401(k) · DOL Form 5500 · 2023

Mid Penn Bank 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
571
Participants Below avg headcount
84th
Percentile by assets National rank
$78,372
Avg per participant Below avg balance/head
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Official DOL plan name: Mid Penn Bank Retirement Plan · Sponsored by Mid Penn Bank · Pennsylvania · Finance & Insurance

$45M in assets, 571 participants

Mid Penn Bank's Mid Penn Bank Retirement Plan reported $45M in total assets and 571 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,743 in Finance & Insurance (8,869 peers)

Where Mid Penn Bank Retirement Plan sits by assets

Mid Penn Bank Retirement Plan sits in the top quartile of all filed plans by assets, $45M for 571 participants (~$78,372/participant), up 18.0% in 2023.

#6,743
in Finance & Insurance (8,869 peers)
+18.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Mid Penn Bank Retirement Plan's outsized position by total assets

Mid Penn Bank Retirement Plan vs every filed plan by assets

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

$44,750,653 Top 16% higher than 84% 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

Mid Penn Bank Retirement 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. Mid Penn Bank Retirement Plan sits mid-pack in the medium band (571 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mid Penn Bank Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Mid Penn Bank Retirement Plan end-of-year assets rose from $38M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Mid Penn Bank Retirement Plan reported participants fell from 618 in the plan year 2022 filing to 571 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 230880270 · Mid Penn Bank PY 2023 · 401(k)

Mid Penn Bank Retirement Plan · $45M · 571 · 84th

  • IND $45M
  • EOY 571
  • 5500 84th
  • ASSETS 401(k)
  • PCT near Fujimi Corporation Profit Sharing & Pension Plan
  • EIN ind #6743

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 →

Mid Penn Bank Retirement Plan in the asset neighbourhood

Profit Sharing Plan & Trust of South Carolina Oncology Associates, P. a.Profit Sharing Plan & Trust …$45MMid Penn Bank Retirement Plan$45MFujimi Corporation Profit Sharing & Pension PlanFujimi Corporation Profit Sh…$45MThe International Association of Lions Clubs 401(k) Savings PlanThe International Associatio…$45MBruce Oakley, Inc. 401(k) Profit Sharing PlanBruce Oakley, Inc. 401(k) Pr…$45M
End-of-year total assets ($M) among Mid Penn Bank Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$45M
Net Income$7M
Employer EIN230880270
Plan Effective Date1949-01-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Mid Penn Bank)

Sponsor-wide plan assets over time

All Mid Penn Bank plans reported in each filing year

Latest sponsor-wide plan assets
$52M 36.835022683973115% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.9M $51.9M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 618 $38M
2023 1 571 $45M
2024 1 629 $52M

Nearby 401(k) Plans in Pennsylvania

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

Mid Penn Bank Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Mid Penn Bank Retirement Plan, Total assets ($B): 0.044750653 · Participants: 571Mid Penn Bank Retirement 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
Mid Penn Bank Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Mid Penn Bank Retirement Plan side-by-side with 3 peers →

Mid Penn Bank Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Fujimi Corporation Profit Sharing & Pension Plan in OR ($45M); by covered participants it is Colonial Automotive Group 401(k) Plan in MA (571 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (571 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 Mid Penn Bank Retirement Plan assets move in 2023? ▼
Mid Penn Bank Retirement Plan grew sharply - up 18.0% during 2023, from $38M to $45M. Reported net income was $7M.
How have Mid Penn Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mid Penn Bank's sponsor-wide assets grew 36.8%, from $38M to $52M.
Where does Mid Penn Bank Retirement Plan rank by assets among Form 5500 filers? ▼
Mid Penn Bank Retirement Plan ranks in the 84th 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 Mid Penn Bank Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fujimi Corporation Profit Sharing & Pension Plan in OR ($45M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Mid Penn Bank Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colonial Automotive Group 401(k) Plan in MA (571 participants, $15M 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 230880270.

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.