401(k) · DOL Form 5500 · 2023

Traditions Bank 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
158
Participants Small participant base
71st
Percentile by assets National rank
$118,140
Avg per participant Near avg balance/head
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Official DOL plan name: Traditions Bank Retirement Plan · Sponsored by Traditions Bank · Pennsylvania · Finance & Insurance

$19M in assets, 158 participants

Traditions Bank's Traditions Bank Retirement Plan reported $19M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,110 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Traditions Bank Retirement Plan covers 158 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $19M.

#5,110
in Finance & Insurance (8,869 peers)
+21.1%
assets growth YoY

Traditions Bank Retirement Plan's outsized position by total assets

Traditions Bank Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$18,666,064 Top 29% higher than 71% of 127,068 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 2023

Traditions Bank Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Traditions Bank Retirement Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Traditions Bank Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Traditions Bank Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Traditions Bank Retirement Plan reported participants rose from 153 in the plan year 2022 filing to 158 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 030454928 · Traditions Bank PY 2023 · 401(k)

Traditions Bank Retirement Plan · $19M · 158 · 71st

  • EIN $19M
  • RANK 158
  • PHOTO 71st
  • IND 401(k)
  • EOY near Bbc International LLC 401(k) Plan & Trust
  • 5500 ind #5110

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 Pennsylvania →

Traditions Bank Retirement Plan in the asset neighbourhood

Traditions Bank Retirement PlanTraditions Bank Retirement P…$19MBbc International LLC 401(k) Plan & TrustBbc International LLC 401(k)…$19MDm Luxury LLC 401(k) Plan$19MScience and Technology Associates, Inc. Employees 401(k) and Pension PlanScience and Technology Assoc…$19MLibby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) PlanLibby Perszyk Kathman Holdin…$19M
End-of-year total assets ($M) among Traditions Bank Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN030454928
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Traditions Bank)

Sponsor-wide plan assets over time

All Traditions Bank plans reported in each filing year

Latest sponsor-wide plan assets
$19M 25.762962715024667% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.4M $19.4M ▲ +25.7%
Year Plans Participants Total Assets
2022 1 153 $15M
2023 1 158 $19M
2024 2 271 $19M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Traditions Bank Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Traditions Bank Retirement Plan, Total assets ($B): 0.018666064 · Participants: 158Traditions Bank Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Traditions Bank Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Traditions Bank Retirement Plan side-by-side with 3 peers →

Traditions Bank Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Bbc International LLC 401(k) Plan & Trust in FL ($19M); by covered participants it is Harbinder S Brar Md Inc 401(k) Profit Sharing Plan & Trust in CA (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Traditions Bank Retirement Plan assets move in 2023? ▼
Traditions Bank Retirement Plan grew sharply - up 21.1% during 2023, from $15M to $19M. Reported net income was $3M.
How have Traditions Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Traditions Bank's sponsor-wide assets grew 25.8%, from $15M to $19M.
Which 401(k) plans are similar in size to Traditions Bank Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bbc International LLC 401(k) Plan & Trust in FL ($19M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Traditions Bank Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Harbinder S Brar Md Inc 401(k) Profit Sharing Plan & Trust in CA (158 participants, $650K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030454928.

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.