Defined Benefit (Pension) · DOL Form 5500 · 2022

Tioga State Bank Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
19
Participants Small participant base
41st
Percentile by assets National rank
$162,554
Avg per participant Above avg balance/head
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Official DOL plan name: Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System · Sponsored by Tioga State Bank · New York · Finance & Insurance

$3M in assets, 19 participants

Tioga State Bank's Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System reported $3M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,585 in Finance & Insurance (9,261 peers)

2022 asset change

Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System pulled back noticeably 11.7% in 2022 ($3M → $3M) for 19 participants.

#2,585
in Finance & Insurance (9,261 peers)
-11.7%
assets change YoY

The plan reported a net loss of $408K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System's mid-pack asset rank among Finance & Insurance and all filers

Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System vs every filed plan by assets

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

$3,088,531 41st percentile higher than 41% 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

Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System is a small filing (19 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 150620348 · Tioga State Bank PY 2022 · Defined Benefit (Pension)

Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System · $3M · 19 · 41st

  • PCT $3M
  • PCT 19
  • PCT 41st
  • PCT Defined Benefit (Pension)
  • PCT near Srinivas Rao, M.D., P.a. Defined Benefit Pension Plan
  • PCT ind #2585

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 New York →

Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System in the asset neighbourhood

Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement SystemTioga State Bank Pension Pla…$3MSrinivas Rao, M.D., P.a. Defined Benefit Pension PlanSrinivas Rao, M.D., P.a. Def…$3MDustin L. Rowe, Dds, Inc. Defined Benefit Pension PlanDustin L. Rowe, Dds, Inc. De…$3MHendricks Interests, LLC Employees Pension Plan and TrustHendricks Interests, LLC Emp…$3MKamran Hakimian, M.D., Inc. Defined Benefit Pension PlanKamran Hakimian, M.D., Inc. …$3M
End-of-year total assets ($M) among Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Tioga State Bank years around the 2022 move

Sponsor-wide plan assets over time

All Tioga State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.608546263579676% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M 202220232024 $3.09M $3.29M ▲ +6.5%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 19 $3M
2024 1 18 $3M

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$408K
Employer EIN150620348
Plan Effective Date1951-06-05
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System, Total assets ($B): 0.003088531 · Participants: 19Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement SystemIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Srinivas Rao, M.D., P.a. Defined Benefit Pension Plan in TX ($3M); by covered participants it is Advanced Polymer, Inc. Cash Balance Plan in NJ (19 participants). Same-state nearby plans are listed separately above.

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 Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System assets move in 2022?
Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System pulled back noticeably - down 11.7% during 2022, from $3M to $3M. Reported net income was -$408K.
How have Tioga State Bank plan assets changed over time?
Across 3 plan years on file (2022-2024), Tioga State Bank's sponsor-wide assets grew 6.6%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Srinivas Rao, M.D., P.a. Defined Benefit Pension Plan in TX ($3M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Advanced Polymer, Inc. Cash Balance Plan in NJ (19 participants, $4K in assets).