401(k) · DOL Form 5500 · 2022
Ballston Spa National Bank 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 117
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $131,879
- Avg per participant Near avg balance/head
Official DOL plan name: Ballston Spa National Bank Supplemental Retirement Savings Plan · Sponsored by Ballston Spa National Bank · New York · Finance & Insurance
$15M in assets, 117 participants
Ballston Spa National Bank's Ballston Spa National Bank Supplemental Retirement Savings Plan reported $15M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #5,381 in Finance & Insurance (9,261 peers)
Coverage in New York
Ballston Spa National Bank Supplemental Retirement Savings Plan covers 117 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $15M.
- #5,381
- in Finance & Insurance (9,261 peers)
- -13.7%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ballston Spa National Bank Supplemental Retirement Savings Plan's outsized position by total assets
Ballston Spa National Bank Supplemental Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,429,801 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ballston Spa National Bank Supplemental Retirement 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. Ballston Spa National Bank Supplemental Retirement Savings Plan sits mid-pack in the medium band (117 participants).
Plan-year Form 5500 strip
Filing strip 140486153 · Ballston Spa National Bank PY 2022 · 401(k)
Ballston Spa National Bank Supplemental Retirement Savings Plan · $15M · 117 · 73rd
- PART $15M
- TYPE 117
- NET 73rd
- BOOK 401(k)
- VS-ST near Illuminate Operations Inc. 401(k) Plan
- BOY ind #5381
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 →
Ballston Spa National Bank Supplemental Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$2M |
| Employer EIN | 140486153 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ballston Spa National Bank)
Sponsor-wide plan assets over time
All Ballston Spa National Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 17.393750766610577% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 200 | $36M |
| 2023 | 2 | 210 | $38M |
| 2024 | 2 | 202 | $42M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Ballston Spa National Bank Supplemental Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Illuminate Operations Inc. 401(k) Plan in VA ($15M); by covered participants it is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Illuminate Operations Inc. 401(k) Plan (VA) $15M · 295
- Tower Semiconductor Newport Beach Hourly Savings Plan (CA) $15M · 561
- Beneficial State Bancorp, Inc. 401(k) Plan (CA) $15M · 198
- American Integrity 401(k) Plan (FL) $15M · 224
Similar participant headcount
Nearest other-state filings by covered participants (117 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.