401(k) · DOL Form 5500 · 2024

Peoples Trust and Savings Bank 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
51
Participants Small participant base
35th
Percentile by assets National rank
$63,522
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Peoples Trust & Savings Bank 401(k) Plan · Sponsored by Peoples Trust and Savings Bank · Indiana · Finance & Insurance

$3M in assets, 51 participants

Peoples Trust and Savings Bank's Peoples Trust & Savings Bank 401(k) Plan reported $3M in total assets and 51 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,972 in Finance & Insurance (8,549 peers)

Peoples Trust and Savings Bank multi-year trail

Peoples Trust and Savings Bank's plans moved +10.2% in assets from 2022 to 2024; this filing shows Peoples Trust & Savings Bank 401(k) Plan at $3M / 51 participants.

#1,972
in Finance & Insurance (8,549 peers)
+9.0%
assets growth YoY

Peoples Trust & Savings Bank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Peoples Trust & Savings Bank 401(k) Plan vs every filed plan by assets

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

$3,239,636 35th percentile higher than 35% 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

Peoples Trust & Savings Bank 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peoples Trust & Savings Bank 401(k) Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Peoples Trust & Savings Bank 401(k) Plan reported net income rose from $34K in the plan year 2023 filing to $266K in the plan year 2024 filing.
  • Peoples Trust & Savings Bank 401(k) Plan reported participants rose from 45 in the plan year 2023 filing to 51 in the plan year 2024 filing.
  • Peoples Trust & Savings Bank 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 350576890 · Peoples Trust and Savings Bank PY 2024 · 401(k)

Peoples Trust & Savings Bank 401(k) Plan · $3M · 51 · 35th

  • TYPE $3M
  • NET 51
  • BOOK 35th
  • VS-ST 401(k)
  • BOY near Saga Innovations 401(k) Plan
  • SCH ind #1972

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 Indiana →

Peoples Trust & Savings Bank 401(k) Plan in the asset neighbourhood

Peoples Trust & Savings Bank 401(k) PlanPeoples Trust & Savings Bank…$3MSaga Innovations 401(k) Plan$3MBlue Balloons LLC 401(k) Profit Sharing Plan & TrustBlue Balloons LLC 401(k) Pro…$3MAmerican Furniture Manufacturing, Inc. 401(k) PlanAmerican Furniture Manufactu…$3MCuritec LLC 401(k) Plan$3M
End-of-year total assets ($M) among Peoples Trust & Savings Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Peoples Trust and Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Peoples Trust and Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$3M 10.218243032675895% vs 2022
2024 filing year
$2.9M$3M$3.1M$3.2M$3.3M 202220232024 $2.94M $3.24M ▲ +10.2%
Year Plans Participants Total Assets
2022 1 48 $3M
2023 1 45 $3M
2024 1 51 $3M

Peoples Trust and Savings Bank filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$266K
Employer EIN350576890
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Peoples Trust & Savings Bank 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Peoples Trust & Savings Bank 401(k) Plan, Total assets ($B): 0.003239636 · Participants: 51Peoples Trust & Savings Bank 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Peoples Trust & Savings Bank 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Peoples Trust & Savings Bank 401(k) Plan side-by-side with 3 peers →

Peoples Trust & Savings Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Saga Innovations 401(k) Plan in MA ($3M); by covered participants it is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Peoples Trust & Savings Bank 401(k) Plan assets move in 2024? ▼
Peoples Trust & Savings Bank 401(k) Plan grew at a solid clip - up 9.0% during 2024, from $3M to $3M. Reported net income was $266K.
How have Peoples Trust and Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peoples Trust and Savings Bank's sponsor-wide assets grew 10.2%, from $3M to $3M.
Which 401(k) plans are similar in size to Peoples Trust & Savings Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Saga Innovations 401(k) Plan in MA ($3M, 186 participants).
Which 401(k) plans cover a similar participant headcount to Peoples Trust & Savings Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 participants, $12M 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 350576890.

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.