Defined Benefit (Pension) · DOL Form 5500 · 2023
Orange Bank and Trust Company Pension Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 46
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $755,681
- Avg per participant High balance/head
Official DOL plan name: Orange Bank & Trust Company Pension Plan as a Member of the New York State Bankers Retirement System · Sponsored by Orange Bank and Trust Company · New York · Finance & Insurance
$35M in assets, 46 participants
Orange Bank and Trust Company's Orange Bank & Trust Company Pension Plan as a Member of the New York State Bankers Retirement System reported $35M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #6,327 in Finance & Insurance (8,869 peers)
Where Orange Bank & Trust Company Pension Plan as a Member of the New York State Bankers Retirement System sits by assets
Orange Bank & Trust Company Pension Plan as a Member of the New York State Bankers Retirement System sits in the top quartile of all filed plans by assets, $35M for 46 participants (~$755,681/participant), up 15.6% in 2023.
- #6,327
- in Finance & Insurance (8,869 peers)
- +15.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Orange Bank & Trust Company Pension Plan as a Member of the New York State Bankers Retirement System's outsized position by total assets
Orange Bank & Trust Company 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
$34,761,340 Top 19% higher than 81% 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
Orange Bank & Trust Company 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. Orange Bank & Trust Company Pension Plan as a Member of the New York State Bankers Retirement System is a small filing (46 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Orange Bank & Trust Company Pension Plan as a Member of the New York State Bankers Retirement System reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Orange Bank & Trust Company Pension Plan as a Member of the New York State Bankers Retirement System end-of-year assets rose from $30M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- Orange Bank & Trust Company Pension Plan as a Member of the New York State Bankers Retirement System reported participants fell from 50 in the plan year 2022 filing to 46 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 140945678 · Orange Bank and Trust Company PY 2023 · Defined Benefit (Pension)
Orange Bank & Trust Company Pension Plan as a Member of the New York State Bankers Retirement System · $35M · 46 · 81st
- BOOK $35M
- BOOK 46
- BOOK 81st
- BOOK Defined Benefit (Pension)
- BOOK near Marble, Tile, and Terrazzo Workers Pension Fund
- BOOK ind #6327
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 →
Orange Bank & Trust Company Pension Plan as a Member of the New York State Bankers Retirement System in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $5M |
| Employer EIN | 140945678 |
| Plan Effective Date | 1939-01-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orange Bank and Trust Company)
Sponsor-wide plan assets over time
All Orange Bank and Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 13.975270102823274% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 50 | $30M |
| 2023 | 1 | 46 | $35M |
| 2024 | 1 | 43 | $34M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Orange Bank & Trust Company 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 Marble, Tile, and Terrazzo Workers Pension Fund in MD ($35M); by covered participants it is Furst-Mcness Company Pension Plan in IL (46 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (46 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.