Defined Benefit (Pension) · DOL Form 5500 · 2023

Jersey Shore State Bank Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
25
Participants Small participant base
75th
Percentile by assets National rank
$933,140
Avg per participant High balance/head
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Official DOL plan name: Jersey Shore State Bank Retirement Plan · Sponsored by Jersey Shore State Bank · Pennsylvania · Finance & Insurance

$23M in assets, 25 participants

Jersey Shore State Bank's Jersey Shore State Bank Retirement Plan reported $23M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,561 in Finance & Insurance (8,869 peers)

Where Jersey Shore State Bank Retirement Plan sits by assets

Jersey Shore State Bank Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 25 participants (~$933,140/participant), up 11.6% in 2023.

#5,561
in Finance & Insurance (8,869 peers)
+11.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Jersey Shore State Bank Retirement Plan's outsized position by total assets

Jersey Shore State Bank Retirement Plan vs every filed plan by assets

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

$23,328,498 Top 25% higher than 75% 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

Jersey Shore State Bank Retirement 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. Jersey Shore State Bank Retirement Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jersey Shore State Bank Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Jersey Shore State Bank Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Jersey Shore State Bank Retirement Plan reported participants fell from 26 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 240622580 · Jersey Shore State Bank PY 2023 · Defined Benefit (Pension)

Jersey Shore State Bank Retirement Plan · $23M · 25 · 75th

  • SCH $23M
  • SCH 25
  • SCH 75th
  • SCH Defined Benefit (Pension)
  • SCH near Anaren Microwave, Inc. Pension Plan
  • SCH ind #5561

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 →

Jersey Shore State Bank Retirement Plan in the asset neighbourhood

The Fiesta Tableware Company Salaried Employees Pension PlanThe Fiesta Tableware Company…$23MEpcor Water (USA), Inc. Pension PlanEpcor Water (USA), Inc. Pens…$23MJersey Shore State Bank Retirement PlanJersey Shore State Bank Reti…$23MAnaren Microwave, Inc. Pension PlanAnaren Microwave, Inc. Pensi…$23MThe Pension Plan for Members of the Mount Sinai Hospital Pharmacy AssociationThe Pension Plan for Members…$23M
End-of-year total assets ($M) among Jersey Shore State Bank Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN240622580
Plan Effective Date1955-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jersey Shore State Bank)

Sponsor-wide plan assets over time

All Jersey Shore State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$25M 21.810395759208294% vs 2022
2024 filing year
$20M$22M$24M$26M 202220232024 $20.9M $25.5M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 26 $21M
2023 1 25 $23M
2024 1 24 $25M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Jersey Shore State Bank Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Jersey Shore State Bank Retirement Plan, Total assets ($B): 0.023328498 · Participants: 25Jersey Shore State Bank Retirement 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
Jersey Shore State Bank Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Jersey Shore State Bank Retirement Plan side-by-side with 3 peers →

Jersey Shore State Bank Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Anaren Microwave, Inc. Pension Plan in NY ($23M); by covered participants it is Whittaker Corporation Employees' Pension Plan in CA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Jersey Shore State Bank Retirement Plan assets move in 2023? ▼
Jersey Shore State Bank Retirement Plan grew at a solid clip - up 11.6% during 2023, from $21M to $23M. Reported net income was $2M.
How have Jersey Shore State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jersey Shore State Bank's sponsor-wide assets grew 21.8%, from $21M to $25M.
Where does Jersey Shore State Bank Retirement Plan rank by assets among Form 5500 filers? ▼
Jersey Shore State Bank Retirement Plan ranks in the 75th 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 Defined Benefit (Pension) plans are similar in size to Jersey Shore State Bank Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Anaren Microwave, Inc. Pension Plan in NY ($23M, 39 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jersey Shore State Bank Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Whittaker Corporation Employees' Pension Plan in CA (25 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 240622580.

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.