Original filing (PDF)20250710132017NAL0009204080001

PARK NATIONAL CORPORATION

Name: PARK NATIONAL CORPORATION — PARK NATIONAL CORPORATION DEFINED BENEFIT PENSION PLAN, Form 5500 (2023)
Creator: PARK NATIONAL CORPORATION

Form 5500

FILING_RECEIVED

PARK NATIONAL CORPORATION DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Signals · 2

48% employer stockNo recordkeeper disclosed

Active participants

1,409

Accounts w/ balance

—

Plan assets (EOY)

$231.5M

Net assets (EOY)

$231.5M

How this plan invests

This plan

113 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

100

Helping the score

Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PARK NATIONAL CORPORATION.

Plan sponsor

Name

PARK NATIONAL CORPORATION

EIN

31-1179518all filings

Address

51 NORTH THIRD STREET · NEWARK, OH · 43055

Phone

(740) 455-7241

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-10

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

CROWE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
AON CONSULTING	22-2232264	—	NONE	$224K	—

Investments

113 direct securities· $226.4M(98% of reported assets)

Common Stocks

$111.4M

51 holdings

Other securities

$55.2M

46 holdings

Common Collective Trusts

$33.9M

3 holdings

U.S. Treasuries

$12.5M

9 holdings

Bonds / Notes

$10.2M

1 holding

Mutual Funds

$3.2M

3 holdings

					% of plan
Park National Corporation 115,800 shares	Common Stocks	—	$7.0M	$19.5M	8.4%
Vanguard Developed Markets Index Fund Admiral Shares 1,119,030 shares	Common Collective Trusts	—	$15.8M	$19.0M	8.2%
Vanguard Institutional Extended Market Index Fund 77,705 shares	Common Collective Trusts	—	$4.5M	$10.7M	4.6%
Northern Trust Institutional Govt Select Port Interest rate of 4.80%	Bonds / Notes	—	—	$10.2M	4.4%
First Trust SMID Cap Rising Dividend Achievers ETF 186,300 shares	Other securities	—	$6.2M	$6.8M	2.9%
Vanguard Emerging Markets Stock Index Fund Admiral Shares 106,178 shares	Common Collective Trusts	—	$3.7M	$4.2M	1.8%
Take-Two Interactive Software Inc 26,600 shares	Common Stocks	—	$3.7M	$4.1M	1.8%
Alphabet Inc Class A 24,200 shares	Common Stocks	—	$1.4M	$4.0M	1.7%
Berkshire Hathaway Inc Class A 5 shares	Common Stocks	—	$124K	$3.5M	1.5%
Accenture PLC Shares Class A 9,500 shares	Common Stocks	—	$2.6M	$3.4M	1.5%
NVIDIA Corporation 27,400 shares	Common Stocks	—	$344K	$3.3M	1.4%
due 05/15/2027	Other securities	—	$3.6M	$3.3M	1.4%
Salesforce Inc 11,900 shares	Common Stocks	—	$3.0M	$3.3M	1.4%
due 05/15/2054	Other securities	—	$3.2M	$3.2M	1.4%
Analog Devices Inc 14,100 shares	Common Stocks	—	$2.9M	$3.2M	1.4%
Cisco Systems Inc 60,900 shares	Common Stocks	—	$1.6M	$3.2M	1.4%
Apple Inc 13,800 shares	Common Stocks	—	$242K	$3.2M	1.4%
Palo Alto Networks Inc 9,400 shares	Common Stocks	—	$2.8M	$3.2M	1.4%
Arista Networks Inc 8,300 shares	Common Stocks	—	$2.4M	$3.2M	1.4%
Cadence Design Systems,Inc 11,500 shares	Common Stocks	—	$3.3M	$3.1M	1.3%
due 07/14/2026	Other securities	—	$3.3M	$3.1M	1.3%
Microsoft Corporation 7,200 shares	Common Stocks	—	$129K	$3.1M	1.3%
due 08/15/2054	Other securities	—	$3.0M	$3.1M	1.3%
due 02/15/2054	Other securities	—	$3.0M	$3.1M	1.3%
due 08/15/2053	Other securities	—	$3.0M	$3.0M	1.3%
Lockheed Martin Corporation 4,500 shares	Common Stocks	—	$2.0M	$2.6M	1.1%
Deere & Company 6,300 shares	Common Stocks	—	$2.3M	$2.6M	1.1%
Waste Management, Inc 12,500 shares	Common Stocks	—	$2.2M	$2.6M	1.1%
First Trust Preferred Securities & Income ETF 125,000 shares	Other securities	—	$2.6M	$2.3M	1.0%
US Treasury Bond Strip coupon due 02/15/2054	U.S. Treasuries	—	$2.0M	$2.1M	0.9%
US Treasury Bond Strip coupon due 08/15/2053	U.S. Treasuries	—	$2.0M	$2.1M	0.9%
US Treasury Bond Strip coupon due 05/15/2054	U.S. Treasuries	—	$2.0M	$2.0M	0.9%
due 06/30/2025	Other securities	—	$2.0M	$1.9M	0.8%
McDonald's Corporation 6,300 shares	Common Stocks	—	$8K	$1.9M	0.8%
due 02/15/2026	Other securities	—	$2.0M	$1.9M	0.8%
Chipotle Mexican Grill Inc 32,900 shares	Common Stocks	—	$1.2M	$1.9M	0.8%
due 09/17/2026	Other securities	—	$2.0M	$1.9M	0.8%
TJX Companies, Inc 15,900 shares	Common Stocks	—	$1.4M	$1.9M	0.8%
DR Horton Inc 9,700 shares	Common Stocks	—	$1.4M	$1.9M	0.8%
Amazon.com Inc 9,900 shares	Common Stocks	—	$1.4M	$1.8M	0.8%
BlackRock Inc 1,800 shares	Common Stocks	—	$863K	$1.7M	0.7%
JP Morgan Chase & Company 8,000 shares	Common Stocks	—	$197K	$1.7M	0.7%
Intercontinental Exchange Inc 10,500 shares	Common Stocks	—	$988K	$1.7M	0.7%
due 10/15/2026	Other securities	—	$1.6M	$1.7M	0.7%
Schwab (Charles) Corporation 25,600 shares	Mutual Funds	—	$1.9M	$1.7M	0.7%
S&P Global Inc 3,200 shares	Common Stocks	—	$1.4M	$1.7M	0.7%
Visa Inc Class A 5,900 shares	Common Stocks	—	$1.3M	$1.6M	0.7%
due 10/26/2026	Other securities	—	$1.5M	$1.4M	0.6%
due 10/27/2026	Other securities	—	$1.5M	$1.4M	0.6%
Monster Beverage Corporation 26,800 shares	Common Stocks	—	$1.3M	$1.4M	0.6%