401(k) · DOL Form 5500 · 2023
The Bank of Richmondville 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 29
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $186,845
- Avg per participant Above avg balance/head
Official DOL plan name: The Bank of Richmondville Employee Stock Ownership Plan · Sponsored by The Bank of Richmondville · New York · Finance & Insurance
$5M in assets, 29 participants
The Bank of Richmondville's The Bank of Richmondville Employee Stock Ownership Plan reported $5M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.
- #2,895 in Finance & Insurance (8,869 peers)
The Bank of Richmondville multi-year trail
The Bank of Richmondville's plans moved +35.2% in assets from 2022 to 2024; this filing shows The Bank of Richmondville Employee Stock Ownership Plan at $5M / 29 participants.
- #2,895
- in Finance & Insurance (8,869 peers)
- +28.1%
- assets growth YoY
The Bank of Richmondville Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers
The Bank of Richmondville Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,418,497 46th percentile higher than 46% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Bank of Richmondville Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Bank of Richmondville Employee Stock Ownership Plan is a small filing (29 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Bank of Richmondville Employee Stock Ownership Plan reported net income rose from -$808K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- The Bank of Richmondville Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- The Bank of Richmondville Employee Stock Ownership Plan reported participants fell from 31 in the plan year 2022 filing to 29 in the plan year 2023 filing.
DOL schedule card
Filing strip 140486900 · The Bank of Richmondville PY 2023 · 401(k)
The Bank of Richmondville Employee Stock Ownership Plan · $5M · 29 · 46th
- PHOTO $5M
- IND 29
- EOY 46th
- 5500 401(k)
- ASSETS near Donald a. Johnson Consulting, Inc. 401(k) Plan
- PCT ind #2895
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 →
The Bank of Richmondville Employee Stock Ownership Plan in the asset neighbourhood
The Bank of Richmondville multi-year asset trail
Sponsor-wide plan assets over time
All The Bank of Richmondville plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 35.20028564942681% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 31 | $4M |
| 2023 | 1 | 29 | $5M |
| 2024 | 1 | 32 | $6M |
The Bank of Richmondville filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 140486900 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
The Bank of Richmondville Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Donald a. Johnson Consulting, Inc. 401(k) Plan in TX ($5M); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.
- Kizer Pharmacy, LLC Safe Harbor 401(k) Plan (TN) 29 · 0 off
- Pence Wealth Management, Inc. 401(k) Profit Sharing Plan (CA) 29 · 0 off
- Bertrand, Fox & Elliot 401(k) Profit Sharing Plan (CA) 29 · 0 off
- Cooperativa De Ahorro Y Credito Nuestra Senora De La Candelaria Salary Deferral Retirement Plan (PR) 29 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.