Defined Benefit (Pension) · DOL Form 5500 · 2023

The First National Bank and Trust Company of Newtown Pension Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
109
Participants Small participant base
85th
Percentile by assets National rank
$434,327
Avg per participant High balance/head
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Official DOL plan name: The First National Bank and Trust Company of Newtown Pension Plan · Sponsored by The First National Bank and Trust Company of Newtown · Pennsylvania · Finance & Insurance

$47M in assets, 109 participants

The First National Bank and Trust Company of Newtown's The First National Bank and Trust Company of Newtown Pension Plan reported $47M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,830 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

The First National Bank and Trust Company of Newtown Pension Plan covers 109 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $47M.

#6,830
in Finance & Insurance (8,869 peers)
+16.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The First National Bank and Trust Company of Newtown Pension Plan's outsized position by total assets

The First National Bank and Trust Company of Newtown Pension Plan vs every filed plan by assets

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

$47,341,648 Top 15% higher than 85% 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

The First National Bank and Trust Company of Newtown 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. The First National Bank and Trust Company of Newtown Pension Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The First National Bank and Trust Company of Newtown Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The First National Bank and Trust Company of Newtown Pension Plan end-of-year assets rose from $41M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • The First National Bank and Trust Company of Newtown Pension Plan reported participants fell from 115 in the plan year 2022 filing to 109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 230916895 · The First National Bank and Trust Company of Newtown PY 2023 · Defined Benefit (Pension)

The First National Bank and Trust Company of Newtown Pension Plan · $47M · 109 · 85th

  • RANK $47M
  • RANK 109
  • RANK 85th
  • RANK Defined Benefit (Pension)
  • RANK near Motion Picture and Television Fund Retirement Income Plan
  • RANK ind #6830

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 →

The First National Bank and Trust Company of Newtown Pension Plan in the asset neighbourhood

Local 1102 Amalgamated Pension FundLocal 1102 Amalgamated Pensi…$47MPetroleum Heat and Power Co., Inc. Retirement PlanPetroleum Heat and Power Co.…$47MThe First National Bank and Trust Company of Newtown Pension PlanThe First National Bank and …$47MMotion Picture and Television Fund Retirement Income PlanMotion Picture and Televisio…$47MVelocity Credit Union Pension PlanVelocity Credit Union Pensio…$47M
End-of-year total assets ($M) among The First National Bank and Trust Company of Newtown Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$47M
Net Income$7M
Employer EIN230916895
Plan Effective Date1956-12-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All The First National Bank and 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 Defined Benefit (Pension) Plans in Pennsylvania

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

The First National Bank and Trust Company of Newtown Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants The First National Bank and Trust Company of Newtown Pension Plan, Total assets ($B): 0.047341648 · Participants: 109The First National Bank and Trust Company of Newtown 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
The First National Bank and Trust Company of Newtown Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare The First National Bank and Trust Company of Newtown Pension Plan side-by-side with 3 peers →

The First National Bank and Trust Company of Newtown Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Motion Picture and Television Fund Retirement Income Plan in CA ($47M); by covered participants it is Farmers Mutual Hail Insurance Company of Iowa Retirement Plan in IA (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 The First National Bank and Trust Company of Newtown Pension Plan assets move in 2023? ▼
The First National Bank and Trust Company of Newtown Pension Plan grew sharply - up 16.0% during 2023, from $41M to $47M. Reported net income was $7M.
How have The First National Bank and Trust Company of Newtown plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The First National Bank and Trust Company of Newtown's sponsor-wide assets grew 30.2%, from $73M to $96M.
Where does The First National Bank and Trust Company of Newtown Pension Plan rank by assets among Form 5500 filers? ▼
The First National Bank and Trust Company of Newtown Pension Plan ranks in the 85th 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 The First National Bank and Trust Company of Newtown Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Motion Picture and Television Fund Retirement Income Plan in CA ($47M, 188 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The First National Bank and Trust Company of Newtown Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Farmers Mutual Hail Insurance Company of Iowa Retirement Plan in IA (109 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.