Defined Benefit (Pension) · DOL Form 5500 · 2023

Community Bank System, Inc. Pension Plan

Data updated 2026-08-11

$267M
Total assets: 2,476
Participants: 96th
Percentile by assets: $108,022
Avg per participant

Official DOL plan name: Community Bank System, Inc. Pension Plan · Sponsored by Community Bank System, Inc. · New York · Finance & Insurance

$267M in assets, 2,476 participants

Community Bank System, Inc.'s Community Bank System, Inc. Pension Plan reported $267M in total assets and 2,476 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 127,072 plans)
#8,252 in Finance & Insurance (8,869 peers)

Coverage in New York

Community Bank System, Inc. Pension Plan covers 2,476 participants in New York, 3.1x the typical New York plan (state average ~798 per filing). Assets: $267M.

$267M
total plan assets (2023 EOY): 2,476
covered participants: 96th
percentile by assets (of 127,072 plans): $108,022
avg assets per participant

Where Community Bank System, Inc. Pension Plan sits by total assets

Community Bank System, Inc. Pension Plan vs every filed plan by assets

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

$267,463,269 Top 4% higher than 96% 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

Community Bank System, Inc. Pension Plan reported net income rose from -$46M in the plan year 2022 filing to $23M in the plan year 2023 filing.
Community Bank System, Inc. Pension Plan end-of-year assets rose from $244M in the plan year 2022 filing to $267M in the plan year 2023 filing.
Community Bank System, Inc. Pension Plan reported participants rose from 2,454 in the plan year 2022 filing to 2,476 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Community Bank System, Inc. Pension Plan reports 2,476 participants - 3.1x that state average ($267M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$244M
Net Assets (End of Year)	$267M
Net Income	$23M
Employer EIN	161213679
Plan Effective Date	1976-07-07
Filing Status	FILING RECEIVED

Sponsor Plan History (Community Bank System, Inc.)

Total plan assets by year, all Community Bank System, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	5,177	$624M
2023	2	5,228	$683M
2024	2	5,097	$747M

Nearby Defined Benefit (Pension) Plans in New York

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

Community Bank System, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $25.0B · 14,881
Consolidated Edison Retirement Plan $16.2B · 10,779
1199seiu Health Care Employees Pension Fund $16.2B · 107,582
Pfizer Consolidated Pension Plan $11.0B · 9,616
Pepsico Employees Retirement Plan I $7.6B · 12,289

Compare Community Bank System, Inc. Pension Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Community Bank System, Inc. Pension Plan by total assets, not by location.

Madison Gas and Electric Company Retirement Plan (WI) $267M · 103
Retirement Plan for Employees of Reckitt Benckiser LLC (NJ) $267M · 259
Moen Incorporated Pension Plan (OH) $267M · 741
Minnesota Cement Masons Pension Fund (MN) $268M · 795

Frequently Asked Questions

How did Community Bank System, Inc. Pension Plan assets move in 2023? ▼

Community Bank System, Inc. Pension Plan grew at a solid clip - up 9.5% during 2023, from $244M to $267M. Reported net income was $23M.

How have Community Bank System, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Community Bank System, Inc.'s sponsor-wide assets grew 19.8%, from $624M to $747M.

Where does Community Bank System, Inc. Pension Plan rank by assets among Form 5500 filers? ▼

Community Bank System, Inc. Pension Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Community Bank System, Inc. Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Madison Gas and Electric Company Retirement Plan in WI ($267M, 103 participants).

Next read for Community Bank System, Inc. Pension Plan

Filing takeaways

Ways to act on Community Bank System, Inc. Pension Plan's numbers.

By total assets, Community Bank System, Inc. Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
Community Bank System, Inc.'s sponsor-wide assets have grown 19.8% 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 161213679.