Defined Benefit (Pension) · DOL Form 5500 · 2023

Putnam County National Bank Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 4
Participants Small participant base: 47th
Percentile by assets National rank: $1.4M
Avg per participant High balance/head

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Official DOL plan name: Putnam County National Bank Pension Plan as a Member of the New York State Bankers Retirement System · Sponsored by Putnam County National Bank · New York · Finance & Insurance

$6M in assets, 4 participants

Putnam County National Bank's Putnam County National Bank Pension Plan as a Member of the New York State Bankers Retirement System reported $6M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

#2,944 in Finance & Insurance (8,869 peers)

2023 asset change

Putnam County National Bank Pension Plan as a Member of the New York State Bankers Retirement System grew at a solid clip 13.1% in 2023 ($5M → $6M) for 4 participants.

#2,944
in Finance & Insurance (8,869 peers): +13.1%
assets growth YoY

Putnam County National 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

Putnam County National 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

$5,631,412 47th percentile higher than 47% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Putnam County National Bank Pension Plan as a Member of the New York State Bankers Retirement System among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Putnam County National Bank Pension Plan as a Member of the New York State Bankers Retirement System is a micro filing (4 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Putnam County National Bank Pension Plan as a Member of the New York State Bankers Retirement System reported net income rose from -$458K in the plan year 2022 filing to $653K in the plan year 2023 filing.
Putnam County National Bank Pension Plan as a Member of the New York State Bankers Retirement System reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
Putnam County National Bank Pension Plan as a Member of the New York State Bankers Retirement System end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 140984850 · Putnam County National Bank PY 2023 · Defined Benefit (Pension)

Putnam County National Bank Pension Plan as a Member of the New York State Bankers Retirement System · $6M · 4 · 47th

BOOK $6M
VS-ST 4
BOY 47th
SCH Defined Benefit (Pension)
EBSA near International Association of Bridge, Structural, Ornamental & Reinforcing Ironworkers L.U. No. 79 Pension Fund
PART ind #2944

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 →

End-of-year total assets ($M) among Putnam County National 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.

Putnam County National Bank years around the 2023 move

Latest sponsor-wide plan assets: $5M 9.305507070786602% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$5M
2023	1	4	$6M
2024	1	4	$5M

2023 asset-move particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$653K
Employer EIN	140984850
Plan Effective Date	1952-12-26
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Putnam County National 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

IBM Personal Pension Plan $25.0B · 14,881
Consolidated Edison Retirement Plan $16.2B · 10,779
1199seiu Health Care Employees Pension Fund $16.2B · 107,582
Pfizer Consolidated Pension Plan $11.0B · 9,616
Pepsico Employees Retirement Plan I $7.6B · 12,289

Compare Putnam County National Bank Pension Plan as a Member of the New York State Bankers Retirement System side-by-side with 3 peers →

Putnam County National 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 International Association of Bridge, Structural, Ornamental & Reinforcing Ironworkers L.U. No. 79 Pension Fund in VA ($6M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Ship Wheel Retirement Fund and Trust (MA) 4 · 0 off
Paley Commercial Real Estate, Inc. Defined Benefit Pension Plan (CA) 4 · 0 off
Farmland Opportunity, LLC Pension Plan (FL) 4 · 0 off
Kamel L. Kamel, M.D., Inc. Defined Benefit Pension Plan (CA) 4 · 0 off

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 Putnam County National Bank Pension Plan as a Member of the New York State Bankers Retirement System assets move in 2023? ▼

Putnam County National Bank Pension Plan as a Member of the New York State Bankers Retirement System grew at a solid clip - up 13.1% during 2023, from $5M to $6M. Reported net income was $653K.

How have Putnam County National Bank plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Putnam County National Bank's sponsor-wide assets grew 9.3%, from $5M to $5M.

Which Defined Benefit (Pension) plans are similar in size to Putnam County National 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 International Association of Bridge, Structural, Ornamental & Reinforcing Ironworkers L.U. No. 79 Pension Fund in VA ($6M, 128 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Putnam County National 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 Ship Wheel Retirement Fund and Trust in MA (4 participants, N/A 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 140984850.