Defined Benefit (Pension) · DOL Form 5500 · 2023

Peoples Security Bank & Trust Company Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
41
Participants Small participant base
70th
Percentile by assets National rank
$429,481
Avg per participant High balance/head
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Official DOL plan name: Penn Security Bank and Trust Company Employees' Pension Plan · Sponsored by Peoples Security Bank & Trust Company · Pennsylvania · Finance & Insurance

$18M in assets, 41 participants

Peoples Security Bank & Trust Company's Penn Security Bank and Trust Company Employees' Pension Plan reported $18M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,987 in Finance & Insurance (8,869 peers)

Peoples Security Bank & Trust Company multi-year trail

Peoples Security Bank & Trust Company's plans moved +21.9% in assets from 2022 to 2024; this filing shows Penn Security Bank and Trust Company Employees' Pension Plan at $18M / 41 participants.

#4,987
in Finance & Insurance (8,869 peers)
+9.3%
assets growth YoY

Penn Security Bank and Trust Company Employees' Pension Plan's outsized position by total assets

Penn Security Bank and Trust Company Employees' Pension Plan vs every filed plan by assets

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

$17,608,731 Top 30% higher than 70% 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

Penn Security Bank and Trust Company Employees' Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penn Security Bank and Trust Company Employees' Pension Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Penn Security Bank and Trust Company Employees' Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Penn Security Bank and Trust Company Employees' Pension Plan reported participants fell from 48 in the plan year 2022 filing to 41 in the plan year 2023 filing.
  • Penn Security Bank and Trust Company Employees' Pension Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 240603570 · Peoples Security Bank & Trust Company PY 2023 · Defined Benefit (Pension)

Penn Security Bank and Trust Company Employees' Pension Plan · $18M · 41 · 70th

  • IND $18M
  • IND 41
  • IND 70th
  • IND Defined Benefit (Pension)
  • IND near Pension Plan for Birla Carbon USA
  • IND ind #4987

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 →

Penn Security Bank and Trust Company Employees' Pension Plan in the asset neighbourhood

Penn Security Bank and Trust Company Employees' Pension PlanPenn Security Bank and Trust…$18MPuerto Rico Telephone Company Lump Sum Retirement PlanPuerto Rico Telephone Compan…$18MNiagara Lasalle Corporation & Lasalle Steel Company Pension PlanNiagara Lasalle Corporation …$18MPension Plan for Birla Carbon USAPension Plan for Birla Carbo…$18MAmerican Railcar Ind, Inc. Shippers Car Line Div Ees Pen PlanAmerican Railcar Ind, Inc. S…$18M
End-of-year total assets ($M) among Penn Security Bank and Trust Company Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Peoples Security Bank & Trust Company multi-year asset trail

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
$60M$65M$70M$75M$80M 202220232024 $63.4M $77.3M ▲ +21.9%
Year Plans Participants Total Assets
2022 3 765 $63M
2023 3 788 $70M
2024 3 789 $77M

Peoples Security Bank & Trust Company filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN240603570
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Penn Security Bank and Trust Company Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Penn Security Bank and Trust Company Employees' Pension Plan, Total assets ($B): 0.017608731 · Participants: 41Penn Security Bank and Trust Company Employees' Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Penn Security Bank and Trust Company Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Penn Security Bank and Trust Company Employees' Pension Plan side-by-side with 3 peers →

Penn Security Bank and Trust Company Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Pension Plan for Birla Carbon USA in GA ($18M); by covered participants it is Employees' Retirement Plan of Sterling Insurance Company in NY (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Penn Security Bank and Trust Company Employees' Pension Plan assets move in 2023? ▼
Penn Security Bank and Trust Company Employees' Pension Plan grew at a solid clip - up 9.3% during 2023, from $16M to $18M. Reported net income was $2M.
How have Peoples Security Bank & Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peoples Security Bank & Trust Company's sponsor-wide assets grew 21.9%, from $63M to $77M.
Which Defined Benefit (Pension) plans are similar in size to Penn Security Bank and Trust Company Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Birla Carbon USA in GA ($18M, 61 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Penn Security Bank and Trust Company Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of Sterling Insurance Company in NY (41 participants, $19M 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 240603570.

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.