401(k) · DOL Form 5500 · 2022
The Juniata Valley Bank 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 158
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $72,310
- Avg per participant Below avg balance/head
Official DOL plan name: The Juniata Valley Bank 401(k) Plan · Sponsored by The Juniata Valley Bank · Pennsylvania · Finance & Insurance
$11M in assets, 158 participants
The Juniata Valley Bank's The Juniata Valley Bank 401(k) Plan reported $11M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #4,733 in Finance & Insurance (9,261 peers)
Coverage in Pennsylvania
The Juniata Valley Bank 401(k) Plan covers 158 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.
- #4,733
- in Finance & Insurance (9,261 peers)
- -18.4%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Juniata Valley Bank 401(k) Plan's outsized position by total assets
The Juniata Valley Bank 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,425,009 Top 32% higher than 68% 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
The Juniata Valley Bank 401(k) 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. The Juniata Valley Bank 401(k) Plan sits mid-pack in the medium band (158 participants).
Published 5500 schedule card
Filing strip 230741266 · The Juniata Valley Bank PY 2022 · 401(k)
The Juniata Valley Bank 401(k) Plan · $11M · 158 · 68th
- EIN $11M
- RANK 158
- PHOTO 68th
- IND 401(k)
- EOY near 3pillar Global, Inc. 401(k) Profit Sharing Plan
- 5500 ind #4733
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 →
The Juniata Valley Bank 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$3M |
| Employer EIN | 230741266 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Juniata Valley Bank)
Sponsor-wide plan assets over time
All The Juniata Valley Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 32.63713840400476% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $11M |
| 2023 | 1 | 158 | $13M |
| 2024 | 1 | 160 | $15M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
The Juniata Valley Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is 3pillar Global, Inc. 401(k) Profit Sharing Plan in VA ($11M); by covered participants it is The Bill Gatton Family of Dealerships Profit in TN (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- 3pillar Global, Inc. 401(k) Profit Sharing Plan (VA) $11M · 100
- President Container Group II, LLC 401(k) Plan (NJ) $11M · 218
- Uniform Advantage 401(k) Plan (FL) $11M · 362
- Olympic Sports & Spine PLLC 401(k) Plan (WA) $11M · 313
Similar participant headcount
Nearest other-state filings by covered participants (158 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.