Defined Benefit (Pension) · DOL Form 5500 · 2024

Ameriserv Financial Pension Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
124
Participants Small participant base
87th
Percentile by assets National rank
$503,997
Avg per participant High balance/head
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Official DOL plan name: Ameriserv Financial Pension Plan · Sponsored by Ameriserv Financial · Pennsylvania · Finance & Insurance

$62M in assets, 124 participants

Ameriserv Financial's Ameriserv Financial Pension Plan reported $62M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,763 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Ameriserv Financial Pension Plan covers 124 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $62M.

#6,763
in Finance & Insurance (8,549 peers)
+5.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Ameriserv Financial Pension Plan's outsized position by total assets

Ameriserv Financial Pension Plan vs every filed plan by assets

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

$62,495,686 Top 13% higher than 87% 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

Ameriserv Financial Pension 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. Ameriserv Financial Pension Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ameriserv Financial Pension Plan reported participants fell from 137 in the plan year 2023 filing to 124 in the plan year 2024 filing.
  • Ameriserv Financial Pension Plan end-of-year assets rose from $59M in the plan year 2023 filing to $62M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 250851535 · Ameriserv Financial PY 2024 · Defined Benefit (Pension)

Ameriserv Financial Pension Plan · $62M · 124 · 87th

  • 5500 $62M
  • ASSETS 124
  • PCT 87th
  • EIN Defined Benefit (Pension)
  • RANK near Seaboard Marine Pension Plan
  • PHOTO ind #6763

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 →

Ameriserv Financial Pension Plan in the asset neighbourhood

Dr Pepper Snapple Group, Inc. Hourly Employees' Pension PlanDr Pepper Snapple Group, Inc…$63MPension Plan for Plumbers and Pipefitters Local Union No. 776 (Lima, Ohio)Pension Plan for Plumbers an…$63MSeaboard Marine Pension Plan$63MAmeriserv Financial Pension PlanAmeriserv Financial Pension …$62MMarietta Memorial Hospital Retirement PlanMarietta Memorial Hospital R…$62M
End-of-year total assets ($M) among Ameriserv Financial Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$62M
Net Income$3M
Employer EIN250851535
Plan Effective Date1945-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ameriserv Financial)

Sponsor-wide plan assets over time

All Ameriserv Financial plans reported in each filing year

Latest sponsor-wide plan assets
$105M 14.006666660305777% vs 2022
2024 filing year
$90M$95M$100M$105M$110M 202220232024 $92.2M $105M ▲ +14.0%
Year Plans Participants Total Assets
2022 2 492 $92M
2023 2 481 $100M
2024 2 474 $105M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Ameriserv Financial Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Ameriserv Financial Pension Plan, Total assets ($B): 0.062495686 · Participants: 124Ameriserv Financial Pension 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
Ameriserv Financial Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Ameriserv Financial Pension Plan side-by-side with 3 peers →

Ameriserv Financial Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Seaboard Marine Pension Plan in KS ($63M); by covered participants it is Cotton Incorporated Pension Plan in NC (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Ameriserv Financial Pension Plan assets move in 2024? ▼
Ameriserv Financial Pension Plan grew at a solid clip - up 5.3% during 2024, from $59M to $62M. Reported net income was $3M.
How have Ameriserv Financial plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ameriserv Financial's sponsor-wide assets grew 14.0%, from $92M to $105M.
Where does Ameriserv Financial Pension Plan rank by assets among Form 5500 filers? ▼
Ameriserv Financial Pension Plan ranks in the 87th 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 Ameriserv Financial Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Seaboard Marine Pension Plan in KS ($63M, 316 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ameriserv Financial Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cotton Incorporated Pension Plan in NC (124 participants, $37M 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 250851535.

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.