Back to filter
Original filing (PDF)20251113085040NAL0000626627001
EVANS BANK, N.A.
Form 5500
FILING_RECEIVED
EVANS BANK, N.A. PENSION PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVANS BANK, N.A..
Plan sponsor
Name
EVANS BANK, N.A.
EIN
16-0426523
Address
6460 MAIN STREET · WILLIAMSVILLE, NY · 14221
Phone
(716) 926-2000
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-05-02
Filed
2025-11-13
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FREED MAXICK P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT, INC. | 36-4319587 | — | INVESTMENT ADVISOR | $9K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES | 34-1479833 | — | TRUSTEE | $18K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using SCHWAB RETIREMENT PLAN SERVICES
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
$11.6B · 11,679 participants
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
$8.9B · 32,145 participants
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
$7.7B · 42,968 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS
$6.5B · 18,579 participants
LATHAM & WATKINS LLP
LATHAM & WATKINS 401(K) SAVINGS AND PROFIT SHARING PLAN
$3.1B · 4,864 participants
Similar-size Commercial Banking plans
FRISKA, LLC
FRISKA, LLC 401(K) PLAN
$0
DEPOSIT ONLINE L.L.C
DEPOSIT ONLINE L.L.C 401(K) PLAN
$0 · 3 participants
1ST SECURITY BANK OF WASHINGTON
FS BANCORP, INC/ EMPLOYEE STOCK OWNERSHIP PLAN
$0
HARFORD BANK
HARFORD BANK HEALTH AND WELFARE BENEFIT PLAN
$0 · 71 participants
CAPTEX BANCSHARES, INC.
CAPTEX BANCSHARES, INC. 401(K) PLAN
$0
COMMUNITY STATE BANK
COMMUNITY STATE BANK 401(K) PLAN
$0
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B