ESOP · DOL Form 5500 · 2023
Canandaigua National Bank and Trust Company ESOP
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 678
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $13,029
- Avg per participant Low balance/head
Official DOL plan name: Canandaigua National Bank & Trust Company Employee Stock Ownership Plan · Sponsored by Canandaigua National Bank and Trust Company · New York · Finance & Insurance
$9M in assets, 678 participants
Canandaigua National Bank and Trust Company's Canandaigua National Bank & Trust Company Employee Stock Ownership Plan reported $9M in total assets and 678 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #3,617 in Finance & Insurance (8,869 peers)
Canandaigua National Bank and Trust Company multi-year trail
Canandaigua National Bank and Trust Company's plans moved +21.1% in assets from 2022 to 2024; this filing shows Canandaigua National Bank & Trust Company Employee Stock Ownership Plan at $9M / 678 participants.
- #3,617
- in Finance & Insurance (8,869 peers)
- -4.0%
- assets change YoY
The plan reported a net loss of $366K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Canandaigua National Bank & Trust Company Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers
Canandaigua National Bank & Trust Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,833,435 Top 44% higher than 56% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Canandaigua National Bank & Trust Company Employee Stock Ownership 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. Canandaigua National Bank & Trust Company Employee Stock Ownership Plan sits mid-pack in the medium band (678 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Canandaigua National Bank & Trust Company Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to -$366K in the plan year 2023 filing.
- Canandaigua National Bank & Trust Company Employee Stock Ownership Plan reported participants rose from 641 in the plan year 2022 filing to 678 in the plan year 2023 filing.
- Canandaigua National Bank & Trust Company Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
DOL schedule card
Filing strip 160373410 · Canandaigua National Bank and Trust Company PY 2023 · ESOP
Canandaigua National Bank & Trust Company Employee Stock Ownership Plan · $9M · 678 · 56th
- EBSA $9M
- EBSA 678
- EBSA 56th
- EBSA ESOP
- EBSA near Citadel Environmental Services, Inc. Employee Stock Ownership Plan
- EBSA ind #3617
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 What is an ESOP? → · Plans in New York →
Canandaigua National Bank & Trust Company Employee Stock Ownership Plan in the asset neighbourhood
Canandaigua National Bank and Trust Company multi-year asset trail
Sponsor-wide plan assets over time
All Canandaigua National Bank and Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $150M 21.060174622486155% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,280 | $124M |
| 2023 | 2 | 1,375 | $141M |
| 2024 | 2 | 1,421 | $150M |
Canandaigua National Bank and Trust Company filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$366K |
| Employer EIN | 160373410 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $877M · 3,439
- North Coast Holdings Employee Stock Ownership Plan $406M · 4,467
- Griffon Corporation Employee Stock Ownership Plan $299M · 3,674
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $248M · 1,704
- H.C. Wainwright & Co. Employee Stock Ownership Plan $242M · 93
Canandaigua National Bank & Trust Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Citadel Environmental Services, Inc. Employee Stock Ownership Plan in CA ($9M); by covered participants it is The Boldt Group, Inc. Employee Stock Ownership Plan in WI (678 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (678 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.