Defined Benefit (Pension) · DOL Form 5500 · 2022

Ameriserv Financial Pension Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
157
Participants Small participant base
89th
Percentile by assets National rank
$358,213
Avg per participant High balance/head
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Official DOL plan name: Ameriserv Financial Pension Plan · Sponsored by Ameriserv Financial · Pennsylvania · Finance & Insurance

$56M in assets, 157 participants

Ameriserv Financial's Ameriserv Financial Pension Plan reported $56M in total assets and 157 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,611 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Ameriserv Financial Pension Plan covers 157 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $56M.

#7,611
in Finance & Insurance (9,261 peers)
-20.1%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ameriserv Financial Pension Plan's outsized position by total assets

Ameriserv Financial Pension Plan vs every filed plan by assets

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

$56,239,408 Top 11% higher than 89% 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

Ameriserv Financial Pension 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. Ameriserv Financial Pension Plan sits mid-pack in the medium band (157 participants).

Plan-year Form 5500 strip

Filing strip 250851535 · Ameriserv Financial PY 2022 · Defined Benefit (Pension)

Ameriserv Financial Pension Plan · $56M · 157 · 89th

  • VS-ST $56M
  • VS-ST 157
  • VS-ST 89th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust
  • VS-ST ind #7611

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 →

Ameriserv Financial Pension Plan in the asset neighbourhood

Pension Plan for Employees of North Star Mutual Insurance CompanyPension Plan for Employees o…$56MAmeriserv Financial Pension PlanAmeriserv Financial Pension …$56MHapo Community Credit Union Cash Balance Defined Benefit Plan and TrustHapo Community Credit Union …$56MRetirement Plan for Pilots of Piedmont Airlines, Inc.Retirement Plan for Pilots o…$56MWbc Holdings, L.P. Cash Balance Retirement PlanWbc Holdings, L.P. Cash Bala…$56M
End-of-year total assets ($M) among Ameriserv Financial Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$56M
Net Income-$14M
Employer EIN250851535
Plan Effective Date1945-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ameriserv Financial)

Sponsor-wide plan assets over time

All Ameriserv Financial plans reported in each filing year

Latest sponsor-wide plan assets
$105M 14.006666660305777% vs 2022
2024 filing year
$90M$95M$100M$105M$110M 202220232024 $92.2M $105M ▲ +14.0%
Year Plans Participants Total Assets
2022 2 492 $92M
2023 2 481 $100M
2024 2 474 $105M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ameriserv Financial Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Ameriserv Financial Pension Plan, Total assets ($B): 0.056239408 · Participants: 157Ameriserv Financial Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Ameriserv Financial Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Ameriserv Financial Pension Plan side-by-side with 3 peers →

Ameriserv Financial Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust in WA ($56M); by covered participants it is American Postal Workers Union Health Plan Employees' Pension Plan in MD (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Ameriserv Financial Pension Plan assets move in 2022? ▼
Ameriserv Financial Pension Plan declined sharply - down 20.1% during 2022, from $70M to $56M. Reported net income was -$14M.
How have Ameriserv Financial plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ameriserv Financial's sponsor-wide assets grew 14.0%, from $92M to $105M.
Where does Ameriserv Financial Pension Plan rank by assets among Form 5500 filers? ▼
Ameriserv Financial Pension Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ameriserv Financial Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust in WA ($56M, 402 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ameriserv Financial Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Postal Workers Union Health Plan Employees' Pension Plan in MD (157 participants, $62M 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 250851535.

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.