Defined Benefit (Pension) · DOL Form 5500 · 2022

Ballston Spa National Bank Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
83
Participants Small participant base
77th
Percentile by assets National rank
$241,874
Avg per participant Above avg balance/head
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Official DOL plan name: Ballston Spa National Bank Pension Plan · Sponsored by Ballston Spa National Bank · New York · Finance & Insurance

$20M in assets, 83 participants

Ballston Spa National Bank's Ballston Spa National Bank Pension Plan reported $20M in total assets and 83 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,922 in Finance & Insurance (9,261 peers)

Where Ballston Spa National Bank Pension Plan sits by assets

Ballston Spa National Bank Pension Plan sits in the top quartile of all filed plans by assets, $20M for 83 participants (~$241,874/participant), up 3.5% in 2022.

#5,922
in Finance & Insurance (9,261 peers)
+3.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Ballston Spa National Bank Pension Plan's outsized position by total assets

Ballston Spa National Bank Pension Plan vs every filed plan by assets

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

$20,075,514 Top 23% higher than 77% 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

Ballston Spa National Bank 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. Ballston Spa National Bank Pension Plan is a small filing (83 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 140486153 · Ballston Spa National Bank PY 2022 · Defined Benefit (Pension)

Ballston Spa National Bank Pension Plan · $20M · 83 · 77th

  • NET $20M
  • NET 83
  • NET 77th
  • NET Defined Benefit (Pension)
  • NET near Messer Cutting Systems, Inc. Pension Plan
  • NET ind #5922

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 →

Ballston Spa National Bank Pension Plan in the asset neighbourhood

Axia Inc. Retirement Plan$20MCentral Steel & Wire Company Retirement PlanCentral Steel & Wire Company…$20MBallston Spa National Bank Pension PlanBallston Spa National Bank P…$20MMesser Cutting Systems, Inc. Pension PlanMesser Cutting Systems, Inc.…$20MJames D. Morrissey, Inc. Et Al. Defined Benefit Pension PlanJames D. Morrissey, Inc. Et …$20M
End-of-year total assets ($M) among Ballston Spa National Bank Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$680K
Employer EIN140486153
Plan Effective Date1944-05-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Ballston Spa National Bank)

Sponsor-wide plan assets over time

All Ballston Spa National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$42M 17.393750766610577% vs 2022
2024 filing year
$34M$36M$38M$40M$42M$44M 202220232024 $35.5M $41.7M ▲ +17.4%
Year Plans Participants Total Assets
2022 2 200 $36M
2023 2 210 $38M
2024 2 202 $42M

Nearby Defined Benefit (Pension) Plans in New York

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

Ballston Spa National Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Ballston Spa National Bank Pension Plan, Total assets ($B): 0.020075514 · Participants: 83Ballston Spa National Bank Pension PlanIBM 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
Ballston Spa National Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Ballston Spa National Bank Pension Plan side-by-side with 3 peers →

Ballston Spa National Bank Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Messer Cutting Systems, Inc. Pension Plan in WI ($20M); by covered participants it is Renasant Bank Amended and Restated Pension Plan in MS (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Ballston Spa National Bank Pension Plan assets move in 2022? ▼
Ballston Spa National Bank Pension Plan edged up modestly - up 3.5% during 2022, from $19M to $20M. Reported net income was $680K.
How have Ballston Spa National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ballston Spa National Bank's sponsor-wide assets grew 17.4%, from $36M to $42M.
Where does Ballston Spa National Bank Pension Plan rank by assets among Form 5500 filers? ▼
Ballston Spa National Bank Pension Plan ranks in the 77th 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 Ballston Spa National Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Messer Cutting Systems, Inc. Pension Plan in WI ($20M, 30 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ballston Spa National Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Renasant Bank Amended and Restated Pension Plan in MS (83 participants, $21M 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 140486153.

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.