401(k) · DOL Form 5500 · 2024
Genesee Regional Bank 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 152
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $145,951
- Avg per participant Above avg balance/head
Official DOL plan name: Genesee Regional Bank 401(k) Plan and Trust · Sponsored by Genesee Regional Bank · New York · Finance & Insurance
$22M in assets, 152 participants
Genesee Regional Bank's Genesee Regional Bank 401(k) Plan and Trust reported $22M in total assets and 152 participants in its 2024 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.
- #4,939 in Finance & Insurance (8,549 peers)
Coverage in New York
Genesee Regional Bank 401(k) Plan and Trust covers 152 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $22M.
- #4,939
- in Finance & Insurance (8,549 peers)
- +21.3%
- assets growth YoY
Genesee Regional Bank 401(k) Plan and Trust's outsized position by total assets
Genesee Regional Bank 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,184,520 Top 28% higher than 72% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Genesee Regional Bank 401(k) Plan and Trust 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. Genesee Regional Bank 401(k) Plan and Trust sits mid-pack in the medium band (152 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Genesee Regional Bank 401(k) Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Genesee Regional Bank 401(k) Plan and Trust end-of-year assets rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Genesee Regional Bank 401(k) Plan and Trust reported participants fell from 162 in the plan year 2023 filing to 152 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 363351119 · Genesee Regional Bank PY 2024 · 401(k)
Genesee Regional Bank 401(k) Plan and Trust · $22M · 152 · 72nd
- PCT $22M
- EIN 152
- RANK 72nd
- PHOTO 401(k)
- IND near Belmond USA Inc. 401(k) Plan
- EOY ind #4939
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 →
Genesee Regional Bank 401(k) Plan and Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $4M |
| Employer EIN | 363351119 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Genesee Regional Bank)
Sponsor-wide plan assets over time
All Genesee Regional Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 35.64772870894504% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 153 | $16M |
| 2023 | 1 | 162 | $18M |
| 2024 | 1 | 152 | $22M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Genesee Regional Bank 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Belmond USA Inc. 401(k) Plan in SC ($22M); by covered participants it is Astadia Incorporated 401(k) Plan in MA (152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Belmond USA Inc. 401(k) Plan (SC) $22M · 269
- Aptive Resources 401(k) (VA) $22M · 531
- Furman Foods, Inc. 401(k) Profit Sharing Plan (PA) $22M · 255
- Aracor, Inc. 401(k) Plan (TX) $22M · 21
Similar participant headcount
Nearest other-state filings by covered participants (152 participants); asset peers above are excluded.
- Astadia Incorporated 401(k) Plan (MA) 152 · 0 off
- Dome Printing 401(k) Profit Sharing Plan (CA) 152 · 0 off
- Loom 401(k) Plan (CA) 152 · 0 off
- Los Altos Food Products, LLC 401(k) Plan (CA) 152 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.