401(k) · DOL Form 5500 · 2022

Genesee Regional Bank 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
153
Participants Small participant base
74th
Percentile by assets National rank
$106,892
Avg per participant Below avg balance/head
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Official DOL plan name: Genesee Regional Bank 401(k) Plan and Trust · Sponsored by Genesee Regional Bank · New York · Finance & Insurance

$16M in assets, 153 participants

Genesee Regional Bank's Genesee Regional Bank 401(k) Plan and Trust reported $16M in total assets and 153 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,504 in Finance & Insurance (9,261 peers)

Coverage in New York

Genesee Regional Bank 401(k) Plan and Trust covers 153 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $16M.

#5,504
in Finance & Insurance (9,261 peers)
-7.9%
assets change YoY

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.

Genesee Regional Bank 401(k) Plan and Trust's outsized position by total assets

Genesee Regional Bank 401(k) Plan and Trust vs every filed plan by assets

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

$16,354,509 Top 26% higher than 74% 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

Genesee Regional Bank 401(k) Plan and Trust 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. Genesee Regional Bank 401(k) Plan and Trust sits mid-pack in the medium band (153 participants).

EBSA filing schedule strip

Filing strip 363351119 · Genesee Regional Bank PY 2022 · 401(k)

Genesee Regional Bank 401(k) Plan and Trust · $16M · 153 · 74th

  • VS-ST $16M
  • BOY 153
  • SCH 74th
  • EBSA 401(k)
  • PART near Carlos Rosario International Public Charter School, Inc. 401(k) Retirement Plan
  • TYPE ind #5504

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 →

Genesee Regional Bank 401(k) Plan and Trust in the asset neighbourhood

Mickey Truck Bodies, Inc. 401(k) PlanMickey Truck Bodies, Inc. 40…$16MMerjent Inc. 401(k) Profit Sharing Plan and TrustMerjent Inc. 401(k) Profit S…$16MGenesee Regional Bank 401(k) Plan and TrustGenesee Regional Bank 401(k)…$16MCarlos Rosario International Public Charter School, Inc. 401(k) Retirement PlanCarlos Rosario International…$16MEdgeconnex Inc. 401(k) Plan$16M
End-of-year total assets ($M) among Genesee Regional Bank 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$1M
Employer EIN363351119
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Genesee Regional Bank)

Sponsor-wide plan assets over time

All Genesee Regional Bank plans reported in each filing year

Latest sponsor-wide plan assets
$22M 35.64772870894504% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.4M $22.2M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 153 $16M
2023 1 162 $18M
2024 1 152 $22M

Nearby 401(k) Plans in New York

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

Genesee Regional Bank 401(k) Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Genesee Regional Bank 401(k) Plan and Trust, Total assets ($B): 0.016354509 · Participants: 153Genesee Regional Bank 401(k) Plan and TrustIBM 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
Genesee Regional Bank 401(k) Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Genesee Regional Bank 401(k) Plan and Trust side-by-side with 3 peers →

Genesee Regional Bank 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Carlos Rosario International Public Charter School, Inc. 401(k) Retirement Plan in DC ($16M); by covered participants it is Btc Mobility, LLC 401(k) Retirement Plan in MA (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Genesee Regional Bank 401(k) Plan and Trust assets move in 2022? ▼
Genesee Regional Bank 401(k) Plan and Trust pulled back noticeably - down 7.9% during 2022, from $18M to $16M. Reported net income was -$1M.
How have Genesee Regional Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Genesee Regional Bank's sponsor-wide assets grew 35.6%, from $16M to $22M.
Which 401(k) plans are similar in size to Genesee Regional Bank 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Carlos Rosario International Public Charter School, Inc. 401(k) Retirement Plan in DC ($16M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Genesee Regional Bank 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Btc Mobility, LLC 401(k) Retirement Plan in MA (153 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 363351119.

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.