401(k) · DOL Form 5500 · 2023

Peoples Trust and Savings Bank 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
45
Participants Small participant base
36th
Percentile by assets National rank
$66,074
Avg per participant Below avg balance/head
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Official DOL plan name: Peoples Trust & Savings Bank 401(k) Plan · Sponsored by Peoples Trust and Savings Bank · Indiana · Finance & Insurance

$3M in assets, 45 participants

Peoples Trust and Savings Bank's Peoples Trust & Savings Bank 401(k) Plan reported $3M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,190 in Finance & Insurance (8,869 peers)

Peoples Trust and Savings Bank multi-year trail

Peoples Trust and Savings Bank's plans moved +10.2% in assets from 2022 to 2024; this filing shows Peoples Trust & Savings Bank 401(k) Plan at $3M / 45 participants.

#2,190
in Finance & Insurance (8,869 peers)
+1.2%
assets growth YoY

Peoples Trust & Savings Bank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Peoples Trust & Savings Bank 401(k) Plan vs every filed plan by assets

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

$2,973,351 36th percentile higher than 36% 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

Peoples Trust & Savings Bank 401(k) 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. Peoples Trust & Savings Bank 401(k) Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peoples Trust & Savings Bank 401(k) Plan reported net income rose from -$905K in the plan year 2022 filing to $34K in the plan year 2023 filing.
  • Peoples Trust & Savings Bank 401(k) Plan reported participants fell from 48 in the plan year 2022 filing to 45 in the plan year 2023 filing.
  • Peoples Trust & Savings Bank 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 350576890 · Peoples Trust and Savings Bank PY 2023 · 401(k)

Peoples Trust & Savings Bank 401(k) Plan · $3M · 45 · 36th

  • RANK $3M
  • PHOTO 45
  • IND 36th
  • EOY 401(k)
  • 5500 near Vetncare Mso LLC 401(k) Plan
  • ASSETS ind #2190

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 Indiana →

Peoples Trust & Savings Bank 401(k) Plan in the asset neighbourhood

Peoples Trust & Savings Bank 401(k) PlanPeoples Trust & Savings Bank…$3MVetncare Mso LLC 401(k) Plan$3MTantara Transportation Corp. 401(k) Plan & TrustTantara Transportation Corp.…$3MGotham Surgical Solutions & De 401(k) Profit Sharing Plan & TrustGotham Surgical Solutions & …$3MCare Finders Total Care LLC 401(k) PlanCare Finders Total Care LLC …$3M
End-of-year total assets ($M) among Peoples Trust & Savings Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Peoples Trust and Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Peoples Trust and Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$3M 10.218243032675895% vs 2022
2024 filing year
$2.9M$3M$3.1M$3.2M$3.3M 202220232024 $2.94M $3.24M ▲ +10.2%
Year Plans Participants Total Assets
2022 1 48 $3M
2023 1 45 $3M
2024 1 51 $3M

Peoples Trust and Savings Bank filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$34K
Employer EIN350576890
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Peoples Trust & Savings Bank 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Peoples Trust & Savings Bank 401(k) Plan, Total assets ($B): 0.002973351 · Participants: 45Peoples Trust & Savings Bank 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Peoples Trust & Savings Bank 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Peoples Trust & Savings Bank 401(k) Plan side-by-side with 3 peers →

Peoples Trust & Savings Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Vetncare Mso LLC 401(k) Plan in CA ($3M); by covered participants it is First National Financial Services 401(k) Plan in MN (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Peoples Trust & Savings Bank 401(k) Plan assets move in 2023? ▼
Peoples Trust & Savings Bank 401(k) Plan edged up modestly - up 1.2% during 2023, from $3M to $3M. Reported net income was $34K.
How have Peoples Trust and Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peoples Trust and Savings Bank's sponsor-wide assets grew 10.2%, from $3M to $3M.
Which 401(k) plans are similar in size to Peoples Trust & Savings Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vetncare Mso LLC 401(k) Plan in CA ($3M, 120 participants).
Which 401(k) plans cover a similar participant headcount to Peoples Trust & Savings Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Financial Services 401(k) Plan in MN (45 participants, $7M 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 350576890.

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.