Defined Benefit (Pension) · DOL Form 5500 · 2022

Evans Bank, N.a. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
50
Participants Small participant base
49th
Percentile by assets National rank
$91,959
Avg per participant Below avg balance/head
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Official DOL plan name: Evans Bank, N.a. Pension Plan · Sponsored by Evans Bank, N.a. · New York · Finance & Insurance

$5M in assets, 50 participants

Evans Bank, N.a.'s Evans Bank, N.a. Pension Plan reported $5M in total assets and 50 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,142 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Evans Bank, N.a. Pension Plan holds $5M for 50 participants - about $91,959 per participant, in the lower half of filed plans by assets.

#3,142
in Finance & Insurance (9,261 peers)
-4.8%
assets change YoY

The plan reported a net loss of $232K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Evans Bank, N.a. Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Evans Bank, N.a. Pension Plan vs every filed plan by assets

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

$4,597,955 49th percentile higher than 49% 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

Evans Bank, N.a. 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. Evans Bank, N.a. Pension Plan is a small filing (50 participants) on this national headcount ladder.

DOL schedule card

Filing strip 160426523 · Evans Bank, N.a. PY 2022 · Defined Benefit (Pension)

Evans Bank, N.a. Pension Plan · $5M · 50 · 49th

  • EBSA $5M
  • EBSA 50
  • EBSA 49th
  • EBSA Defined Benefit (Pension)
  • EBSA near The Restated Noncontributory Retirement Plan for Cooperatives
  • EBSA ind #3142

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 →

Evans Bank, N.a. Pension Plan in the asset neighbourhood

Evans Bank, N.a. Pension Plan$5MThe Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$5MOra Orthopedics, P.C. Cash Balance PlanOra Orthopedics, P.C. Cash B…$5MEgbert Saavedra, Md, PLLC Defined Benefit PlanEgbert Saavedra, Md, PLLC De…$5MUtah Valley Pediatrics, PLLC Cash Balance Pension PlanUtah Valley Pediatrics, PLLC…$5M
End-of-year total assets ($M) among Evans Bank, N.a. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$232K
Employer EIN160426523
Plan Effective Date1947-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evans Bank, N.a.)

Sponsor-wide plan assets over time

All Evans Bank, N.a. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 5.471316726762724% vs 2022
2024 filing year
$35M$40M$45M 202220232024 $36.3M $38.3M ▲ +5.5%
Year Plans Participants Total Assets
2022 2 433 $36M
2023 2 420 $43M
2024 2 326 $38M

Nearby Defined Benefit (Pension) Plans in New York

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

Evans Bank, N.a. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Evans Bank, N.a. Pension Plan, Total assets ($B): 0.004597955 · Participants: 50Evans Bank, N.a. 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
Evans Bank, N.a. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Evans Bank, N.a. Pension Plan side-by-side with 3 peers →

Evans Bank, N.a. 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 The Restated Noncontributory Retirement Plan for Cooperatives in NE ($5M); by covered participants it is Stanadyne LLC Pension Plan in NC (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Evans Bank, N.a. Pension Plan assets move in 2022? ▼
Evans Bank, N.a. Pension Plan edged down modestly - down 4.8% during 2022, from $5M to $5M. Reported net income was -$232K.
How have Evans Bank, N.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evans Bank, N.a.'s sponsor-wide assets grew 5.5%, from $36M to $38M.
Which Defined Benefit (Pension) plans are similar in size to Evans Bank, N.a. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Restated Noncontributory Retirement Plan for Cooperatives in NE ($5M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Evans Bank, N.a. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Stanadyne LLC Pension Plan in NC (50 participants, $75M 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 160426523.

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.