlanKeywords US Holdings, Inc. 4…$24MBradley Caldwell, Inc. 401(k) Retirement Savings PlanBradley Caldwell, Inc. 401(k…$24M
End-of-year total assets ($M) among Orange County Bancorp Inc. Employee Stock Ownership and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$24M
Net Income-$1M
Employer EIN261135778
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orange County Bancorp Inc.)

Sponsor-wide plan assets over time

All Orange County Bancorp Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 34.297420387920205% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.6M $31.7M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 190 $24M
2023 1 186 $30M
2024 1 210 $32M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Orange County Bancorp Inc. Employee Stock Ownership and Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Orange County Bancorp Inc. Employee Stock Ownership and Savings Plan, Total assets ($B): 0.023625529 · Participants: 190Orange County Bancorp Inc. Employee Stock Ownership and Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Orange County Bancorp Inc. Employee Stock Ownership and Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Orange County Bancorp Inc. Employee Stock Ownership and Savings Plan side-by-side with 3 peers →

Orange County Bancorp Inc. Employee Stock Ownership and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is T-N-T Crane & Rigging, Inc. 401(k) Plan in TX ($24M); by covered participants it is Pubco Corporation and Subsidiaries 401(k) Plan in OH (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Orange County Bancorp Inc. Employee Stock Ownership and Savings Plan assets move in 2022? ▼
Orange County Bancorp Inc. Employee Stock Ownership and Savings Plan edged down modestly - down 4.8% during 2022, from $25M to $24M. Reported net income was -$1M.
How have Orange County Bancorp Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orange County Bancorp Inc.'s sponsor-wide assets grew 34.3%, from $24M to $32M.
Where does Orange County Bancorp Inc. Employee Stock Ownership and Savings Plan rank by assets among Form 5500 filers? ▼
Orange County Bancorp Inc. Employee Stock Ownership and Savings Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Orange County Bancorp Inc. Employee Stock Ownership and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is T-N-T Crane & Rigging, Inc. 401(k) Plan in TX ($24M, 640 participants).
Which 401(k) plans cover a similar participant headcount to Orange County Bancorp Inc. Employee Stock Ownership and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pubco Corporation and Subsidiaries 401(k) Plan in OH (190 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261135778.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.