401(k) · DOL Form 5500 · 2022
The Canandaigua National Bank and Trust Company 401(k) Plan
Data updated 2026-08-11
- $114M
- Total assets
- 639
- Participants
- 93rd
- Percentile by assets
- $179,055
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $114M
- total plan assets (2022 EOY)
- 639
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $179,055
- avg assets per participant
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 vs the 2022 asset distribution
By assets, The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $134M |
|---|---|
| Net Assets (End of Year) | $114M |
| Net Income | -$19M |
| Employer EIN | 160373410 |
| Plan Effective Date | 1949-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Canandaigua National Bank and Trust Company)
| 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
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan assets move in 2022? ▼
How have The Canandaigua National Bank and Trust Company plan assets changed over time? ▼
Where does The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan? ▼
Next read for The Canandaigua National Bank and Trust …
Scale reading
Ways to act on The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan's numbers.
- By total assets, The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- The Canandaigua National Bank and Trust Company's sponsor-wide assets have grown 21.1% since 2022 across 3 plan years on file. More Finance & Insurance plans