401(k) · DOL Form 5500 · 2023
Peoples Security Bank & Trust Company 401(k) Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 415
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $112,725
- Avg per participant Below avg balance/head
Official DOL plan name: Peoples Security Bank 401(k) Profit Sharing Plan · Sponsored by Peoples Security Bank & Trust Company · Pennsylvania · Finance & Insurance
$47M in assets, 415 participants
Peoples Security Bank & Trust Company's Peoples Security Bank 401(k) Profit Sharing Plan reported $47M in total assets and 415 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #6,817 in Finance & Insurance (8,869 peers)
Where Peoples Security Bank 401(k) Profit Sharing Plan sits by assets
Peoples Security Bank 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $47M for 415 participants (~$112,725/participant), up 13.7% in 2023.
- #6,817
- in Finance & Insurance (8,869 peers)
- +13.7%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Peoples Security Bank 401(k) Profit Sharing Plan's outsized position by total assets
Peoples Security Bank 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$46,780,833 Top 15% higher than 85% 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
Peoples Security Bank 401(k) Profit Sharing 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. Peoples Security Bank 401(k) Profit Sharing Plan sits mid-pack in the medium band (415 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Peoples Security Bank 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Peoples Security Bank 401(k) Profit Sharing Plan end-of-year assets rose from $41M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- Peoples Security Bank 401(k) Profit Sharing Plan reported participants rose from 390 in the plan year 2022 filing to 415 in the plan year 2023 filing.
DOL schedule card
Filing strip 240603570 · Peoples Security Bank & Trust Company PY 2023 · 401(k)
Peoples Security Bank 401(k) Profit Sharing Plan · $47M · 415 · 85th
- IND $47M
- IND 415
- IND 85th
- IND 401(k)
- IND near Dean Dorton Allen Ford, PLLC Retirement Plan
- IND ind #6817
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 Pennsylvania →
Peoples Security Bank 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $6M |
| Employer EIN | 240603570 |
| Plan Effective Date | 1962-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Peoples Security Bank & Trust Company)
Sponsor-wide plan assets over time
All Peoples Security Bank & Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 21.91168738913884% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 765 | $63M |
| 2023 | 3 | 788 | $70M |
| 2024 | 3 | 789 | $77M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Peoples Security Bank 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Dean Dorton Allen Ford, PLLC Retirement Plan in KY ($47M); by covered participants it is Infrastructure Consulting & Engineering, PLLC 401(k) Plan in SC (415 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
Similar participant headcount
Nearest other-state filings by covered participants (415 participants); asset peers above are excluded.
- Infrastructure Consulting & Engineering, PLLC 401(k) Plan (SC) 415 · 0 off
- Simms Restaurant Group 401(k) Plan (CA) 415 · 0 off
- Cummings Properties, LLC 401(k) Plan (MA) 415 · 0 off
- Kalman & Company, Inc. Employees Savings & Trust (VA) 415 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.