Defined Benefit (Pension) · DOL Form 5500 · 2024
Tioga State Bank Pension Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $182,924
- Avg per participant Above avg balance/head
Official DOL plan name: Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System · Sponsored by Tioga State Bank · New York · Finance & Insurance
$3M in assets, 18 participants
Tioga State Bank's Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System reported $3M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #1,990 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System holds $3M for 18 participants - about $182,924 per participant, in the lower half of filed plans by assets.
- #1,990
- in Finance & Insurance (8,549 peers)
- -3.9%
- assets change YoY
The plan reported a net loss of $134K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System's mid-pack asset rank among Finance & Insurance and all filers
Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,292,638 35th percentile higher than 35% 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
Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System reported net income fell from $339K in the plan year 2023 filing to -$134K in the plan year 2024 filing.
- Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System reported participants fell from 19 in the plan year 2023 filing to 18 in the plan year 2024 filing.
- Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 150620348 · Tioga State Bank PY 2024 · Defined Benefit (Pension)
Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System · $3M · 18 · 35th
- RANK $3M
- PHOTO 18
- IND 35th
- EOY Defined Benefit (Pension)
- 5500 near Moshe Benarroch D.M.D. Cash Balance Plan
- ASSETS ind #1990
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 →
Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$134K |
| Employer EIN | 150620348 |
| Plan Effective Date | 1951-06-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tioga State Bank)
Sponsor-wide plan assets over time
All Tioga State Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 6.608546263579676% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $3M |
| 2023 | 1 | 19 | $3M |
| 2024 | 1 | 18 | $3M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Tioga State Bank Pension Plan as a Member of the New York State Bankers Retirement System's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Moshe Benarroch D.M.D. Cash Balance Plan in CA ($3M); by covered participants it is Palco Retirement Plan in CA (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.
- Palco Retirement Plan (CA) 18 · 0 off
- Tooling Concepts, Inc. Cash Balance Plan (MI) 18 · 0 off
- Paulo Products Company Employees' Pension Plan (MO) 18 · 0 off
- Zwi Group LLC Pension Plan (NJ) 18 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.