Defined Benefit (Pension) · DOL Form 5500 · 2023
Hamlin Bank and Trust Company Pension Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 70
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $373,639
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Employees of Hamlin Bank and Trust Company · Sponsored by Hamlin Bank and Trust Company · Pennsylvania · Finance & Insurance
$26M in assets, 70 participants
Hamlin Bank and Trust Company's Retirement Plan for Employees of Hamlin Bank and Trust Company reported $26M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #5,787 in Finance & Insurance (8,869 peers)
Where Retirement Plan for Employees of Hamlin Bank and Trust Company sits by assets
Retirement Plan for Employees of Hamlin Bank and Trust Company sits in the top quartile of all filed plans by assets, $26M for 70 participants (~$373,639/participant), up 13.5% in 2023.
- #5,787
- in Finance & Insurance (8,869 peers)
- +13.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Retirement Plan for Employees of Hamlin Bank and Trust Company's outsized position by total assets
Retirement Plan for Employees of Hamlin Bank and Trust Company vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,154,744 Top 23% higher than 77% 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
Retirement Plan for Employees of Hamlin Bank and Trust Company among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Hamlin Bank and Trust Company is a small filing (70 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Employees of Hamlin Bank and Trust Company reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Retirement Plan for Employees of Hamlin Bank and Trust Company end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Retirement Plan for Employees of Hamlin Bank and Trust Company reported participants fell from 72 in the plan year 2022 filing to 70 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 250532490 · Hamlin Bank and Trust Company PY 2023 · Defined Benefit (Pension)
Retirement Plan for Employees of Hamlin Bank and Trust Company · $26M · 70 · 77th
- EOY $26M
- EOY 70
- EOY 77th
- EOY Defined Benefit (Pension)
- EOY near Iron Workers Pension Trust Fund for Colorado
- EOY ind #5787
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 →
Retirement Plan for Employees of Hamlin Bank and Trust Company in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $3M |
| Employer EIN | 250532490 |
| Plan Effective Date | 1949-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hamlin Bank and Trust Company)
Sponsor-wide plan assets over time
All Hamlin Bank and Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 21.57898486670611% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $23M |
| 2023 | 1 | 70 | $26M |
| 2024 | 1 | 72 | $28M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
Retirement Plan for Employees of Hamlin Bank and Trust Company's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Iron Workers Pension Trust Fund for Colorado in CO ($26M); by covered participants it is Burke & Herbert Bank & Trust Company Retirement Plan in VA (70 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Iron Workers Pension Trust Fund for Colorado (CO) $26M · 725
- Wynne Building Corporation Employees' Pension Trust (FL) $26M · 63
- The Retirement Plan for Employees of Middlesex Federal Savings, F.a. (MA) $26M · 62
- GE Aviation Systems Pension Plan for UAW Local 330 Union Employees of the Grand Rapids, Mi Division (OH) $26M · 65
Similar participant headcount
Nearest other-state filings by covered participants (70 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.