Defined Benefit (Pension) · DOL Form 5500 · 2023

Community Bank System, Inc. Pension Plan

Data updated 2026-08-25

$267M
Total assets Near avg plan size
2,476
Participants Above avg headcount
96th
Percentile by assets National rank
$108,022
Avg per participant Below avg balance/head
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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.

  • #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.

#8,252
in Finance & Insurance (8,869 peers)
+9.5%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Community Bank System, Inc. Pension Plan's outsized position 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

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

Community Bank System, Inc. Pension Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Bank System, Inc. Pension Plan lands in the large band (2,476 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

EBSA filing schedule strip

Filing strip 161213679 · Community Bank System, Inc. PY 2023 · Defined Benefit (Pension)

Community Bank System, Inc. Pension Plan · $267M · 2,476 · 96th

  • PCT $267M
  • PCT 2,476
  • PCT 96th
  • PCT Defined Benefit (Pension)
  • PCT near Madison Gas and Electric Company Retirement Plan
  • PCT ind #8252

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 →

Community Bank System, Inc. Pension Plan in the asset neighbourhood

Minnesota Cement Masons Pension FundMinnesota Cement Masons Pens…$268MMadison Gas and Electric Company Retirement PlanMadison Gas and Electric Com…$267MCommunity Bank System, Inc. Pension PlanCommunity Bank System, Inc. …$267MRetirement Plan for Employees of Reckitt Benckiser LLCRetirement Plan for Employee…$267MMoen Incorporated Pension PlanMoen Incorporated Pension Pl…$267M
End-of-year total assets ($M) among Community Bank System, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$244M
Net Assets (End of Year)$267M
Net Income$23M
Employer EIN161213679
Plan Effective Date1976-07-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Bank System, Inc.)

Sponsor-wide plan assets over time

All Community Bank System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$747M 19.79070509164679% vs 2022
2024 filing year
$600M$650M$700M$750M$800M 202220232024 $624M $747M ▲ +19.8%
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 Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Community Bank System, Inc. Pension Plan, Total assets ($B): 0.267463269 · Participants: 2476Community Bank System, Inc. Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Community Bank System, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Community Bank System, Inc. Pension Plan side-by-side with 3 peers →

Community Bank System, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Madison Gas and Electric Company Retirement Plan in WI ($267M); by covered participants it is Securian Financial Group Inc Retirement Plan and Trust Agreement in MN (2,476 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($267M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,476 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Community Bank System, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Securian Financial Group Inc Retirement Plan and Trust Agreement in MN (2,476 participants, $1.2B 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 161213679.

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.