Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
GENERATIONS BANK
EIN 15-0443420Finance and InsuranceLatest filing 2025
Plans
4
Retirement
4
$33.8M assets
Welfare
0
Participants
197
20 EAST BAYARD STREET - SENECA FALLS, NY 131481401315-568-5855
Retirement portfolio analytics
4 plans aggregated / $33.8M assets / 197 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GENERATIONS BANK RETIREMENT PLAN
TraditionalDB
Assets$21.8M
Participants55
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#005
THE RETIREMENT PLAN OF MEDINA SAVINGS & LOAN ASSOCIATION
TraditionalDB
Assets$6.2M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004
GENERATIONS BANK 401(K) PLAN
401k
Assets$3.7M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
GENERATIONS BANK EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.1M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GENERATIONS BANK RETIREMENT PLAN | TraditionalDB | $21.8M | 55 | 2025 | |
| 005 | THE RETIREMENT PLAN OF MEDINA SAVINGS & LOAN ASSOCIATION | TraditionalDB | $6.2M | 14 | 2025 | |
| 004 | GENERATIONS BANK 401(K) PLAN | 401k | $3.7M | 54 | 2025 | |
| 003 | GENERATIONS BANK EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.1M | 74 | 2025 |
Retirement plans