Plan directory · NY

Orange Bank And Trust Company — 401(k) plan profile

Middletown, NY · From the plan's most recent public Form 5500 filing (EIN 140945678).

$34.3M
Total plan assets
142
Participants
$241K
Avg. balance / participant

Plan details

Plan nameOrange Bank & Trust Company Pension Plan As A Member Of The New York State Bankers Retirement System
Plan sponsorOrange Bank And Trust Company
LocationMiddletown, NY
Plan typedb
Recordkeeper (detected)Subscribers only
Advisor firm (detected)Subscribers only
TPA / administrator (detected)Subscribers only

Service providers named in the filing

This filing names 5 service providers. Provider names, the detected recordkeeper, advisor firm and TPA, this plan's Report Card, and where it ranks on switch likelihood are part of the subscription — $90/month after a 7-day trial, or $900/year. Published pricing, no demo required.

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Is this plan likely to switch providers this year?

The filing above tells you where this plan stood last year. The Change Predictor ranks every plan in the public Form 5500 corpus by the odds of a winnable provider change — trustee, custodian, recordkeeper or administrator — back-tested against the next year's filings — and watches live signals week by week. See where this plan ranks in your territory.

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Frequently asked questions

How large is the Orange Bank And Trust Company retirement plan?

Per its most recent public Form 5500 filing, the plan reports $34.3M in total assets across 142 participants. That is an average balance of roughly $241K per participant.

Who are the service providers on the Orange Bank And Trust Company plan?

The public filing names 5 service providers for this plan. Provider names, the detected recordkeeper, advisor firm and TPA, and where this plan ranks on switch likelihood are available to FiduciarySignal subscribers — $90 per month after a 7-day trial, or $900 per year.

Where does this data come from?

All facts on this page come from the plan's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Filings are published on a lag, so figures reflect the most recent filing year, not necessarily today.

Source: public U.S. Department of Labor EFAST2 Form 5500 filings. Provider detections are derived from filing text and may not reflect current relationships. Figures reflect the most recent filing year available, not necessarily today. FiduciarySignal is not affiliated with the DOL or any provider named above.