Defined Benefit (Pension) · DOL Form 5500 · 2023

Tioga State Bank Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
19
Participants Small participant base
38th
Percentile by assets National rank
$180,373
Avg per participant Above avg balance/head
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Official DOL plan name: Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System · Sponsored by Tioga State Bank · New York · Finance & Insurance

$3M in assets, 19 participants

Tioga State Bank's Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System reported $3M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,326 in Finance & Insurance (8,869 peers)

2023 asset change

Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System grew at a solid clip 11.0% in 2023 ($3M → $3M) for 19 participants.

#2,326
in Finance & Insurance (8,869 peers)
+11.0%
assets growth YoY

Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System's mid-pack asset rank among Finance & Insurance and all filers

Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System vs every filed plan by assets

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

$3,427,082 38th percentile higher than 38% 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

Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System reported net income rose from -$408K in the plan year 2022 filing to $339K in the plan year 2023 filing.
  • Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 150620348 · Tioga State Bank PY 2023 · Defined Benefit (Pension)

Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System · $3M · 19 · 38th

  • TYPE $3M
  • NET 19
  • BOOK 38th
  • VS-ST Defined Benefit (Pension)
  • BOY near Cooperativa De Ahorro Y Credito De Los Maestros De Pr Employees' Retirement Plan
  • SCH ind #2326

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 →

Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System in the asset neighbourhood

First Bancorp Employees' Pension PlanFirst Bancorp Employees' Pen…$3MTioga State Bank Pension Plan as a Member of the New York State Bankers Retirement SystemTioga State Bank Pension Pla…$3MCooperativa De Ahorro Y Credito De Los Maestros De Pr Employees' Retirement PlanCooperativa De Ahorro Y Cred…$3MTurley Dental Corporation Defined Benefit Pension PlanTurley Dental Corporation De…$3MShulman Bastian Defined Benefit Pension PlanShulman Bastian Defined Bene…$3M
End-of-year total assets ($M) among Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Tioga State Bank years around the 2023 move

Sponsor-wide plan assets over time

All Tioga State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.608546263579676% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M 202220232024 $3.09M $3.29M ▲ +6.5%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 19 $3M
2024 1 18 $3M

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$339K
Employer EIN150620348
Plan Effective Date1951-06-05
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System, Total assets ($B): 0.003427082 · Participants: 19Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement SystemIBM 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
Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Cooperativa De Ahorro Y Credito De Los Maestros De Pr Employees' Retirement Plan in PR ($3M); by covered participants it is Aapex Community Pharmacy Defined Benefit Plan in TX (19 participants). Same-state nearby plans are listed separately above.

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 Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System assets move in 2023?
Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System grew at a solid clip - up 11.0% during 2023, from $3M to $3M. Reported net income was $339K.
How have Tioga State Bank plan assets changed over time?
Across 3 plan years on file (2022-2024), Tioga State Bank's sponsor-wide assets grew 6.6%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cooperativa De Ahorro Y Credito De Los Maestros De Pr Employees' Retirement Plan in PR ($3M, 40 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Aapex Community Pharmacy Defined Benefit Plan in TX (19 participants, $2M in assets).