Defined Benefit (Pension) · DOL Form 5500 · 2024
Orange Bank and Trust Company Pension Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 43
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $797,332
- Avg per participant High balance/head
Official DOL plan name: Orange Bank & Trust Company Pension Plan as a Member of the New York State Bankers Retirement System · Sponsored by Orange Bank and Trust Company · New York · Finance & Insurance
$34M in assets, 43 participants
Orange Bank and Trust Company's Orange Bank & Trust Company Pension Plan as a Member of the New York State Bankers Retirement System reported $34M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #5,782 in Finance & Insurance (8,549 peers)
Where Orange Bank & Trust Company Pension Plan as a Member of the New York State Bankers Retirement System sits by assets
Orange Bank & Trust Company Pension Plan as a Member of the New York State Bankers Retirement System sits in the top quartile of all filed plans by assets, $34M for 43 participants (~$797,332/participant), down 1.4% in 2024.
- #5,782
- in Finance & Insurance (8,549 peers)
- -1.4%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $476K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Orange Bank & Trust Company Pension Plan as a Member of the New York State Bankers Retirement System's outsized position by total assets
Orange Bank & Trust Company 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
$34,285,268 Top 21% higher than 79% 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
Orange Bank & Trust Company 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. Orange Bank & Trust Company Pension Plan as a Member of the New York State Bankers Retirement System is a small filing (43 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Orange Bank & Trust Company Pension Plan as a Member of the New York State Bankers Retirement System reported net income fell from $5M in the plan year 2023 filing to -$476K in the plan year 2024 filing.
- Orange Bank & Trust Company Pension Plan as a Member of the New York State Bankers Retirement System reported participants fell from 46 in the plan year 2023 filing to 43 in the plan year 2024 filing.
- Orange Bank & Trust Company Pension Plan as a Member of the New York State Bankers Retirement System end-of-year assets fell from $35M in the plan year 2023 filing to $34M in the plan year 2024 filing.
DOL schedule card
Filing strip 140945678 · Orange Bank and Trust Company PY 2024 · Defined Benefit (Pension)
Orange Bank & Trust Company Pension Plan as a Member of the New York State Bankers Retirement System · $34M · 43 · 79th
- RANK $34M
- PHOTO 43
- IND 79th
- EOY Defined Benefit (Pension)
- 5500 near Iron Workers Local 498 Defined Benefit Plan
- ASSETS ind #5782
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 →
Orange Bank & Trust Company Pension Plan as a Member of the New York State Bankers Retirement System in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | -$476K |
| Employer EIN | 140945678 |
| Plan Effective Date | 1939-01-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orange Bank and Trust Company)
Sponsor-wide plan assets over time
All Orange Bank and Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 13.975270102823274% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 50 | $30M |
| 2023 | 1 | 46 | $35M |
| 2024 | 1 | 43 | $34M |
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
Orange Bank & Trust Company 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 Iron Workers Local 498 Defined Benefit Plan in IL ($34M); by covered participants it is Neuroscience Associates Cash Balance Plan in ID (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Iron Workers Local 498 Defined Benefit Plan (IL) $34M · 173
- Allied Workers Local 48 Pension Plan (TN) $34M · 388
- Austin Telco Fcu Retirement Plan (TX) $34M · 198
- Food Pantry, Ltd. Pension Plan (HI) $34M · 155
Similar participant headcount
Nearest other-state filings by covered participants (43 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.