Defined Benefit (Pension) · DOL Form 5500 · 2023

Ameriserv Financial Pension Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
137
Participants Small participant base
87th
Percentile by assets National rank
$433,092
Avg per participant High balance/head
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Official DOL plan name: Ameriserv Financial Pension Plan · Sponsored by Ameriserv Financial · Pennsylvania · Finance & Insurance

$59M in assets, 137 participants

Ameriserv Financial's Ameriserv Financial Pension Plan reported $59M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,123 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Ameriserv Financial Pension Plan covers 137 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $59M.

#7,123
in Finance & Insurance (8,869 peers)
+5.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Ameriserv Financial Pension Plan's outsized position by total assets

Ameriserv Financial Pension Plan vs every filed plan by assets

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

$59,333,614 Top 13% higher than 87% 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

Ameriserv Financial Pension 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. Ameriserv Financial Pension Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ameriserv Financial Pension Plan reported net income rose from -$14M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ameriserv Financial Pension Plan reported participants fell from 157 in the plan year 2022 filing to 137 in the plan year 2023 filing.
  • Ameriserv Financial Pension Plan end-of-year assets rose from $56M in the plan year 2022 filing to $59M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 250851535 · Ameriserv Financial PY 2023 · Defined Benefit (Pension)

Ameriserv Financial Pension Plan · $59M · 137 · 87th

  • NET $59M
  • NET 137
  • NET 87th
  • NET Defined Benefit (Pension)
  • NET near The Gonnella Pension Plan
  • NET ind #7123

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 →

Ameriserv Financial Pension Plan in the asset neighbourhood

Electron Devices Bargained PlanElectron Devices Bargained P…$59MDC 37 Local 389 Home Care Employees Pension FundDC 37 Local 389 Home Care Em…$59MAmeriserv Financial Pension PlanAmeriserv Financial Pension …$59MThe Gonnella Pension Plan$59MCumberland, Md & Vicinity Building & Construction Employees Trust FundCumberland, Md & Vicinity Bu…$59M
End-of-year total assets ($M) among Ameriserv Financial Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$59M
Net Income$3M
Employer EIN250851535
Plan Effective Date1945-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ameriserv Financial)

Sponsor-wide plan assets over time

All Ameriserv Financial plans reported in each filing year

Latest sponsor-wide plan assets
$105M 14.006666660305777% vs 2022
2024 filing year
$90M$95M$100M$105M$110M 202220232024 $92.2M $105M ▲ +14.0%
Year Plans Participants Total Assets
2022 2 492 $92M
2023 2 481 $100M
2024 2 474 $105M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Ameriserv Financial Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Ameriserv Financial Pension Plan, Total assets ($B): 0.059333614 · Participants: 137Ameriserv Financial 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
Ameriserv Financial Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Ameriserv Financial Pension Plan side-by-side with 3 peers →

Ameriserv Financial Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is The Gonnella Pension Plan in IL ($59M); by covered participants it is Wcirb of California Retirement Plan in CA (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Ameriserv Financial Pension Plan assets move in 2023? ▼
Ameriserv Financial Pension Plan grew at a solid clip - up 5.5% during 2023, from $56M to $59M. Reported net income was $3M.
How have Ameriserv Financial plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ameriserv Financial's sponsor-wide assets grew 14.0%, from $92M to $105M.
Where does Ameriserv Financial Pension Plan rank by assets among Form 5500 filers? ▼
Ameriserv Financial Pension Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ameriserv Financial Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Gonnella Pension Plan in IL ($59M, 71 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ameriserv Financial Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wcirb of California Retirement Plan in CA (137 participants, $68M 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 250851535.

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.