Defined Benefit (Pension) · DOL Form 5500 · 2023

Evans Bank, N.a. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
46
Participants Small participant base
45th
Percentile by assets National rank
$111,934
Avg per participant Below avg balance/head
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Official DOL plan name: Evans Bank, N.a. Pension Plan · Sponsored by Evans Bank, N.a. · New York · Finance & Insurance

$5M in assets, 46 participants

Evans Bank, N.a.'s Evans Bank, N.a. Pension Plan reported $5M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,829 in Finance & Insurance (8,869 peers)

2023 asset change

Evans Bank, N.a. Pension Plan grew at a solid clip 12.0% in 2023 ($5M → $5M) for 46 participants.

#2,829
in Finance & Insurance (8,869 peers)
+12.0%
assets growth YoY

Evans Bank, N.a. Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Evans Bank, N.a. Pension Plan vs every filed plan by assets

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

$5,148,966 45th percentile higher than 45% 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

Evans Bank, N.a. Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evans Bank, N.a. Pension Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evans Bank, N.a. Pension Plan reported net income rose from -$232K in the plan year 2022 filing to $551K in the plan year 2023 filing.
  • Evans Bank, N.a. Pension Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Evans Bank, N.a. Pension Plan reported participants fell from 50 in the plan year 2022 filing to 46 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 160426523 · Evans Bank, N.a. PY 2023 · Defined Benefit (Pension)

Evans Bank, N.a. Pension Plan · $5M · 46 · 45th

  • EOY $5M
  • 5500 46
  • ASSETS 45th
  • PCT Defined Benefit (Pension)
  • EIN near Parham Tabibian, M.D., Inc. Defined Benefit Pension Plan
  • RANK ind #2829

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 →

Evans Bank, N.a. Pension Plan in the asset neighbourhood

Civitas Engineering Group, Inc. Defined Benefit Pension PlanCivitas Engineering Group, I…$5MBanner Team, LLC Cash Balance Pension PlanBanner Team, LLC Cash Balanc…$5MRetirement Plan of Gcp Applied Technologies Inc. Chemical Group (Chicago Dewey & Almy Plant)Retirement Plan of Gcp Appli…$5MEvans Bank, N.a. Pension Plan$5MParham Tabibian, M.D., Inc. Defined Benefit Pension PlanParham Tabibian, M.D., Inc. …$5M
End-of-year total assets ($M) among Evans Bank, N.a. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Evans Bank, N.a. years around the 2023 move

Sponsor-wide plan assets over time

All Evans Bank, N.a. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 5.471316726762724% vs 2022
2024 filing year
$35M$40M$45M 202220232024 $36.3M $38.3M ▲ +5.5%
Year Plans Participants Total Assets
2022 2 433 $36M
2023 2 420 $43M
2024 2 326 $38M

2023 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$551K
Employer EIN160426523
Plan Effective Date1947-05-01
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.

Evans Bank, N.a. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Evans Bank, N.a. Pension Plan, Total assets ($B): 0.005148966 · Participants: 46Evans Bank, N.a. Pension PlanIBM 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
Evans Bank, N.a. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Evans Bank, N.a. Pension Plan side-by-side with 3 peers →

Evans Bank, N.a. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Parham Tabibian, M.D., Inc. Defined Benefit Pension Plan in CA ($5M); by covered participants it is Furst-Mcness Company Pension Plan in IL (46 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Evans Bank, N.a. Pension Plan assets move in 2023? ▼
Evans Bank, N.a. Pension Plan grew at a solid clip - up 12.0% during 2023, from $5M to $5M. Reported net income was $551K.
How have Evans Bank, N.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evans Bank, N.a.'s sponsor-wide assets grew 5.5%, from $36M to $38M.
Which Defined Benefit (Pension) plans are similar in size to Evans Bank, N.a. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Parham Tabibian, M.D., Inc. Defined Benefit Pension Plan in CA ($5M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Evans Bank, N.a. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Furst-Mcness Company Pension Plan in IL (46 participants, $10M 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 160426523.

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.