Defined Benefit (Pension) · DOL Form 5500 · 2024

Jersey Shore State Bank Pension Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
24
Participants Small participant base
75th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Jersey Shore State Bank Retirement Plan · Sponsored by Jersey Shore State Bank · Pennsylvania · Finance & Insurance

$25M in assets, 24 participants

Jersey Shore State Bank's Jersey Shore State Bank Retirement Plan reported $25M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,223 in Finance & Insurance (8,549 peers)

Where Jersey Shore State Bank Retirement Plan sits by assets

Jersey Shore State Bank Retirement Plan sits in the top quartile of all filed plans by assets, $25M for 24 participants (~$1.1M/participant), up 9.1% in 2024.

#5,223
in Finance & Insurance (8,549 peers)
+9.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jersey Shore State Bank Retirement Plan's outsized position by total assets

Jersey Shore State Bank Retirement Plan vs every filed plan by assets

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

$25,452,471 Top 25% higher than 75% 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

Jersey Shore State Bank Retirement 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. Jersey Shore State Bank Retirement Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jersey Shore State Bank Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Jersey Shore State Bank Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Jersey Shore State Bank Retirement Plan reported participants fell from 25 in the plan year 2023 filing to 24 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 240622580 · Jersey Shore State Bank PY 2024 · Defined Benefit (Pension)

Jersey Shore State Bank Retirement Plan · $25M · 24 · 75th

  • EBSA $25M
  • EBSA 24
  • EBSA 75th
  • EBSA Defined Benefit (Pension)
  • EBSA near The Barton Group Pension Plan
  • EBSA ind #5223

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 →

Jersey Shore State Bank Retirement Plan in the asset neighbourhood

Rogers Corporation Employees' Pension PlanRogers Corporation Employees…$26MJersey Shore State Bank Retirement PlanJersey Shore State Bank Reti…$25MThe Barton Group Pension Plan$25MUnited Ohio Insurance Company Pension PlanUnited Ohio Insurance Compan…$25MHussmann Pension Plan for Certain Participants with Frozen BenefitsHussmann Pension Plan for Ce…$25M
End-of-year total assets ($M) among Jersey Shore State Bank Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN240622580
Plan Effective Date1955-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jersey Shore State Bank)

Sponsor-wide plan assets over time

All Jersey Shore State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$25M 21.810395759208294% vs 2022
2024 filing year
$20M$22M$24M$26M 202220232024 $20.9M $25.5M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 26 $21M
2023 1 25 $23M
2024 1 24 $25M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Jersey Shore State Bank Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Jersey Shore State Bank Retirement Plan, Total assets ($B): 0.025452471 · Participants: 24Jersey Shore State Bank Retirement PlanNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Jersey Shore State Bank Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Jersey Shore State Bank Retirement Plan side-by-side with 3 peers →

Jersey Shore State Bank Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is The Barton Group Pension Plan in NY ($25M); by covered participants it is Employees' Retirement Plan of Centrus Energy Corp. in MD (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Jersey Shore State Bank Retirement Plan assets move in 2024? ▼
Jersey Shore State Bank Retirement Plan grew at a solid clip - up 9.1% during 2024, from $23M to $25M. Reported net income was $2M.
How have Jersey Shore State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jersey Shore State Bank's sponsor-wide assets grew 21.8%, from $21M to $25M.
Where does Jersey Shore State Bank Retirement Plan rank by assets among Form 5500 filers? ▼
Jersey Shore State Bank Retirement Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Jersey Shore State Bank Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Barton Group Pension Plan in NY ($25M, 39 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jersey Shore State Bank Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of Centrus Energy Corp. in MD (24 participants, $6M 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 240622580.

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.