Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

PUTNAM COUNTY NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

PUTNAM COUNTY NATIONAL BANK

This Defined Benefit (Pension) plan holds N/A in total assets and serves 5 participants as of 2022. It is sponsored by PUTNAM COUNTY NATIONAL BANK in New York.

Total Assets (2023)
N/A
Participants
5
State
Industry
Finance & Insurance

What the Filing Says About PUTNAM COUNTY NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM

PUTNAM COUNTY NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM is a Defined Benefit (Pension) retirement plan sponsored by PUTNAM COUNTY NATIONAL BANK, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 5 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 140984850, and the plan has been effective since 1952-12-26. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeDefined Benefit (Pension)
Employer EIN140984850
Plan Effective Date1952-12-26
Filing StatusFILING RECEIVED

Sponsor Plan History (PUTNAM COUNTY NATIONAL BANK)

Year Plans Participants Total Assets
2022 1 5 N/A
2023 1 4 N/A

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Frequently Asked Questions

How much money is in the PUTNAM COUNTY NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM?
As of the 2022 Form 5500 filing, PUTNAM COUNTY NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM holds N/A in total assets with 5 participants. It is sponsored by PUTNAM COUNTY NATIONAL BANK.
What type of plan is PUTNAM COUNTY NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM?
PUTNAM COUNTY NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM is a Defined Benefit (Pension) plan. It has been effective since 1952-12-26. The plan is filed with the U.S. Department of Labor under EIN 140984850.
Who sponsors the PUTNAM COUNTY NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM?
PUTNAM COUNTY NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM is sponsored by PUTNAM COUNTY NATIONAL BANK, located in New York. The sponsor's EIN is 140984850 and the plan operates in the Finance & Insurance industry.
How did PUTNAM COUNTY NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM perform in 2022?
PUTNAM COUNTY NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM held N/A in total assets at the end of 2022.
Where can I find official filings for PUTNAM COUNTY NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM?
Official Form 5500 filings for PUTNAM COUNTY NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 140984850 or plan name at efast.dol.gov.
How does PUTNAM COUNTY NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM compare to other plans?
You can compare PUTNAM COUNTY NATIONAL BANK PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 140984850.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.