Defined Benefit (Pension) · DOL Form 5500 · 2022

Jersey Shore State Bank Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
26
Participants Small participant base
78th
Percentile by assets National rank
$803,660
Avg per participant High balance/head
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Official DOL plan name: Jersey Shore State Bank Retirement Plan · Sponsored by Jersey Shore State Bank · Pennsylvania · Finance & Insurance

$21M in assets, 26 participants

Jersey Shore State Bank's Jersey Shore State Bank Retirement Plan reported $21M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,001 in Finance & Insurance (9,261 peers)

Where Jersey Shore State Bank Retirement Plan sits by assets

Jersey Shore State Bank Retirement Plan sits in the top quartile of all filed plans by assets, $21M for 26 participants (~$803,660/participant), down 19.9% in 2022.

#6,001
in Finance & Insurance (9,261 peers)
-19.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jersey Shore State Bank Retirement Plan's outsized position by total assets

Jersey Shore State Bank Retirement Plan vs every filed plan by assets

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

$20,895,155 Top 22% higher than 78% 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

Jersey Shore State Bank Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jersey Shore State Bank Retirement Plan is a small filing (26 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 240622580 · Jersey Shore State Bank PY 2022 · Defined Benefit (Pension)

Jersey Shore State Bank Retirement Plan · $21M · 26 · 78th

  • PCT $21M
  • PCT 26
  • PCT 78th
  • PCT Defined Benefit (Pension)
  • PCT near Management Employees' Retirement Plan of Besser Company
  • PCT ind #6001

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 Pennsylvania →

Jersey Shore State Bank Retirement Plan in the asset neighbourhood

Jersey Shore State Bank Retirement PlanJersey Shore State Bank Reti…$21MManagement Employees' Retirement Plan of Besser CompanyManagement Employees' Retire…$21MEmployee Retirement Plan of Farm Credit Leasing Services CorporationEmployee Retirement Plan of …$21MChadbourne & Parke Pension Plan and Trust AgreementChadbourne & Parke Pension P…$21MRetirement Plan for Employees of Fordyce CompanyRetirement Plan for Employee…$21M
End-of-year total assets ($M) among Jersey Shore State Bank Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$21M
Net Income-$5M
Employer EIN240622580
Plan Effective Date1955-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jersey Shore State Bank)

Sponsor-wide plan assets over time

All Jersey Shore State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$25M 21.810395759208294% vs 2022
2024 filing year
$20M$22M$24M$26M 202220232024 $20.9M $25.5M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 26 $21M
2023 1 25 $23M
2024 1 24 $25M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Jersey Shore State Bank Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Jersey Shore State Bank Retirement Plan, Total assets ($B): 0.020895155 · Participants: 26Jersey Shore State Bank Retirement PlanNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Jersey Shore State Bank Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Jersey Shore State Bank Retirement Plan side-by-side with 3 peers →

Jersey Shore State Bank Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Management Employees' Retirement Plan of Besser Company in MI ($21M); by covered participants it is Brookhaven Memorial Hospital Medical Center Dba Long Island Community Hospital Retirement Income Plan in NY (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Jersey Shore State Bank Retirement Plan assets move in 2022? ▼
Jersey Shore State Bank Retirement Plan declined sharply - down 19.9% during 2022, from $26M to $21M. Reported net income was -$5M.
How have Jersey Shore State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jersey Shore State Bank's sponsor-wide assets grew 21.8%, from $21M to $25M.
Where does Jersey Shore State Bank Retirement Plan rank by assets among Form 5500 filers? ▼
Jersey Shore State Bank Retirement Plan ranks in the 78th 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 Defined Benefit (Pension) plans are similar in size to Jersey Shore State Bank Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Management Employees' Retirement Plan of Besser Company in MI ($21M, 25 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jersey Shore State Bank Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Brookhaven Memorial Hospital Medical Center Dba Long Island Community Hospital Retirement Income Plan in NY (26 participants, N/A 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 240622580.

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.