401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$132M
Total assets Near avg plan size
697
Participants Below avg headcount
93rd
Percentile by assets National rank
$189,256
Avg per participant Above avg balance/head
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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.

  • #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.

#7,885
in Finance & Insurance (8,869 peers)
+15.3%
assets growth YoY
1.3×
vs typical plan assets (national mean)

The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan's outsized position by total assets

The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$131,911,572 Top 7% higher than 93% 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

The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) 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. The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan sits mid-pack in the medium band (697 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

DOL schedule card

Filing strip 160373410 · The Canandaigua National Bank and Trust Company PY 2023 · 401(k)

The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan · $132M · 697 · 93rd

  • TYPE $132M
  • TYPE 697
  • TYPE 93rd
  • TYPE 401(k)
  • TYPE near Beazley USA Services, Inc. 401(k) Plan
  • TYPE ind #7885

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 →

The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan in the asset neighbourhood

Future Group of Companies 401(k) Retirement Savings PlanFuture Group of Companies 40…$132MPro-Tec Coating Company 401(k) Retirement PlanPro-Tec Coating Company 401(…$132MBass Medical Group 401(k) Plan IBass Medical Group 401(k) Pl…$132MThe Canandaigua National Bank and Trust Company Profit Sharing and 401(k) PlanThe Canandaigua National Ban…$132MBeazley USA Services, Inc. 401(k) PlanBeazley USA Services, Inc. 4…$132M
End-of-year total assets ($M) among The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$114M
Net Assets (End of Year)$132M
Net Income$17M
Employer EIN160373410
Plan Effective Date1949-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All The 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
$120M$130M$140M$150M$160M 202220232024 $124M $150M ▲ +21.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan, Total assets ($B): 0.131911572 · Participants: 697The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) 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
The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan side-by-side with 3 peers →

The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Beazley USA Services, Inc. 401(k) Plan in CT ($132M); by covered participants it is Open Arms Care Corporation Retirement Plan in TN (697 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (697 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 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).
Which 401(k) plans cover a similar participant headcount to The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Open Arms Care Corporation Retirement Plan in TN (697 participants, $8M 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 160373410.

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.