401(k) · DOL Form 5500 · 2022

First National Bank of Pennsylvania 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
154
Participants Small participant base
69th
Percentile by assets National rank
$78,066
Avg per participant Below avg balance/head
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Official DOL plan name: Union Bank 401(k) Profit Sharing Plan · Sponsored by First National Bank of Pennsylvania · Pennsylvania · Finance & Insurance

$12M in assets, 154 participants

First National Bank of Pennsylvania's Union Bank 401(k) Profit Sharing Plan reported $12M in total assets and 154 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,845 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Union Bank 401(k) Profit Sharing Plan covers 154 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.

#4,845
in Finance & Insurance (9,261 peers)
-24.4%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Union Bank 401(k) Profit Sharing Plan's outsized position by total assets

Union Bank 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,022,199 Top 31% higher than 69% 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

Union Bank 401(k) Profit Sharing 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. Union Bank 401(k) Profit Sharing Plan sits mid-pack in the medium band (154 participants).

EBSA filing schedule strip

Filing strip 251255405 · First National Bank of Pennsylvania PY 2022 · 401(k)

Union Bank 401(k) Profit Sharing Plan · $12M · 154 · 69th

  • EIN $12M
  • RANK 154
  • PHOTO 69th
  • IND 401(k)
  • EOY near 401(k) Plan for the International Association of Bridge, Structural, Ornamental and Reinforcing Iron Workers
  • 5500 ind #4845

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 →

Union Bank 401(k) Profit Sharing Plan in the asset neighbourhood

Union Bank 401(k) Profit Sharing PlanUnion Bank 401(k) Profit Sha…$12M401(k) Plan for the International Association of Bridge, Structural, Ornamental and Reinforcing Iron Workers401(k) Plan for the Internat…$12MTroyer Foods, Inc. 401(k) Profit Sharing PlanTroyer Foods, Inc. 401(k) Pr…$12MAltura Centers for Health 401(k) PlanAltura Centers for Health 40…$12MElectronic Vision Systems Retirement PlanElectronic Vision Systems Re…$12M
End-of-year total assets ($M) among Union Bank 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$12M
Net Income-$4M
Employer EIN251255405
Plan Effective Date1998-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Union Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Union Bank 401(k) Profit Sharing Plan, Total assets ($B): 0.012022199 · Participants: 154Union Bank 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Union Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Union Bank 401(k) Profit Sharing Plan side-by-side with 3 peers →

Union Bank 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is 401(k) Plan for the International Association of Bridge, Structural, Ornamental and Reinforcing Iron Workers in DC ($12M); by covered participants it is Kenna Security, Inc. 401(k) Plan in CA (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Union Bank 401(k) Profit Sharing Plan assets move in 2022? ▼
Union Bank 401(k) Profit Sharing Plan declined sharply - down 24.4% during 2022, from $16M to $12M. Reported net income was -$4M.
Which 401(k) plans are similar in size to Union Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Plan for the International Association of Bridge, Structural, Ornamental and Reinforcing Iron Workers in DC ($12M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Union Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kenna Security, Inc. 401(k) Plan in CA (154 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 251255405.

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.