401(k) · DOL Form 5500 · 2022

The First National Bank & Trust Company of Newtown 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
124
Participants Small participant base
84th
Percentile by assets National rank
$262,806
Avg per participant High balance/head
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Official DOL plan name: First National Bank of Newtown Savings/Incentive Plan · Sponsored by The First National Bank & Trust Company of Newtown · Pennsylvania · Finance & Insurance

$33M in assets, 124 participants

The First National Bank & Trust Company of Newtown's First National Bank of Newtown Savings/Incentive Plan reported $33M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,835 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

First National Bank of Newtown Savings/Incentive Plan covers 124 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $33M.

#6,835
in Finance & Insurance (9,261 peers)
-19.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First National Bank of Newtown Savings/Incentive Plan's outsized position by total assets

First National Bank of Newtown Savings/Incentive Plan vs every filed plan by assets

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

$32,587,977 Top 16% higher than 84% 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

First National Bank of Newtown Savings/Incentive 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. First National Bank of Newtown Savings/Incentive Plan sits mid-pack in the medium band (124 participants).

Form 5500 schedule snapshot

Filing strip 230916895 · The First National Bank & Trust Company of Newtown PY 2022 · 401(k)

First National Bank of Newtown Savings/Incentive Plan · $33M · 124 · 84th

  • PART $33M
  • TYPE 124
  • NET 84th
  • BOOK 401(k)
  • VS-ST near P1 Technologies, Inc. Employee Stock Ownership and Savings Plan
  • BOY ind #6835

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 →

First National Bank of Newtown Savings/Incentive Plan in the asset neighbourhood

Nifco America Corporation Savings Retirement PlanNifco America Corporation Sa…$33MFred's, Inc. Salary Reduction Profit Sharing PlanFred's, Inc. Salary Reductio…$33MFirst National Bank of Newtown Savings/Incentive PlanFirst National Bank of Newto…$33MP1 Technologies, Inc. Employee Stock Ownership and Savings PlanP1 Technologies, Inc. Employ…$33MTaro Pharmaceuticals U.S.a., Inc 401(k) PlanTaro Pharmaceuticals U.S.a.,…$33M
End-of-year total assets ($M) among First National Bank of Newtown Savings/Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$33M
Net Income-$8M
Employer EIN230916895
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The First National Bank & Trust Company of Newtown)

Sponsor-wide plan assets over time

All The First National Bank & Trust Company of Newtown plans reported in each filing year

Latest sponsor-wide plan assets
$96M 30.244376667750533% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73.4M $95.6M ▲ +30.2%
Year Plans Participants Total Assets
2022 2 239 $73M
2023 2 230 $87M
2024 2 233 $96M

Nearby 401(k) Plans in Pennsylvania

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

First National Bank of Newtown Savings/Incentive Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants First National Bank of Newtown Savings/Incentive Plan, Total assets ($B): 0.032587977 · Participants: 124First National Bank of Newtown Savings/Incentive 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
First National Bank of Newtown Savings/Incentive Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare First National Bank of Newtown Savings/Incentive Plan side-by-side with 3 peers →

First National Bank of Newtown Savings/Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is P1 Technologies, Inc. Employee Stock Ownership and Savings Plan in VA ($33M); by covered participants it is Mp Biomedicals, Inc. Retirement Savings Plan in CA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 First National Bank of Newtown Savings/Incentive Plan assets move in 2022? ▼
First National Bank of Newtown Savings/Incentive Plan declined sharply - down 19.2% during 2022, from $40M to $33M. Reported net income was -$8M.
How have The First National Bank & Trust Company of Newtown plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The First National Bank & Trust Company of Newtown's sponsor-wide assets grew 30.2%, from $73M to $96M.
Where does First National Bank of Newtown Savings/Incentive Plan rank by assets among Form 5500 filers? ▼
First National Bank of Newtown Savings/Incentive Plan ranks in the 84th 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 401(k) plans are similar in size to First National Bank of Newtown Savings/Incentive Plan? ▼
Among 401(k) plans in other states, the closest by assets is P1 Technologies, Inc. Employee Stock Ownership and Savings Plan in VA ($33M, 217 participants).
Which 401(k) plans cover a similar participant headcount to First National Bank of Newtown Savings/Incentive Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mp Biomedicals, Inc. Retirement Savings Plan in CA (124 participants, $9M 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 230916895.

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.