Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

RETIREMENT PLAN FOR EMPLOYEES OF HAMLIN BANK AND TRUST COMPANY

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

HAMLIN BANK AND TRUST COMPANY

This Defined Benefit (Pension) plan holds $28M in total assets and serves 72 participants as of 2024. It is sponsored by HAMLIN BANK AND TRUST COMPANY in Pennsylvania. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$28M
Participants
72
State
Industry
Finance & Insurance

What the Filing Says About RETIREMENT PLAN FOR EMPLOYEES OF HAMLIN BANK AND TRUST COMPANY

RETIREMENT PLAN FOR EMPLOYEES OF HAMLIN BANK AND TRUST COMPANY is a Defined Benefit (Pension) retirement plan sponsored by HAMLIN BANK AND TRUST COMPANY, headquartered in Pennsylvania. As of the 2024 Form 5500 filing, the plan reports $28M in total end-of-year assets and covers 72 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 250532490, and the plan has been effective since 1949-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $26M at the beginning of 2024 to $28M at year-end — a gain of 7.1%. Net assets (after liabilities) closed the year at $28M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$26M
Total Assets (End of Year)$28M
Net Assets (End of Year)$28M
Net Income$2M
Plan TypeDefined Benefit (Pension)
Employer EIN250532490
Plan Effective Date1949-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (HAMLIN BANK AND TRUST COMPANY)

Year Plans Participants Total Assets
2022 1 72 $23M
2023 1 70 $26M
2024 1 72 $28M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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Frequently Asked Questions

How much money is in the RETIREMENT PLAN FOR EMPLOYEES OF HAMLIN BANK AND TRUST COMPANY?
As of the 2024 Form 5500 filing, RETIREMENT PLAN FOR EMPLOYEES OF HAMLIN BANK AND TRUST COMPANY holds $28M in total assets with 72 participants. It is sponsored by HAMLIN BANK AND TRUST COMPANY.
What type of plan is RETIREMENT PLAN FOR EMPLOYEES OF HAMLIN BANK AND TRUST COMPANY?
RETIREMENT PLAN FOR EMPLOYEES OF HAMLIN BANK AND TRUST COMPANY is a Defined Benefit (Pension) plan. It has been effective since 1949-04-01. The plan is filed with the U.S. Department of Labor under EIN 250532490.
Who sponsors the RETIREMENT PLAN FOR EMPLOYEES OF HAMLIN BANK AND TRUST COMPANY?
RETIREMENT PLAN FOR EMPLOYEES OF HAMLIN BANK AND TRUST COMPANY is sponsored by HAMLIN BANK AND TRUST COMPANY, located in Pennsylvania. The sponsor's EIN is 250532490 and the plan operates in the Finance & Insurance industry.
How did RETIREMENT PLAN FOR EMPLOYEES OF HAMLIN BANK AND TRUST COMPANY perform in 2024?
RETIREMENT PLAN FOR EMPLOYEES OF HAMLIN BANK AND TRUST COMPANY grew by 7.1% during 2024, moving from $26M to $28M in total assets. Net income was $2M.
Where can I find official filings for RETIREMENT PLAN FOR EMPLOYEES OF HAMLIN BANK AND TRUST COMPANY?
Official Form 5500 filings for RETIREMENT PLAN FOR EMPLOYEES OF HAMLIN BANK AND TRUST COMPANY are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 250532490 or plan name at efast.dol.gov.
How does RETIREMENT PLAN FOR EMPLOYEES OF HAMLIN BANK AND TRUST COMPANY compare to other plans?
You can compare RETIREMENT PLAN FOR EMPLOYEES OF HAMLIN BANK AND TRUST COMPANY against other Defined Benefit (Pension) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 250532490.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.