401(k) · DOL Form 5500 · 2023

Evans Bank, N.a. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
374
Participants Below avg headcount
82nd
Percentile by assets National rank
$101,778
Avg per participant Below avg balance/head
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Official DOL plan name: Evans Bank, N.a. Employees Savings Plan · Sponsored by Evans Bank, N.a. · New York · Finance & Insurance

$38M in assets, 374 participants

Evans Bank, N.a.'s Evans Bank, N.a. Employees Savings Plan reported $38M in total assets and 374 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,478 in Finance & Insurance (8,869 peers)

Coverage in New York

Evans Bank, N.a. Employees Savings Plan covers 374 participants in New York, about 47% of the average New York filer (state average ~798 per filing). Assets: $38M.

#6,478
in Finance & Insurance (8,869 peers)
+20.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Evans Bank, N.a. Employees Savings Plan's outsized position by total assets

Evans Bank, N.a. Employees Savings Plan vs every filed plan by assets

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

$38,064,920 Top 18% higher than 82% 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

Evans Bank, N.a. Employees Savings 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. Evans Bank, N.a. Employees Savings Plan sits mid-pack in the medium band (374 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evans Bank, N.a. Employees Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Evans Bank, N.a. Employees Savings Plan end-of-year assets rose from $32M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Evans Bank, N.a. Employees Savings Plan reported participants fell from 383 in the plan year 2022 filing to 374 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 160426523 · Evans Bank, N.a. PY 2023 · 401(k)

Evans Bank, N.a. Employees Savings Plan · $38M · 374 · 82nd

  • PCT $38M
  • PCT 374
  • PCT 82nd
  • PCT 401(k)
  • PCT near Co-Op 401(k) Plan
  • PCT ind #6478

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 →

Evans Bank, N.a. Employees Savings Plan in the asset neighbourhood

Wausau Tile Retirement & Savings PlanWausau Tile Retirement & Sav…$38MCentral Bancshares, Inc. 401(k) PlanCentral Bancshares, Inc. 401…$38MEvans Bank, N.a. Employees Savings PlanEvans Bank, N.a. Employees S…$38MCo-Op 401(k) Plan$38ME C Company Employees Retirement and Savings PlanE C Company Employees Retire…$38M
End-of-year total assets ($M) among Evans Bank, N.a. Employees Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$38M
Net Income$6M
Employer EIN160426523
Plan Effective Date1990-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evans Bank, N.a.)

Sponsor-wide plan assets over time

All Evans Bank, N.a. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 5.471316726762724% vs 2022
2024 filing year
$35M$40M$45M 202220232024 $36.3M $38.3M ▲ +5.5%
Year Plans Participants Total Assets
2022 2 433 $36M
2023 2 420 $43M
2024 2 326 $38M

Nearby 401(k) Plans in New York

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

Evans Bank, N.a. Employees Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Evans Bank, N.a. Employees Savings Plan, Total assets ($B): 0.03806492 · Participants: 374Evans Bank, N.a. Employees Savings 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
Evans Bank, N.a. Employees Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Evans Bank, N.a. Employees Savings Plan side-by-side with 3 peers →

Evans Bank, N.a. Employees Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Co-Op 401(k) Plan in WI ($38M); by covered participants it is Sizzling Steak Concepts 401(k) Plan in GA (374 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (374 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 Evans Bank, N.a. Employees Savings Plan assets move in 2023? ▼
Evans Bank, N.a. Employees Savings Plan grew sharply - up 20.0% during 2023, from $32M to $38M. Reported net income was $6M.
How have Evans Bank, N.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evans Bank, N.a.'s sponsor-wide assets grew 5.5%, from $36M to $38M.
Where does Evans Bank, N.a. Employees Savings Plan rank by assets among Form 5500 filers? ▼
Evans Bank, N.a. Employees Savings Plan ranks in the 82nd 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 Evans Bank, N.a. Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Co-Op 401(k) Plan in WI ($38M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Evans Bank, N.a. Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sizzling Steak Concepts 401(k) Plan in GA (374 participants, $14M 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 160426523.

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.