401(k) · DOL Form 5500 · 2024

The First National Bank & Trust Company of Newtown 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
126
Participants Small participant base
83rd
Percentile by assets National rank
$358,915
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: First National Bank of Newtown Savings/Incentive Plan · Sponsored by The First National Bank & Trust Company of Newtown · Pennsylvania · Finance & Insurance

$45M in assets, 126 participants

The First National Bank & Trust Company of Newtown's First National Bank of Newtown Savings/Incentive Plan reported $45M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,295 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

First National Bank of Newtown Savings/Incentive Plan covers 126 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $45M.

#6,295
in Finance & Insurance (8,549 peers)
+14.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

First National Bank of Newtown Savings/Incentive Plan's outsized position by total assets

First National Bank of Newtown Savings/Incentive Plan vs every filed plan by assets

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

$45,223,275 Top 17% higher than 83% 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

First National Bank of Newtown Savings/Incentive 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. First National Bank of Newtown Savings/Incentive Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First National Bank of Newtown Savings/Incentive Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • First National Bank of Newtown Savings/Incentive Plan end-of-year assets rose from $40M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • First National Bank of Newtown Savings/Incentive Plan reported participants rose from 121 in the plan year 2023 filing to 126 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 230916895 · The First National Bank & Trust Company of Newtown PY 2024 · 401(k)

First National Bank of Newtown Savings/Incentive Plan · $45M · 126 · 83rd

  • NET $45M
  • NET 126
  • NET 83rd
  • NET 401(k)
  • NET near Liaison International, LLC 401(k) Retirement Savings Plan
  • NET ind #6295

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 →

First National Bank of Newtown Savings/Incentive Plan in the asset neighbourhood

Unique Vacations, Inc. 401(k) Profit Sharing PlanUnique Vacations, Inc. 401(k…$45MFirst National Bank of Newtown Savings/Incentive PlanFirst National Bank of Newto…$45MLiaison International, LLC 401(k) Retirement Savings PlanLiaison International, LLC 4…$45MHuvepharma Inc 401(k) Profit Sharing Plan and TrustHuvepharma Inc 401(k) Profit…$45MPci Energy Solutions a.K.a. Power Costs, Inc. 401(k) PlanPci Energy Solutions a.K.a. …$45M
End-of-year total assets ($M) among First National Bank of Newtown Savings/Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$45M
Net Income$6M
Employer EIN230916895
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The First National Bank & Trust Company of Newtown)

Sponsor-wide plan assets over time

All The First National Bank & Trust Company of Newtown plans reported in each filing year

Latest sponsor-wide plan assets
$96M 30.244376667750533% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73.4M $95.6M ▲ +30.2%
Year Plans Participants Total Assets
2022 2 239 $73M
2023 2 230 $87M
2024 2 233 $96M

Nearby 401(k) Plans in Pennsylvania

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

First National Bank of Newtown Savings/Incentive Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants First National Bank of Newtown Savings/Incentive Plan, Total assets ($B): 0.045223275 · Participants: 126First National Bank of Newtown Savings/Incentive 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
First National Bank of Newtown Savings/Incentive Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare First National Bank of Newtown Savings/Incentive Plan side-by-side with 3 peers →

First National Bank of Newtown Savings/Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Liaison International, LLC 401(k) Retirement Savings Plan in MA ($45M); by covered participants it is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 First National Bank of Newtown Savings/Incentive Plan assets move in 2024? ▼
First National Bank of Newtown Savings/Incentive Plan grew at a solid clip - up 14.4% during 2024, from $40M to $45M. Reported net income was $6M.
How have The First National Bank & Trust Company of Newtown plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The First National Bank & Trust Company of Newtown's sponsor-wide assets grew 30.2%, from $73M to $96M.
Where does First National Bank of Newtown Savings/Incentive Plan rank by assets among Form 5500 filers? ▼
First National Bank of Newtown Savings/Incentive Plan ranks in the 83rd 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 401(k) plans are similar in size to First National Bank of Newtown Savings/Incentive Plan? ▼
Among 401(k) plans in other states, the closest by assets is Liaison International, LLC 401(k) Retirement Savings Plan in MA ($45M, 396 participants).
Which 401(k) plans cover a similar participant headcount to First National Bank of Newtown Savings/Incentive Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants, $105M 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 230916895.

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.