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Sponsor portfolio

CITIZENS & NORTHERN CORPORATION

EIN 23-2451943-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$87.4M assets
Welfare
0
Participants
1,038
90-92 MAIN STREET - WELLSBORO, PA 16901570-724-3411
Plans on this EIN
2 filings
#002401k-$75.3M - 563 part#003ESOP-$12.1M - 475 part

Retirement portfolio analytics

2 plans aggregated / $87.4M assets / 1,038 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • & RETIREMENT PLAN (#002)86%
  • EMPLOYEE STOCK OWNERSHIP (#003)14%
Total $87.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & RETIREMENT PLAN (#002)563
  • EMPLOYEE STOCK OWNERSHIP (#003)475
Total 1,038Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CITIZENS & NORTHERN CORPORATION SAVINGS & RETIREMENT PLAN

401k

Assets$75.3M
Participants563
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CITIZENS & NORTHERN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$12.1M
Participants475
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CITIZENS & NORTHERN CORPORATION SAVINGS & RETIREMENT PLAN401k$75.3M5632024
003CITIZENS & NORTHERN CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$12.1M4752024
Retirement plans
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