401(k) · DOL Form 5500 · 2023

The First National Bank & Trust Company of Newtown 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
121
Participants Small participant base
83rd
Percentile by assets National rank
$326,677
Avg per participant High balance/head
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Official DOL plan name: First National Bank of Newtown Savings/Incentive Plan · Sponsored by The First National Bank & Trust Company of Newtown · Pennsylvania · Finance & Insurance

$40M in assets, 121 participants

The First National Bank & Trust Company of Newtown's First National Bank of Newtown Savings/Incentive Plan reported $40M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,549 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

First National Bank of Newtown Savings/Incentive Plan covers 121 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $40M.

#6,549
in Finance & Insurance (8,869 peers)
+21.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

First National Bank of Newtown Savings/Incentive Plan's outsized position by total assets

First National Bank of Newtown Savings/Incentive Plan vs every filed plan by assets

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

$39,527,857 Top 17% higher than 83% 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

First National Bank of Newtown Savings/Incentive 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. First National Bank of Newtown Savings/Incentive Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First National Bank of Newtown Savings/Incentive Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • First National Bank of Newtown Savings/Incentive Plan end-of-year assets rose from $33M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • First National Bank of Newtown Savings/Incentive Plan reported participants fell from 124 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 230916895 · The First National Bank & Trust Company of Newtown PY 2023 · 401(k)

First National Bank of Newtown Savings/Incentive Plan · $40M · 121 · 83rd

  • BOOK $40M
  • BOOK 121
  • BOOK 83rd
  • BOOK 401(k)
  • BOOK near Treehouse Private Brands, Inc. Retirement Income Savings Plan for Union Employees
  • BOOK ind #6549

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 →

First National Bank of Newtown Savings/Incentive Plan in the asset neighbourhood

First National Bank of Newtown Savings/Incentive PlanFirst National Bank of Newto…$40MTreehouse Private Brands, Inc. Retirement Income Savings Plan for Union EmployeesTreehouse Private Brands, In…$40MKyocera Sgs Precision Tools 401(k) Profit Sharing PlanKyocera Sgs Precision Tools …$40MAlliance for Audited Media Employees Voluntary Savings PlanAlliance for Audited Media E…$40MTexas Disposal Systems, Inc. 401(k) Profit Sharing PlanTexas Disposal Systems, Inc.…$40M
End-of-year total assets ($M) among First National Bank of Newtown Savings/Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$40M
Net Income$7M
Employer EIN230916895
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The First National Bank & Trust Company of Newtown)

Sponsor-wide plan assets over time

All The First National Bank & Trust Company of Newtown plans reported in each filing year

Latest sponsor-wide plan assets
$96M 30.244376667750533% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73.4M $95.6M ▲ +30.2%
Year Plans Participants Total Assets
2022 2 239 $73M
2023 2 230 $87M
2024 2 233 $96M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

First National Bank of Newtown Savings/Incentive Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants First National Bank of Newtown Savings/Incentive Plan, Total assets ($B): 0.039527857 · Participants: 121First National Bank of Newtown Savings/Incentive PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
First National Bank of Newtown Savings/Incentive Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare First National Bank of Newtown Savings/Incentive Plan side-by-side with 3 peers →

First National Bank of Newtown Savings/Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Treehouse Private Brands, Inc. Retirement Income Savings Plan for Union Employees in IL ($40M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 First National Bank of Newtown Savings/Incentive Plan assets move in 2023? ▼
First National Bank of Newtown Savings/Incentive Plan grew sharply - up 21.3% during 2023, from $33M to $40M. Reported net income was $7M.
How have The First National Bank & Trust Company of Newtown plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The First National Bank & Trust Company of Newtown's sponsor-wide assets grew 30.2%, from $73M to $96M.
Where does First National Bank of Newtown Savings/Incentive Plan rank by assets among Form 5500 filers? ▼
First National Bank of Newtown Savings/Incentive Plan ranks in the 83rd 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 401(k) plans are similar in size to First National Bank of Newtown Savings/Incentive Plan? ▼
Among 401(k) plans in other states, the closest by assets is Treehouse Private Brands, Inc. Retirement Income Savings Plan for Union Employees in IL ($40M, 771 participants).
Which 401(k) plans cover a similar participant headcount to First National Bank of Newtown Savings/Incentive Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants, N/A 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 230916895.

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.