Defined Benefit (Pension) · DOL Form 5500 · 2023

The First National Bank and Trust Company of Newtown Pension Plan

Data updated 2026-08-11

$47M
Total assets
109
Participants
85th
Percentile by assets
$434,327
Avg per participant
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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.

  • 85th percentile by assets (of 127,072 plans)
  • #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.

$47M
total plan assets (2023 EOY)
109
covered participants
85th
percentile by assets (of 127,072 plans)
$434,327
avg assets per participant

Where The First National Bank and Trust Company of Newtown Pension Plan sits 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 $2,010,000,000 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

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 →

State
Pennsylvania
Industry
Finance & Insurance

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. The First National Bank and Trust Company of Newtown Pension Plan reports 109 participants - about 13% of that state average ($47M EOY assets).

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)

$70M$80M$90M$100M 202220232024 $73.4M $95.6M ▲ +30.2%
Total plan assets by year, all The First National Bank and Trust Company of Newtown plans on file
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 ($B) Participants The First National B…, Total assets ($B): 0.047341648 · Participants: 109The First National B…National Elevator In…, Total assets ($B): 11.224377797 · Participants: 27434National Elevator In…Steelworkers Pension…, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension…The PNC Financial Se…, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Se…Constellation Retire…, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retire…The Bank of New York…, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York…
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 Compan… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to The First National Bank and Trust Company of Newtown Pension Plan by total assets, not by location.

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).

Next read for The First National Bank and Trust Compan…

Filing takeaways

Ways to act on The First National Bank and Trust Company of Newtown Pension Plan's numbers.

  • By total assets, The First National Bank and Trust Company of Newtown Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
  • The First National Bank and Trust Company of Newtown's sponsor-wide assets have grown 30.2% 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 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.