Defined Benefit (Pension) · DOL Form 5500 · 2022

Peoples Security Bank & Trust Company Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
48
Participants Small participant base
74th
Percentile by assets National rank
$335,539
Avg per participant High balance/head
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Official DOL plan name: Penn Security Bank and Trust Company Employees' Pension Plan · Sponsored by Peoples Security Bank & Trust Company · Pennsylvania · Finance & Insurance

$16M in assets, 48 participants

Peoples Security Bank & Trust Company's Penn Security Bank and Trust Company Employees' Pension Plan reported $16M in total assets and 48 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,472 in Finance & Insurance (9,261 peers)

Peoples Security Bank & Trust Company multi-year trail

Peoples Security Bank & Trust Company's plans moved +21.9% in assets from 2022 to 2024; this filing shows Penn Security Bank and Trust Company Employees' Pension Plan at $16M / 48 participants.

#5,472
in Finance & Insurance (9,261 peers)
-16.4%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Penn Security Bank and Trust Company Employees' Pension Plan's outsized position by total assets

Penn Security Bank and Trust Company Employees' Pension Plan vs every filed plan by assets

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

$16,105,880 Top 26% higher than 74% 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

Penn Security Bank and Trust Company Employees' Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penn Security Bank and Trust Company Employees' Pension Plan is a small filing (48 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 240603570 · Peoples Security Bank & Trust Company PY 2022 · Defined Benefit (Pension)

Penn Security Bank and Trust Company Employees' Pension Plan · $16M · 48 · 74th

  • IND $16M
  • EOY 48
  • 5500 74th
  • ASSETS Defined Benefit (Pension)
  • PCT near Somerset Savings Bank, Sla Pension Plan
  • EIN ind #5472

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 →

Penn Security Bank and Trust Company Employees' Pension Plan in the asset neighbourhood

Group Pension Plan for Employees of Rail Europe North America Inc.Group Pension Plan for Emplo…$16MSbera Pension Plan as Adopted by Greenfield Savings BankSbera Pension Plan as Adopte…$16MPenn Security Bank and Trust Company Employees' Pension PlanPenn Security Bank and Trust…$16MSomerset Savings Bank, Sla Pension PlanSomerset Savings Bank, Sla P…$16MFedway Associates, Inc. Employees' Retirement PlanFedway Associates, Inc. Empl…$16M
End-of-year total assets ($M) among Penn Security Bank and Trust Company Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Peoples Security Bank & Trust Company multi-year asset trail

Sponsor-wide plan assets over time

All Peoples Security Bank & Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$77M 21.91168738913884% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $63.4M $77.3M ▲ +21.9%
Year Plans Participants Total Assets
2022 3 765 $63M
2023 3 788 $70M
2024 3 789 $77M

Peoples Security Bank & Trust Company filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN240603570
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Penn Security Bank and Trust Company Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Penn Security Bank and Trust Company Employees' Pension Plan, Total assets ($B): 0.01610588 · Participants: 48Penn Security Bank and Trust Company Employees' 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
Penn Security Bank and Trust Company Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Penn Security Bank and Trust Company Employees' Pension Plan side-by-side with 3 peers →

Penn Security Bank and Trust Company Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Somerset Savings Bank, Sla Pension Plan in NJ ($16M); by covered participants it is Holstein Association USA, Inc. Amended and Restated Pension Plan in VT (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Penn Security Bank and Trust Company Employees' Pension Plan assets move in 2022? ▼
Penn Security Bank and Trust Company Employees' Pension Plan declined sharply - down 16.4% during 2022, from $19M to $16M. Reported net income was -$3M.
How have Peoples Security Bank & Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peoples Security Bank & Trust Company's sponsor-wide assets grew 21.9%, from $63M to $77M.
Which Defined Benefit (Pension) plans are similar in size to Penn Security Bank and Trust Company Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Somerset Savings Bank, Sla Pension Plan in NJ ($16M, 57 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Penn Security Bank and Trust Company Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Holstein Association USA, Inc. Amended and Restated Pension Plan in VT (48 participants, $12M 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 240603570.

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.