Defined Benefit (Pension) · DOL Form 5500 · 2023

Rhinebeck Bank Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
29
Participants Small participant base
72nd
Percentile by assets National rank
$656,316
Avg per participant High balance/head
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Official DOL plan name: The Retirement Plan of Rhinebeck Savings Bank · Sponsored by Rhinebeck Bank · New York · Finance & Insurance

$19M in assets, 29 participants

Rhinebeck Bank's The Retirement Plan of Rhinebeck Savings Bank reported $19M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,144 in Finance & Insurance (8,869 peers)

Rhinebeck Bank multi-year trail

Rhinebeck Bank's plans moved +21.8% in assets from 2022 to 2024; this filing shows The Retirement Plan of Rhinebeck Savings Bank at $19M / 29 participants.

#5,144
in Finance & Insurance (8,869 peers)
+15.3%
assets growth YoY

The Retirement Plan of Rhinebeck Savings Bank's outsized position by total assets

The Retirement Plan of Rhinebeck Savings Bank vs every filed plan by assets

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

$19,033,165 Top 28% higher than 72% 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

The Retirement Plan of Rhinebeck Savings Bank among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Retirement Plan of Rhinebeck Savings Bank is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Retirement Plan of Rhinebeck Savings Bank reported net income rose from $57K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Retirement Plan of Rhinebeck Savings Bank end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • The Retirement Plan of Rhinebeck Savings Bank reported participants fell from 34 in the plan year 2022 filing to 29 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 141002430 · Rhinebeck Bank PY 2023 · Defined Benefit (Pension)

The Retirement Plan of Rhinebeck Savings Bank · $19M · 29 · 72nd

  • BOOK $19M
  • VS-ST 29
  • BOY 72nd
  • SCH Defined Benefit (Pension)
  • EBSA near Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust
  • PART ind #5144

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 →

The Retirement Plan of Rhinebeck Savings Bank in the asset neighbourhood

Defiance Precision Products, Inc. Pension Plan for Local 638 UAW EmployeesDefiance Precision Products,…$19MFinancial Accounting Foundation Employees' Pension PlanFinancial Accounting Foundat…$19MThe Retirement Plan of Rhinebeck Savings BankThe Retirement Plan of Rhine…$19MKelley-Clarke, LLC Employees Defined Benefit Pension Plan and TrustKelley-Clarke, LLC Employees…$19MMartinrea Fabco Hot Stampings, Inc. Hourly Employees Retirement PlanMartinrea Fabco Hot Stamping…$19M
End-of-year total assets ($M) among The Retirement Plan of Rhinebeck Savings Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Rhinebeck Bank multi-year asset trail

Sponsor-wide plan assets over time

All Rhinebeck Bank plans reported in each filing year

Latest sponsor-wide plan assets
$51M 21.76696334154118% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $42M $51.1M ▲ +21.8%
Year Plans Participants Total Assets
2022 3 355 $42M
2023 3 379 $48M
2024 3 352 $51M

Rhinebeck Bank filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN141002430
Plan Effective Date1941-05-01
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.

The Retirement Plan of Rhinebeck Savings Bank vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Retirement Plan of Rhinebeck Savings Bank, Total assets ($B): 0.019033165 · Participants: 29The Retirement Plan of Rhinebeck Savings BankIBM 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
The Retirement Plan of Rhinebeck Savings Bank vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Retirement Plan of Rhinebeck Savings Bank side-by-side with 3 peers →

The Retirement Plan of Rhinebeck Savings Bank's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust in FL ($19M); by covered participants it is The York Water Company Pension Plan for General and Administrative Employees in PA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 The Retirement Plan of Rhinebeck Savings Bank assets move in 2023? ▼
The Retirement Plan of Rhinebeck Savings Bank grew sharply - up 15.3% during 2023, from $17M to $19M. Reported net income was $3M.
How have Rhinebeck Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rhinebeck Bank's sponsor-wide assets grew 21.8%, from $42M to $51M.
Which Defined Benefit (Pension) plans are similar in size to The Retirement Plan of Rhinebeck Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kelley-Clarke, LLC Employees Defined Benefit Pension Plan and Trust in FL ($19M, 54 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Retirement Plan of Rhinebeck Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The York Water Company Pension Plan for General and Administrative Employees in PA (29 participants, $44M 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 141002430.

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.