Defined Benefit (Pension) · DOL Form 5500 · 2022
Putnam County National Bank Pension Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $995,731
- Avg per participant High balance/head
Official DOL plan name: Putnam County National Bank Pension Plan as a Member of the New York State Bankers Retirement System · Sponsored by Putnam County National Bank · New York · Finance & Insurance
$5M in assets, 5 participants
Putnam County National Bank's Putnam County National Bank Pension Plan as a Member of the New York State Bankers Retirement System reported $5M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #3,259 in Finance & Insurance (9,261 peers)
2022 asset change
Putnam County National Bank Pension Plan as a Member of the New York State Bankers Retirement System pulled back noticeably 8.4% in 2022 ($5M → $5M) for 5 participants.
- #3,259
- in Finance & Insurance (9,261 peers)
- -8.4%
- assets change YoY
The plan reported a net loss of $458K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Putnam County National 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
Putnam County National 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
$4,978,654 Top 50% higher than 50% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Putnam County National Bank Pension Plan as a Member of the New York State Bankers Retirement System among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Putnam County National Bank Pension Plan as a Member of the New York State Bankers Retirement System is a micro filing (5 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 140984850 · Putnam County National Bank PY 2022 · Defined Benefit (Pension)
Putnam County National Bank Pension Plan as a Member of the New York State Bankers Retirement System · $5M · 5 · 50th
- VS-ST $5M
- BOY 5
- SCH 50th
- EBSA Defined Benefit (Pension)
- PART near Retirement Plan for Employees of the Ovid Bell Press, Inc.
- TYPE ind #3259
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 →
Putnam County National Bank Pension Plan as a Member of the New York State Bankers Retirement System in the asset neighbourhood
Putnam County National Bank years around the 2022 move
Sponsor-wide plan assets over time
All Putnam County National Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 9.305507070786602% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $5M |
| 2023 | 1 | 4 | $6M |
| 2024 | 1 | 4 | $5M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$458K |
| Employer EIN | 140984850 |
| Plan Effective Date | 1952-12-26 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Putnam County National 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 Retirement Plan for Employees of the Ovid Bell Press, Inc. in MO ($5M); by covered participants it is Vjlp LLC Defined Benefit Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Retirement Plan for Employees of the Ovid Bell Press, Inc. (MO) $5M · 23
- Retirement Plan for Employees of Advance Ross Electronics Corporation (TX) $5M · 9
- Carrier Process Equipment Group, Inc. Cash Balance Plan (KY) $5M · 255
- Liquid Transporters, Inc. Drivers & Shop Personnel Retirement Plan () $5M · 3
Similar participant headcount
Nearest other-state filings by covered participants (5 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.