401(k) · DOL Form 5500 · 2024

The Juniata Valley Bank 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
160
Participants Small participant base
65th
Percentile by assets National rank
$94,711
Avg per participant Below avg balance/head
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Official DOL plan name: The Juniata Valley Bank 401(k) Plan · Sponsored by The Juniata Valley Bank · Pennsylvania · Finance & Insurance

$15M in assets, 160 participants

The Juniata Valley Bank's The Juniata Valley Bank 401(k) Plan reported $15M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,159 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

The Juniata Valley Bank 401(k) Plan covers 160 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $15M.

#4,159
in Finance & Insurance (8,549 peers)
+16.2%
assets growth YoY

The Juniata Valley Bank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

The Juniata Valley Bank 401(k) Plan vs every filed plan by assets

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

$15,153,805 Top 35% higher than 65% 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

The Juniata Valley Bank 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Juniata Valley Bank 401(k) Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Juniata Valley Bank 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Juniata Valley Bank 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • The Juniata Valley Bank 401(k) Plan reported participants rose from 158 in the plan year 2023 filing to 160 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 230741266 · The Juniata Valley Bank PY 2024 · 401(k)

The Juniata Valley Bank 401(k) Plan · $15M · 160 · 65th

  • VS-ST $15M
  • VS-ST 160
  • VS-ST 65th
  • VS-ST 401(k)
  • VS-ST near National Confectioner's Association 401(k) Plan
  • VS-ST ind #4159

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 Pennsylvania →

The Juniata Valley Bank 401(k) Plan in the asset neighbourhood

The Juniata Valley Bank 401(k) PlanThe Juniata Valley Bank 401(…$15MNational Confectioner's Association 401(k) PlanNational Confectioner's Asso…$15MBeef Northwest Feeders, LLC Employees' Retirement PlanBeef Northwest Feeders, LLC …$15MInfragistics, Inc. 401(k) Profit Sharing PlanInfragistics, Inc. 401(k) Pr…$15MSwnb Bancorp Inc 401(k) Plan$15M
End-of-year total assets ($M) among The Juniata Valley Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN230741266
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Juniata Valley Bank)

Sponsor-wide plan assets over time

All The Juniata Valley Bank plans reported in each filing year

Latest sponsor-wide plan assets
$15M 32.63713840400476% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.4M $15.2M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 158 $11M
2023 1 158 $13M
2024 1 160 $15M

Nearby 401(k) Plans in Pennsylvania

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

The Juniata Valley Bank 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants The Juniata Valley Bank 401(k) Plan, Total assets ($B): 0.015153805 · Participants: 160The Juniata Valley Bank 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
The Juniata Valley Bank 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Juniata Valley Bank 401(k) Plan side-by-side with 3 peers →

The Juniata Valley Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is National Confectioner's Association 401(k) Plan in DC ($15M); by covered participants it is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 The Juniata Valley Bank 401(k) Plan assets move in 2024? ▼
The Juniata Valley Bank 401(k) Plan grew sharply - up 16.2% during 2024, from $13M to $15M. Reported net income was $2M.
How have The Juniata Valley Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Juniata Valley Bank's sponsor-wide assets grew 32.6%, from $11M to $15M.
Which 401(k) plans are similar in size to The Juniata Valley Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Confectioner's Association 401(k) Plan in DC ($15M, 26 participants).
Which 401(k) plans cover a similar participant headcount to The Juniata Valley Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants, N/A 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 230741266.

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.