Defined Benefit (Pension) · DOL Form 5500 · 2024
Peoples Security Bank & Trust Company Pension Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 38
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $487,671
- Avg per participant High balance/head
Official DOL plan name: Penn Security Bank and Trust Company Employees' Pension Plan · Sponsored by Peoples Security Bank & Trust Company · Pennsylvania · Finance & Insurance
$19M in assets, 38 participants
Peoples Security Bank & Trust Company's Penn Security Bank and Trust Company Employees' Pension Plan reported $19M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #4,547 in Finance & Insurance (8,549 peers)
Peoples Security Bank & Trust Company multi-year trail
Peoples Security Bank & Trust Company's plans moved +21.9% in assets from 2022 to 2024; this filing shows Penn Security Bank and Trust Company Employees' Pension Plan at $19M / 38 participants.
- #4,547
- in Finance & Insurance (8,549 peers)
- +5.2%
- assets growth YoY
Penn Security Bank and Trust Company Employees' Pension Plan's outsized position by total assets
Penn Security Bank and Trust Company Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,531,505 Top 31% higher than 69% 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
Penn Security Bank and Trust Company Employees' Pension Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penn Security Bank and Trust Company Employees' Pension Plan is a small filing (38 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Penn Security Bank and Trust Company Employees' Pension Plan reported net income fell from $2M in the plan year 2023 filing to $923K in the plan year 2024 filing.
- Penn Security Bank and Trust Company Employees' Pension Plan reported participants fell from 41 in the plan year 2023 filing to 38 in the plan year 2024 filing.
- Penn Security Bank and Trust Company Employees' Pension Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 240603570 · Peoples Security Bank & Trust Company PY 2024 · Defined Benefit (Pension)
Penn Security Bank and Trust Company Employees' Pension Plan · $19M · 38 · 69th
- EBSA $19M
- PART 38
- TYPE 69th
- NET Defined Benefit (Pension)
- BOOK near Winpak Portion Packaging, Inc - Pension Plan
- VS-ST ind #4547
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 →
Penn Security Bank and Trust Company Employees' Pension Plan in the asset neighbourhood
Peoples Security Bank & Trust Company multi-year asset trail
Sponsor-wide plan assets over time
All Peoples Security Bank & Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 21.91168738913884% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 765 | $63M |
| 2023 | 3 | 788 | $70M |
| 2024 | 3 | 789 | $77M |
Peoples Security Bank & Trust Company filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $923K |
| Employer EIN | 240603570 |
| Plan Effective Date | 1957-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $12.2B · 28,308
- Steelworkers Pension Trust $7.2B · 46,110
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
Penn Security Bank and Trust Company Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Winpak Portion Packaging, Inc - Pension Plan in IL ($19M); by covered participants it is H&n Group, Inc. Defined Benefit Pension Plan in CA (38 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Winpak Portion Packaging, Inc - Pension Plan (IL) $19M · 56
- American Water Heater Company Pension Plan for the Johnson City, Tennessee Manufacturing Bargaining Unit (WI) $19M · 632
- St Louis Community Credit Union Cash Balance Retirement Pension Plan (MO) $19M · 130
- Pension Plan for Birla Carbon USA (GA) $18M · 56
Similar participant headcount
Nearest other-state filings by covered participants (38 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.