401(k) · DOL Form 5500 · 2024
The Canandaigua National Bank and Trust Company 401(k) Plan
Data updated 2026-08-25
- $142M
- Total assets Near avg plan size
- 729
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $194,111
- Avg per participant Above avg balance/head
Official DOL plan name: The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan · Sponsored by The Canandaigua National Bank and Trust Company · New York · Finance & Insurance
$142M in assets, 729 participants
The Canandaigua National Bank and Trust Company's The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan reported $142M in total assets and 729 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,549 in Finance & Insurance (8,549 peers)
Where The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan sits by assets
The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan sits in the top 10% of all filed plans by assets, $142M for 729 participants (~$194,111/participant), up 7.3% in 2024.
- #7,549
- in Finance & Insurance (8,549 peers)
- +7.3%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan's outsized position by total assets
The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$141,506,613 Top 7% higher than 93% 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
The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) 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. The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan sits mid-pack in the medium band (729 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan reported net income fell from $17M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan end-of-year assets rose from $132M in the plan year 2023 filing to $142M in the plan year 2024 filing.
- The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan reported participants rose from 697 in the plan year 2023 filing to 729 in the plan year 2024 filing.
DOL schedule card
Filing strip 160373410 · The Canandaigua National Bank and Trust Company PY 2024 · 401(k)
The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan · $142M · 729 · 93rd
- EBSA $142M
- EBSA 729
- EBSA 93rd
- EBSA 401(k)
- EBSA near Harbor Group Inc. 401(k) Plan
- EBSA ind #7549
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 Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $132M |
|---|---|
| Net Assets (End of Year) | $142M |
| Net Income | $10M |
| Employer EIN | 160373410 |
| Plan Effective Date | 1949-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Canandaigua National Bank and Trust Company)
Sponsor-wide plan assets over time
All The Canandaigua National Bank and Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $150M 21.060174622486155% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,280 | $124M |
| 2023 | 2 | 1,375 | $141M |
| 2024 | 2 | 1,421 | $150M |
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
The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Harbor Group Inc. 401(k) Plan in IA ($142M); by covered participants it is Alerus Financial Corporation Safe Harbor 401(k) Plan in ND (729 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($142M here).
- Harbor Group Inc. 401(k) Plan (IA) $142M · 1,356
- Schulte Roth & Zabel LLP Thrift Plan (IL) $141M · 269
- H&m Hennes & Mauritz 401(k) Plan (NJ) $142M · 6,495
- Oshkosh Corporation Tax Deferred Investment Plan for Production Employees (WI) $141M · 1,357
Similar participant headcount
Nearest other-state filings by covered participants (729 participants); asset peers above are excluded.
- Alerus Financial Corporation Safe Harbor 401(k) Plan (ND) 729 · 0 off
- Truck Centers, Inc. 401(k) Plan (IL) 729 · 0 off
- Dako Resources LLC 401(k) Profit Sharing Plan & Trust (MI) 729 · 0 off
- Antylia Scientific 401(k) Retirement Plan (IL) 729 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.