401(k) · DOL Form 5500 · 2024

Traditions Bank 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
141
Participants Small participant base
70th
Percentile by assets National rank
$137,501
Avg per participant Near avg balance/head
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Official DOL plan name: Traditions Bank Retirement Plan · Sponsored by Traditions Bank · Pennsylvania · Finance & Insurance

$19M in assets, 141 participants

Traditions Bank's Traditions Bank Retirement Plan reported $19M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,650 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Traditions Bank Retirement Plan covers 141 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $19M.

#4,650
in Finance & Insurance (8,549 peers)
+3.9%
assets growth YoY

Traditions Bank Retirement Plan's outsized position by total assets

Traditions Bank Retirement Plan vs every filed plan by assets

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

$19,387,646 Top 30% higher than 70% 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

Traditions Bank Retirement 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. Traditions Bank Retirement Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Traditions Bank Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $722K in the plan year 2024 filing.
  • Traditions Bank Retirement Plan reported participants fell from 158 in the plan year 2023 filing to 141 in the plan year 2024 filing.
  • Traditions Bank Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 030454928 · Traditions Bank PY 2024 · 401(k)

Traditions Bank Retirement Plan · $19M · 141 · 70th

  • PCT $19M
  • PCT 141
  • PCT 70th
  • PCT 401(k)
  • PCT near Badger Sportswear, LLC 401(k) Retirement Savings Plan
  • PCT ind #4650

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 →

Traditions Bank Retirement Plan in the asset neighbourhood

Traditions Bank Retirement PlanTraditions Bank Retirement P…$19MBadger Sportswear, LLC 401(k) Retirement Savings PlanBadger Sportswear, LLC 401(k…$19MRing & Pinion Service Inc. 401(k) Profit Sharing Plan and TrustRing & Pinion Service Inc. 4…$19MBrandon & Clark Inc. 401(k) PlanBrandon & Clark Inc. 401(k) …$19MHeritage Bank, Inc. 401(k) PlanHeritage Bank, Inc. 401(k) P…$19M
End-of-year total assets ($M) among Traditions Bank Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income$722K
Employer EIN030454928
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Traditions Bank)

Sponsor-wide plan assets over time

All Traditions Bank plans reported in each filing year

Latest sponsor-wide plan assets
$19M 25.762962715024667% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.4M $19.4M ▲ +25.7%
Year Plans Participants Total Assets
2022 1 153 $15M
2023 1 158 $19M
2024 2 271 $19M

Nearby 401(k) Plans in Pennsylvania

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

Traditions Bank Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Traditions Bank Retirement Plan, Total assets ($B): 0.019387646 · Participants: 141Traditions Bank Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Traditions Bank Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Traditions Bank Retirement Plan side-by-side with 3 peers →

Traditions Bank Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Badger Sportswear, LLC 401(k) Retirement Savings Plan in NC ($19M); by covered participants it is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Traditions Bank Retirement Plan assets move in 2024? ▼
Traditions Bank Retirement Plan edged up modestly - up 3.9% during 2024, from $19M to $19M. Reported net income was $722K.
How have Traditions Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Traditions Bank's sponsor-wide assets grew 25.8%, from $15M to $19M.
Which 401(k) plans are similar in size to Traditions Bank Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Badger Sportswear, LLC 401(k) Retirement Savings Plan in NC ($19M, 279 participants).
Which 401(k) plans cover a similar participant headcount to Traditions Bank Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 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 030454928.

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.