Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Generations Bank
EIN 15-0443420Finance and InsuranceLatest filing 2025
Plans
4
Retirement
4
$33.8M assets
Health & Benefits
0
Participants
197
20 EAST BAYARD STREET - SENECA FALLS, NY 13148315-568-5855
Retirement portfolio analytics
4 plans aggregated / $33.8M assets / 197 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
GENERATIONS BANK RETIREMENT PLAN
Traditional DB
Assets$21.8M
Participants55
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
THE RETIREMENT PLAN OF MEDINA SAVINGS & LOAN ASSOCIATION
Traditional DB
Assets$6.2M
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
GENERATIONS BANK 401(K) PLAN
401(k)
Assets$3.7M
Participants54
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
GENERATIONS BANK EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.1M
Participants74
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GENERATIONS BANK RETIREMENT PLAN | Traditional DB | $21.8M | 55 | 2025 |
| #005 | THE RETIREMENT PLAN OF MEDINA SAVINGS & LOAN ASSOCIATION | Traditional DB | $6.2M | 14 | 2025 |
| #004 | GENERATIONS BANK 401(K) PLAN | 401(k) | $3.7M | 54 | 2025 |
| #003 | GENERATIONS BANK EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.1M | 74 | 2025 |
- #001 · Traditional DB · 202555
- #005 · Traditional DB · 202514
- #004 · 401(k) · 202554
- #003 · ESOP · 202574
Retirement plans