Defined Benefit (Pension) · DOL Form 5500 · 2023

Pioneer Bank, National Association Pension Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
131
Participants Small participant base
87th
Percentile by assets National rank
$439,926
Avg per participant High balance/head
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Official DOL plan name: The Retirement Plan of Pioneer Bank, National Association · Sponsored by Pioneer Bank, National Association · New York · Finance & Insurance

$58M in assets, 131 participants

Pioneer Bank, National Association's The Retirement Plan of Pioneer Bank, National Association reported $58M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,089 in Finance & Insurance (8,869 peers)

Coverage in New York

The Retirement Plan of Pioneer Bank, National Association covers 131 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $58M.

#7,089
in Finance & Insurance (8,869 peers)
+8.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Retirement Plan of Pioneer Bank, National Association's outsized position by total assets

The Retirement Plan of Pioneer Bank, National Association vs every filed plan by assets

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

$57,630,274 Top 13% higher than 87% 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 Retirement Plan of Pioneer Bank, National Association 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 Retirement Plan of Pioneer Bank, National Association sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Retirement Plan of Pioneer Bank, National Association reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Retirement Plan of Pioneer Bank, National Association reported participants fell from 151 in the plan year 2022 filing to 131 in the plan year 2023 filing.
  • The Retirement Plan of Pioneer Bank, National Association end-of-year assets rose from $53M in the plan year 2022 filing to $58M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 140970570 · Pioneer Bank, National Association PY 2023 · Defined Benefit (Pension)

The Retirement Plan of Pioneer Bank, National Association · $58M · 131 · 87th

  • PART $58M
  • PART 131
  • PART 87th
  • PART Defined Benefit (Pension)
  • PART near Employees Retirement Plan of Suriname Aluminum Co for Employees in Suriname Plan II
  • PART ind #7089

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 →

The Retirement Plan of Pioneer Bank, National Association in the asset neighbourhood

Lennox Industries Inc Pension Plan for Bu Ees - Lennox Mfg IncLennox Industries Inc Pensio…$58MTidewater Electrical Industry Pension FundTidewater Electrical Industr…$58MEmployees Retirement Plan of Suriname Aluminum Co for Employees in Suriname Plan IIEmployees Retirement Plan of…$58MThe Retirement Plan of Pioneer Bank, National AssociationThe Retirement Plan of Pione…$58MGreer Retirement Plan$58M
End-of-year total assets ($M) among The Retirement Plan of Pioneer Bank, National Association and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$58M
Net Income$5M
Employer EIN140970570
Plan Effective Date1971-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pioneer Bank, National Association)

Sponsor-wide plan assets over time

All Pioneer Bank, National Association plans reported in each filing year

Latest sponsor-wide plan assets
$101M 19.10804439351626% vs 2022
2024 filing year
$80M$85M$90M$95M$100M$105M 202220232024 $85M $101M ▲ +19.1%
Year Plans Participants Total Assets
2022 3 548 $85M
2023 3 545 $91M
2024 3 572 $101M

Nearby Defined Benefit (Pension) Plans in New York

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

The Retirement Plan of Pioneer Bank, National Association vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Retirement Plan of Pioneer Bank, National Association, Total assets ($B): 0.057630274 · Participants: 131The Retirement Plan of Pioneer Bank, National AssociationIBM 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
The Retirement Plan of Pioneer Bank, National Association vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Retirement Plan of Pioneer Bank, National Association side-by-side with 3 peers →

The Retirement Plan of Pioneer Bank, National Association's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Employees Retirement Plan of Suriname Aluminum Co for Employees in Suriname Plan II in PA ($58M); by covered participants it is Northwestern Energy Sd/Ne Pension Plan in MT (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Retirement Plan of Pioneer Bank, National Association assets move in 2023? ▼
The Retirement Plan of Pioneer Bank, National Association grew at a solid clip - up 8.9% during 2023, from $53M to $58M. Reported net income was $5M.
How have Pioneer Bank, National Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pioneer Bank, National Association's sponsor-wide assets grew 19.1%, from $85M to $101M.
Where does The Retirement Plan of Pioneer Bank, National Association rank by assets among Form 5500 filers? ▼
The Retirement Plan of Pioneer Bank, National Association ranks in the 87th 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 Retirement Plan of Pioneer Bank, National Association? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees Retirement Plan of Suriname Aluminum Co for Employees in Suriname Plan II in PA ($58M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Retirement Plan of Pioneer Bank, National Association? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Northwestern Energy Sd/Ne Pension Plan in MT (131 participants, $56M 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 140970570.

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.