401(k) · DOL Form 5500 · 2024

Ballston Spa National Bank 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
120
Participants Small participant base
70th
Percentile by assets National rank
$164,916
Avg per participant Above avg balance/head
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Official DOL plan name: Ballston Spa National Bank Supplemental Retirement Savings Plan · Sponsored by Ballston Spa National Bank · New York · Finance & Insurance

$20M in assets, 120 participants

Ballston Spa National Bank's Ballston Spa National Bank Supplemental Retirement Savings Plan reported $20M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,702 in Finance & Insurance (8,549 peers)

Coverage in New York

Ballston Spa National Bank Supplemental Retirement Savings Plan covers 120 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $20M.

#4,702
in Finance & Insurance (8,549 peers)
+27.4%
assets growth YoY

Ballston Spa National Bank Supplemental Retirement Savings Plan's outsized position by total assets

Ballston Spa National Bank Supplemental Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$19,789,914 Top 30% higher than 70% of 123,620 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 2024

Ballston Spa National Bank Supplemental Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ballston Spa National Bank Supplemental Retirement Savings Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ballston Spa National Bank Supplemental Retirement Savings Plan reported net income rose from $102K in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Ballston Spa National Bank Supplemental Retirement Savings Plan end-of-year assets rose from $16M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Ballston Spa National Bank Supplemental Retirement Savings Plan reported participants fell from 122 in the plan year 2023 filing to 120 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 140486153 · Ballston Spa National Bank PY 2024 · 401(k)

Ballston Spa National Bank Supplemental Retirement Savings Plan · $20M · 120 · 70th

  • RANK $20M
  • RANK 120
  • RANK 70th
  • RANK 401(k)
  • RANK near Davis-Moore Automotive, Inc. Salary Deferral 401(k) Profit Sharing Plan
  • RANK ind #4702

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 →

Ballston Spa National Bank Supplemental Retirement Savings Plan in the asset neighbourhood

Ballston Spa National Bank Supplemental Retirement Savings PlanBallston Spa National Bank S…$20MDavis-Moore Automotive, Inc. Salary Deferral 401(k) Profit Sharing PlanDavis-Moore Automotive, Inc.…$20MU.S. Holdings, Inc. Et Al 401(k) PlanU.S. Holdings, Inc. Et Al 40…$20MYoungwilliams P.C. 401(k) Profit Sharing PlanYoungwilliams P.C. 401(k) Pr…$20MThe Renfrew Centers, Inc. 401(k) PlanThe Renfrew Centers, Inc. 40…$20M
End-of-year total assets ($M) among Ballston Spa National Bank Supplemental Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN140486153
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ballston Spa National Bank)

Sponsor-wide plan assets over time

All Ballston Spa National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$42M 17.393750766610577% vs 2022
2024 filing year
$34M$36M$38M$40M$42M$44M 202220232024 $35.5M $41.7M ▲ +17.4%
Year Plans Participants Total Assets
2022 2 200 $36M
2023 2 210 $38M
2024 2 202 $42M

Nearby 401(k) Plans in New York

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

Ballston Spa National Bank Supplemental Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Ballston Spa National Bank Supplemental Retirement Savings Plan, Total assets ($B): 0.019789914 · Participants: 120Ballston Spa National Bank Supplemental Retirement Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Ballston Spa National Bank Supplemental Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ballston Spa National Bank Supplemental Retirement Savings Plan side-by-side with 3 peers →

Ballston Spa National Bank Supplemental Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Davis-Moore Automotive, Inc. Salary Deferral 401(k) Profit Sharing Plan in KS ($20M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ballston Spa National Bank Supplemental Retirement Savings Plan assets move in 2024? ▼
Ballston Spa National Bank Supplemental Retirement Savings Plan grew sharply - up 27.4% during 2024, from $16M to $20M. Reported net income was $4M.
How have Ballston Spa National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ballston Spa National Bank's sponsor-wide assets grew 17.4%, from $36M to $42M.
Which 401(k) plans are similar in size to Ballston Spa National Bank Supplemental Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Davis-Moore Automotive, Inc. Salary Deferral 401(k) Profit Sharing Plan in KS ($20M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Ballston Spa National Bank Supplemental Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants, $738K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 140486153.

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.