401(k) · DOL Form 5500 · 2024

Orange County Bancorp Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
210
Participants Below avg headcount
78th
Percentile by assets National rank
$151,088
Avg per participant Above avg balance/head
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Official DOL plan name: Orange County Bancorp Inc. 401(k)Plan · Sponsored by Orange County Bancorp Inc. · New York · Finance & Insurance

$32M in assets, 210 participants

Orange County Bancorp Inc.'s Orange County Bancorp Inc. 401(k)Plan reported $32M in total assets and 210 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,631 in Finance & Insurance (8,549 peers)

Coverage in New York

Orange County Bancorp Inc. 401(k)Plan covers 210 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $32M.

#5,631
in Finance & Insurance (8,549 peers)
+7.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Orange County Bancorp Inc. 401(k)Plan's outsized position by total assets

Orange County Bancorp Inc. 401(k)Plan vs every filed plan by assets

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

$31,728,476 Top 22% higher than 78% 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

Orange County Bancorp Inc. 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. Orange County Bancorp Inc. 401(k)Plan sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orange County Bancorp Inc. 401(k)Plan reported net income fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Orange County Bancorp Inc. 401(k)Plan reported participants rose from 186 in the plan year 2023 filing to 210 in the plan year 2024 filing.
  • Orange County Bancorp Inc. 401(k)Plan end-of-year assets rose from $30M in the plan year 2023 filing to $32M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 261135778 · Orange County Bancorp Inc. PY 2024 · 401(k)

Orange County Bancorp Inc. 401(k)Plan · $32M · 210 · 78th

  • PART $32M
  • PART 210
  • PART 78th
  • PART 401(k)
  • PART near Mi-T-M Corporation 401(k) Plan
  • PART ind #5631

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 County Bancorp Inc. 401(k)Plan in the asset neighbourhood

Orange County Bancorp Inc. 401(k)PlanOrange County Bancorp Inc. 4…$32MMi-T-M Corporation 401(k) PlanMi-T-M Corporation 401(k) Pl…$32MFralock, LLC 401(k) Plan$32MAirx Climate Solutions, Inc. 401(k) PlanAirx Climate Solutions, Inc.…$32MAbbott, Stringham & Lynch Accountancy Corporation 401(k) Profit Sharing PlanAbbott, Stringham & Lynch Ac…$32M
End-of-year total assets ($M) among Orange County Bancorp Inc. 401(k)Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$32M
Net Income$2M
Employer EIN261135778
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orange County Bancorp Inc.)

Sponsor-wide plan assets over time

All Orange County Bancorp Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 34.297420387920205% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.6M $31.7M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 190 $24M
2023 1 186 $30M
2024 1 210 $32M

Nearby 401(k) Plans in New York

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

Orange County Bancorp Inc. 401(k)Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Orange County Bancorp Inc. 401(k)Plan, Total assets ($B): 0.031728476 · Participants: 210Orange County Bancorp Inc. 401(k)PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Orange County Bancorp Inc. 401(k)Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Orange County Bancorp Inc. 401(k)Plan side-by-side with 3 peers →

Orange County Bancorp Inc. 401(k)Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mi-T-M Corporation 401(k) Plan in IA ($32M); by covered participants it is Impressions Incorporated Profit Sharing and Savings Plan in MN (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Orange County Bancorp Inc. 401(k)Plan assets move in 2024? ▼
Orange County Bancorp Inc. 401(k)Plan grew at a solid clip - up 7.5% during 2024, from $30M to $32M. Reported net income was $2M.
How have Orange County Bancorp Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orange County Bancorp Inc.'s sponsor-wide assets grew 34.3%, from $24M to $32M.
Where does Orange County Bancorp Inc. 401(k)Plan rank by assets among Form 5500 filers? ▼
Orange County Bancorp Inc. 401(k)Plan ranks in the 78th 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 401(k) plans are similar in size to Orange County Bancorp Inc. 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mi-T-M Corporation 401(k) Plan in IA ($32M, 361 participants).
Which 401(k) plans cover a similar participant headcount to Orange County Bancorp Inc. 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Impressions Incorporated Profit Sharing and Savings Plan in MN (210 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 261135778.

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.