401(k) · DOL Form 5500 · 2023

Orange County Bancorp Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
186
Participants Below avg headcount
79th
Percentile by assets National rank
$158,688
Avg per participant Above avg balance/head
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Official DOL plan name: Orange County Bancorp Inc. 401(k)Plan · Sponsored by Orange County Bancorp Inc. · New York · Finance & Insurance

$30M in assets, 186 participants

Orange County Bancorp Inc.'s Orange County Bancorp Inc. 401(k)Plan reported $30M in total assets and 186 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,012 in Finance & Insurance (8,869 peers)

Coverage in New York

Orange County Bancorp Inc. 401(k)Plan covers 186 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $30M.

#6,012
in Finance & Insurance (8,869 peers)
+24.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Orange County Bancorp Inc. 401(k)Plan's outsized position by total assets

Orange County Bancorp Inc. 401(k)Plan vs every filed plan by assets

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

$29,515,896 Top 21% higher than 79% 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

Orange County Bancorp Inc. 401(k)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. Orange County Bancorp Inc. 401(k)Plan sits mid-pack in the medium band (186 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orange County Bancorp Inc. 401(k)Plan reported net income rose from -$1M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Orange County Bancorp Inc. 401(k)Plan end-of-year assets rose from $24M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Orange County Bancorp Inc. 401(k)Plan reported participants fell from 190 in the plan year 2022 filing to 186 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 261135778 · Orange County Bancorp Inc. PY 2023 · 401(k)

Orange County Bancorp Inc. 401(k)Plan · $30M · 186 · 79th

  • VS-ST $30M
  • VS-ST 186
  • VS-ST 79th
  • VS-ST 401(k)
  • VS-ST near Tolleson Wealth Management 401(k) Plan
  • VS-ST ind #6012

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 →

Orange County Bancorp Inc. 401(k)Plan in the asset neighbourhood

Project Consulting Services, Inc. 401(k) PlanProject Consulting Services,…$30MOrange County Bancorp Inc. 401(k)PlanOrange County Bancorp Inc. 4…$30MTolleson Wealth Management 401(k) PlanTolleson Wealth Management 4…$30MG&w Laboratories Inc. Retirement PlanG&w Laboratories Inc. Retire…$30MJimcor Retirement Savings PlanJimcor Retirement Savings Pl…$30M
End-of-year total assets ($M) among Orange County Bancorp Inc. 401(k)Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$30M
Net Income$6M
Employer EIN261135778
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orange County Bancorp Inc.)

Sponsor-wide plan assets over time

All Orange County Bancorp Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 34.297420387920205% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.6M $31.7M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 190 $24M
2023 1 186 $30M
2024 1 210 $32M

Nearby 401(k) Plans in New York

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

Orange County Bancorp Inc. 401(k)Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Orange County Bancorp Inc. 401(k)Plan, Total assets ($B): 0.029515896 · Participants: 186Orange County Bancorp Inc. 401(k)PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Orange County Bancorp Inc. 401(k)Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Orange County Bancorp Inc. 401(k)Plan side-by-side with 3 peers →

Orange County Bancorp Inc. 401(k)Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tolleson Wealth Management 401(k) Plan in TX ($30M); by covered participants it is Knock, Inc 401(k) Plan in WA (186 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Orange County Bancorp Inc. 401(k)Plan assets move in 2023? ▼
Orange County Bancorp Inc. 401(k)Plan grew sharply - up 24.9% during 2023, from $24M to $30M. Reported net income was $6M.
How have Orange County Bancorp Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orange County Bancorp Inc.'s sponsor-wide assets grew 34.3%, from $24M to $32M.
Where does Orange County Bancorp Inc. 401(k)Plan rank by assets among Form 5500 filers? ▼
Orange County Bancorp Inc. 401(k)Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Orange County Bancorp Inc. 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tolleson Wealth Management 401(k) Plan in TX ($30M, 223 participants).
Which 401(k) plans cover a similar participant headcount to Orange County Bancorp Inc. 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Knock, Inc 401(k) Plan in WA (186 participants, N/A 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 261135778.

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.