401(k) · DOL Form 5500 · 2022

The Canandaigua National Bank and Trust Company 401(k) Plan

Data updated 2026-08-25

$114M
Total assets Near avg plan size
639
Participants Below avg headcount
93rd
Percentile by assets National rank
$179,055
Avg per participant Above avg balance/head
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Official DOL plan name: The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan · Sponsored by The Canandaigua National Bank and Trust Company · New York · Finance & Insurance

$114M in assets, 639 participants

The Canandaigua National Bank and Trust Company's The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan reported $114M in total assets and 639 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,278 in Finance & Insurance (9,261 peers)

Where The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan sits by assets

The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan sits in the top 10% of all filed plans by assets, $114M for 639 participants (~$179,055/participant), down 14.5% in 2022.

#8,278
in Finance & Insurance (9,261 peers)
-14.5%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan's outsized position by total assets

The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$114,415,956 Top 7% higher than 93% 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

The Canandaigua National Bank and Trust Company Profit Sharing and 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 Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan sits mid-pack in the medium band (639 participants).

EBSA filing schedule strip

Filing strip 160373410 · The Canandaigua National Bank and Trust Company PY 2022 · 401(k)

The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan · $114M · 639 · 93rd

  • BOOK $114M
  • BOOK 639
  • BOOK 93rd
  • BOOK 401(k)
  • BOOK near Quanex Building Products Salaried and Nonunion Employee 401 (K) Plan
  • BOOK ind #8278

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 →

The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan in the asset neighbourhood

Quanex Building Products Salaried and Nonunion Employee 401 (K) PlanQuanex Building Products Sal…$114MSpecialized Bicycle Components, Inc. Profit Sharing PlanSpecialized Bicycle Componen…$114MThe Canandaigua National Bank and Trust Company Profit Sharing and 401(k) PlanThe Canandaigua National Ban…$114MCompassus 401(k) Plan$114MNational Association of Realtors Salary Reduction Profit Sharing PlanNational Association of Real…$114M
End-of-year total assets ($M) among The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$114M
Net Income-$19M
Employer EIN160373410
Plan Effective Date1949-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Canandaigua National Bank and Trust Company)

Sponsor-wide plan assets over time

All The Canandaigua National Bank and 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

Nearby 401(k) Plans in New York

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

The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan, Total assets ($B): 0.114415956 · Participants: 639The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) PlanIBM 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
The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan side-by-side with 3 peers →

The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Quanex Building Products Salaried and Nonunion Employee 401 (K) Plan in TX ($114M); by covered participants it is The Bancorp, Inc. 401(k) Plan in DE (639 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (639 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 The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan assets move in 2022? ▼
The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan pulled back noticeably - down 14.5% during 2022, from $134M to $114M. Reported net income was -$19M.
How have The Canandaigua National Bank and Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Canandaigua National Bank and Trust Company's sponsor-wide assets grew 21.1%, from $124M to $150M.
Where does The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quanex Building Products Salaried and Nonunion Employee 401 (K) Plan in TX ($114M, 1,969 participants).
Which 401(k) plans cover a similar participant headcount to The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bancorp, Inc. 401(k) Plan in DE (639 participants, $71M 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.