401(k) · DOL Form 5500 · 2023

The Canandaigua National Bank and Trust Company 401(k) Plan

Data updated 2026-08-11

$132M
Total assets: 697
Participants: 93rd
Percentile by assets: $189,256
Avg per participant

Official DOL plan name: The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan · Sponsored by The Canandaigua National Bank and Trust Company · New York · Finance & Insurance

$132M in assets, 697 participants

The Canandaigua National Bank and Trust Company's The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan reported $132M in total assets and 697 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 127,072 plans)
#7,885 in Finance & Insurance (8,869 peers)

Where The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan sits by assets

The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan sits in the top 10% of all filed plans by assets, $132M for 697 participants (~$189,256/participant), up 15.3% in 2023.

$132M
total plan assets (2023 EOY): 697
covered participants: 93rd
percentile by assets (of 127,072 plans): $189,256
avg assets per participant

The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan reported net income rose from -$19M in the plan year 2022 filing to $17M in the plan year 2023 filing.
The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan end-of-year assets rose from $114M in the plan year 2022 filing to $132M in the plan year 2023 filing.
The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan reported participants rose from 639 in the plan year 2022 filing to 697 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Finance & Insurance

The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan vs the 2023 asset distribution

By assets, The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$114M
Net Assets (End of Year)	$132M
Net Income	$17M
Employer EIN	160373410
Plan Effective Date	1949-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Canandaigua National Bank and Trust Company)

Total plan assets by year, all The Canandaigua National Bank and Trust Company plans on file

Year	Plans	Participants	Total Assets
2022	2	1,280	$124M
2023	2	1,375	$141M
2024	2	1,421	$150M

Nearby 401(k) Plans in New York

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

The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare The Canandaigua National Bank and Trust … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan by total assets, not by location.

Beazley USA Services, Inc. 401(k) Plan (CT) $132M · 782
Pro-Tec Coating Company 401(k) Retirement Plan (OH) $132M · 412
Bass Medical Group 401(k) Plan I (CA) $132M · 861
Future Group of Companies 401(k) Retirement Savings Plan (MS) $132M · 753

Frequently Asked Questions

How did The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan assets move in 2023? ▼

The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan grew sharply - up 15.3% during 2023, from $114M to $132M. Reported net income was $17M.

How have The Canandaigua National Bank and Trust Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Canandaigua National Bank and Trust Company's sponsor-wide assets grew 21.1%, from $124M to $150M.

Where does The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼

The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Beazley USA Services, Inc. 401(k) Plan in CT ($132M, 782 participants).

Next read for The Canandaigua National Bank and Trust …

Scale reading

Ways to act on The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan's numbers.

By total assets, The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
The Canandaigua National Bank and Trust Company's sponsor-wide assets have grown 21.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 160373410.