ESOP · DOL Form 5500 · 2022

Canandaigua National Bank & Trust Company ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
641
Participants Below avg headcount
63rd
Percentile by assets National rank
$14,352
Avg per participant Low balance/head
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Official DOL plan name: Canandaigua National Bank & Trust Company Employee Stock Ownership Plan · Sponsored by Canandaigua National Bank & Trust Company · New York · Finance & Insurance

$9M in assets, 641 participants

Canandaigua National Bank & Trust Company's Canandaigua National Bank & Trust Company Employee Stock Ownership Plan reported $9M in total assets and 641 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,317 in Finance & Insurance (9,261 peers)

Canandaigua National Bank & Trust Company multi-year trail

Canandaigua National Bank & Trust Company's plans moved +21.1% in assets from 2022 to 2024; this filing shows Canandaigua National Bank & Trust Company Employee Stock Ownership Plan at $9M / 641 participants.

#4,317
in Finance & Insurance (9,261 peers)
-19.6%
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.

Canandaigua National Bank & Trust Company Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Canandaigua National Bank & Trust Company Employee Stock Ownership Plan vs every filed plan by assets

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

$9,199,510 Top 37% higher than 63% 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

Canandaigua National Bank & Trust Company Employee Stock Ownership 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. Canandaigua National Bank & Trust Company Employee Stock Ownership Plan sits mid-pack in the medium band (641 participants).

Plan-year Form 5500 strip

Filing strip 160373410 · Canandaigua National Bank & Trust Company PY 2022 · ESOP

Canandaigua National Bank & Trust Company Employee Stock Ownership Plan · $9M · 641 · 63rd

  • PHOTO $9M
  • PHOTO 641
  • PHOTO 63rd
  • PHOTO ESOP
  • PHOTO near Acme Rigging Company, Inc. Employee Stock Ownership Plan
  • PHOTO ind #4317

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 What is an ESOP? → · Plans in New York →

Canandaigua National Bank & Trust Company Employee Stock Ownership Plan in the asset neighbourhood

Caring Nurses, Inc. Employee Stock Ownership PlanCaring Nurses, Inc. Employee…$9MAlliance Group, Inc. Employee Stock Ownership PlanAlliance Group, Inc. Employe…$9MCanandaigua National Bank & Trust Company Employee Stock Ownership PlanCanandaigua National Bank & …$9MAcme Rigging Company, Inc. Employee Stock Ownership PlanAcme Rigging Company, Inc. E…$9MIvs Group, Inc. & Affiliates Employee Stock Ownership PlanIvs Group, Inc. & Affiliates…$9M
End-of-year total assets ($M) among Canandaigua National Bank & Trust Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Canandaigua National Bank & Trust Company multi-year asset trail

Sponsor-wide plan assets over time

All Canandaigua National Bank & Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$150M 21.060174622486155% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $124M $150M ▲ +21.1%
Year Plans Participants Total Assets
2022 2 1,280 $124M
2023 2 1,375 $141M
2024 2 1,421 $150M

Canandaigua National Bank & Trust Company filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN160373410
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

Peer ESOP plans, same state, same plan type, ranked by total assets.

Canandaigua National Bank & Trust Company Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Canandaigua National Bank & Trust Company Employee Stock Ownership Plan, Total assets ($M): 9.19951 · Participants: 641Canandaigua National Bank & Trust Company Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Canandaigua National Bank & Trust Company Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Canandaigua National Bank & Trust Company Employee Stock Ownership Plan side-by-side with 3 peers →

Canandaigua National Bank & Trust Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Acme Rigging Company, Inc. Employee Stock Ownership Plan in CA ($9M); by covered participants it is Parksite Inc. Employee Stock Ownership Plan in IL (642 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (641 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 Canandaigua National Bank & Trust Company Employee Stock Ownership Plan assets move in 2022? ▼
Canandaigua National Bank & Trust Company Employee Stock Ownership Plan declined sharply - down 19.6% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Canandaigua National Bank & Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Canandaigua National Bank & Trust Company's sponsor-wide assets grew 21.1%, from $124M to $150M.
Which ESOP plans are similar in size to Canandaigua National Bank & Trust Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Acme Rigging Company, Inc. Employee Stock Ownership Plan in CA ($9M, 23 participants).
Which ESOP plans cover a similar participant headcount to Canandaigua National Bank & Trust Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Parksite Inc. Employee Stock Ownership Plan in IL (642 participants, $278M 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 160373410.

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.