Defined Benefit (Pension) · DOL Form 5500 · 2023

First Citizens Community Bank Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
56
Participants Small participant base
62nd
Percentile by assets National rank
$208,248
Avg per participant Above avg balance/head
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Official DOL plan name: First Citizens Community Bank Account Balance Pension Plan · Sponsored by First Citizens Community Bank · Pennsylvania · Finance & Insurance

$12M in assets, 56 participants

First Citizens Community Bank's First Citizens Community Bank Account Balance Pension Plan reported $12M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,148 in Finance & Insurance (8,869 peers)

First Citizens Community Bank multi-year trail

First Citizens Community Bank's plans moved +43.0% in assets from 2022 to 2024; this filing shows First Citizens Community Bank Account Balance Pension Plan at $12M / 56 participants.

#4,148
in Finance & Insurance (8,869 peers)
+2.9%
assets growth YoY

First Citizens Community Bank Account Balance Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

First Citizens Community Bank Account Balance Pension Plan vs every filed plan by assets

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

$11,661,876 Top 38% higher than 62% 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

First Citizens Community Bank Account Balance Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Citizens Community Bank Account Balance Pension Plan is a small filing (56 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Citizens Community Bank Account Balance Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $327K in the plan year 2023 filing.
  • First Citizens Community Bank Account Balance Pension Plan reported participants fell from 60 in the plan year 2022 filing to 56 in the plan year 2023 filing.
  • First Citizens Community Bank Account Balance Pension Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 240652238 · First Citizens Community Bank PY 2023 · Defined Benefit (Pension)

First Citizens Community Bank Account Balance Pension Plan · $12M · 56 · 62nd

  • 5500 $12M
  • ASSETS 56
  • PCT 62nd
  • EIN Defined Benefit (Pension)
  • RANK near Whitney Museum of American Art Retirement Plan
  • PHOTO ind #4148

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 →

First Citizens Community Bank Account Balance Pension Plan in the asset neighbourhood

Barasch & Mcgarry, PC Cash Balance PlanBarasch & Mcgarry, PC Cash B…$12MSouthern Star Retirement Plan (Union)Southern Star Retirement Pla…$12MGenon Pension Plan for Bargained EmployeesGenon Pension Plan for Barga…$12MFirst Citizens Community Bank Account Balance Pension PlanFirst Citizens Community Ban…$12MWhitney Museum of American Art Retirement PlanWhitney Museum of American A…$12M
End-of-year total assets ($M) among First Citizens Community Bank Account Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

First Citizens Community Bank multi-year asset trail

Sponsor-wide plan assets over time

All First Citizens Community Bank plans reported in each filing year

Latest sponsor-wide plan assets
$55M 43.03480030620683% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $38.3M $54.8M ▲ +43.0%
Year Plans Participants Total Assets
2022 2 357 $38M
2023 2 377 $48M
2024 2 453 $55M

First Citizens Community Bank filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$327K
Employer EIN240652238
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

First Citizens Community Bank Account Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants First Citizens Community Bank Account Balance Pension Plan, Total assets ($B): 0.011661876 · Participants: 56First Citizens Community Bank Account Balance Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
First Citizens Community Bank Account Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare First Citizens Community Bank Account Balance Pension Plan side-by-side with 3 peers →

First Citizens Community Bank Account Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Whitney Museum of American Art Retirement Plan in NY ($12M); by covered participants it is American Postal Workers Union Employees' Retirement Plan in DC (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 First Citizens Community Bank Account Balance Pension Plan assets move in 2023? ▼
First Citizens Community Bank Account Balance Pension Plan edged up modestly - up 2.9% during 2023, from $11M to $12M. Reported net income was $327K.
How have First Citizens Community Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Citizens Community Bank's sponsor-wide assets grew 43.0%, from $38M to $55M.
Which Defined Benefit (Pension) plans are similar in size to First Citizens Community Bank Account Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Whitney Museum of American Art Retirement Plan in NY ($12M, 75 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to First Citizens Community Bank Account Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Postal Workers Union Employees' Retirement Plan in DC (56 participants, $28M 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 240652238.

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.