Defined Benefit (Pension) · DOL Form 5500 · 2024

The First National Bank and Trust Company of Newtown Pension Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
107
Participants Small participant base
84th
Percentile by assets National rank
$471,003
Avg per participant High balance/head
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Official DOL plan name: The First National Bank and Trust Company of Newtown Pension Plan · Sponsored by The First National Bank and Trust Company of Newtown · Pennsylvania · Finance & Insurance

$50M in assets, 107 participants

The First National Bank and Trust Company of Newtown's The First National Bank and Trust Company of Newtown Pension Plan reported $50M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,460 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

The First National Bank and Trust Company of Newtown Pension Plan covers 107 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $50M.

#6,460
in Finance & Insurance (8,549 peers)
+6.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The First National Bank and Trust Company of Newtown Pension Plan's outsized position by total assets

The First National Bank and Trust Company of Newtown Pension Plan vs every filed plan by assets

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

$50,397,270 Top 16% higher than 84% 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

The First National Bank and Trust Company of Newtown Pension 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 First National Bank and Trust Company of Newtown Pension Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The First National Bank and Trust Company of Newtown Pension Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The First National Bank and Trust Company of Newtown Pension Plan end-of-year assets rose from $47M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • The First National Bank and Trust Company of Newtown Pension Plan reported participants fell from 109 in the plan year 2023 filing to 107 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 230916895 · The First National Bank and Trust Company of Newtown PY 2024 · Defined Benefit (Pension)

The First National Bank and Trust Company of Newtown Pension Plan · $50M · 107 · 84th

  • EBSA $50M
  • PART 107
  • TYPE 84th
  • NET Defined Benefit (Pension)
  • BOOK near Columbia Memorial Hospital Retirement Plan
  • VS-ST ind #6460

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 →

The First National Bank and Trust Company of Newtown Pension Plan in the asset neighbourhood

The First National Bank and Trust Company of Newtown Pension PlanThe First National Bank and …$50MColumbia Memorial Hospital Retirement PlanColumbia Memorial Hospital R…$50MLocal 734 Pension Fund$50MShutts & Bowen LLP Retirement Plan and TrustShutts & Bowen LLP Retiremen…$50MUnion Carbide Employees' Pension Plan (Personal Pension Account)Union Carbide Employees' Pen…$50M
End-of-year total assets ($M) among The First National Bank and Trust Company of Newtown Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$50M
Net Income$3M
Employer EIN230916895
Plan Effective Date1956-12-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All The First National Bank and 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 Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The First National Bank and Trust Company of Newtown Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants The First National Bank and Trust Company of Newtown Pension Plan, Total assets ($B): 0.05039727 · Participants: 107The First National Bank and Trust Company of Newtown Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
The First National Bank and Trust Company of Newtown Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare The First National Bank and Trust Company of Newtown Pension Plan side-by-side with 3 peers →

The First National Bank and Trust Company of Newtown Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Columbia Memorial Hospital Retirement Plan in OR ($50M); by covered participants it is Cement Masons Pension Fund of Local No. 165 in MI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 The First National Bank and Trust Company of Newtown Pension Plan assets move in 2024? ▼
The First National Bank and Trust Company of Newtown Pension Plan grew at a solid clip - up 6.5% during 2024, from $47M to $50M. Reported net income was $3M.
How have The First National Bank and Trust Company of Newtown plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The First National Bank and Trust Company of Newtown's sponsor-wide assets grew 30.2%, from $73M to $96M.
Where does The First National Bank and Trust Company of Newtown Pension Plan rank by assets among Form 5500 filers? ▼
The First National Bank and Trust Company of Newtown Pension Plan ranks in the 84th 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 Defined Benefit (Pension) plans are similar in size to The First National Bank and Trust Company of Newtown Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Columbia Memorial Hospital Retirement Plan in OR ($50M, 37 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The First National Bank and Trust Company of Newtown Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cement Masons Pension Fund of Local No. 165 in MI (107 participants, $47M 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.