401(k) · DOL Form 5500 · 2024

Evans Bank, N.a. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
296
Participants Below avg headcount
81st
Percentile by assets National rank
$129,380
Avg per participant Near avg balance/head
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Official DOL plan name: Evans Bank, N.a. Employees Savings Plan · Sponsored by Evans Bank, N.a. · New York · Finance & Insurance

$38M in assets, 296 participants

Evans Bank, N.a.'s Evans Bank, N.a. Employees Savings Plan reported $38M in total assets and 296 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,007 in Finance & Insurance (8,549 peers)

Coverage in New York

Evans Bank, N.a. Employees Savings Plan covers 296 participants in New York, about 37% of the average New York filer (state average ~798 per filing). Assets: $38M.

#6,007
in Finance & Insurance (8,549 peers)
+0.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Evans Bank, N.a. Employees Savings Plan's outsized position by total assets

Evans Bank, N.a. Employees Savings Plan vs every filed plan by assets

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

$38,296,556 Top 19% higher than 81% 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

Evans Bank, N.a. Employees Savings 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. Evans Bank, N.a. Employees Savings Plan sits mid-pack in the medium band (296 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Evans Bank, N.a. Employees Savings Plan reported net income fell from $6M in the plan year 2023 filing to $232K in the plan year 2024 filing.
  • Evans Bank, N.a. Employees Savings Plan reported participants fell from 374 in the plan year 2023 filing to 296 in the plan year 2024 filing.
  • Evans Bank, N.a. Employees Savings Plan end-of-year assets rose from $38M in the plan year 2023 filing to $38M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 160426523 · Evans Bank, N.a. PY 2024 · 401(k)

Evans Bank, N.a. Employees Savings Plan · $38M · 296 · 81st

  • PCT $38M
  • EIN 296
  • RANK 81st
  • PHOTO 401(k)
  • IND near Barentz North America, LLC 401(k) Retirement Plan
  • EOY ind #6007

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 →

Evans Bank, N.a. Employees Savings Plan in the asset neighbourhood

Evans Bank, N.a. Employees Savings PlanEvans Bank, N.a. Employees S…$38MBarentz North America, LLC 401(k) Retirement PlanBarentz North America, LLC 4…$38MHope Gas Retirement Savings PlanHope Gas Retirement Savings …$38MLemaitre Vascular, Inc. 401(k) PlanLemaitre Vascular, Inc. 401(…$38MCharlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing PlanCharlotte Gastroenterology &…$38M
End-of-year total assets ($M) among Evans Bank, N.a. Employees Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$38M
Net Income$232K
Employer EIN160426523
Plan Effective Date1990-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evans Bank, N.a.)

Sponsor-wide plan assets over time

All Evans Bank, N.a. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 5.471316726762724% vs 2022
2024 filing year
$35M$40M$45M 202220232024 $36.3M $38.3M ▲ +5.5%
Year Plans Participants Total Assets
2022 2 433 $36M
2023 2 420 $43M
2024 2 326 $38M

Nearby 401(k) Plans in New York

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

Evans Bank, N.a. Employees Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Evans Bank, N.a. Employees Savings Plan, Total assets ($B): 0.038296556 · Participants: 296Evans Bank, N.a. Employees Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Evans Bank, N.a. Employees Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Evans Bank, N.a. Employees Savings Plan side-by-side with 3 peers →

Evans Bank, N.a. Employees Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Barentz North America, LLC 401(k) Retirement Plan in OH ($38M); by covered participants it is Outdoor Network 401(k) Plan in FL (296 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (296 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 Evans Bank, N.a. Employees Savings Plan assets move in 2024? ▼
Evans Bank, N.a. Employees Savings Plan held essentially flat - up 0.6% during 2024, from $38M to $38M. Reported net income was $232K.
How have Evans Bank, N.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evans Bank, N.a.'s sponsor-wide assets grew 5.5%, from $36M to $38M.
Where does Evans Bank, N.a. Employees Savings Plan rank by assets among Form 5500 filers? ▼
Evans Bank, N.a. Employees Savings Plan ranks in the 81st 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 Evans Bank, N.a. Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Barentz North America, LLC 401(k) Retirement Plan in OH ($38M, 346 participants).
Which 401(k) plans cover a similar participant headcount to Evans Bank, N.a. Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Outdoor Network 401(k) Plan in FL (296 participants, $4M 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 160426523.

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.