Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MOUNT VERNON BANK
EIN 58-0361070Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$3.8M assets
Welfare
1
Participants
111
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 102 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#002
MOUNT VERNON BANK EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$3.1M
Participants63
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MOUNT VERNON BANK 401(K) PLAN
401k
Assets$625K
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
MOUNT VERNON BANK
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MOUNT VERNON BANK EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.1M | 63 | 2024 | |
| 001 | MOUNT VERNON BANK 401(K) PLAN | 401k | $625K | 39 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MOUNT VERNON BANK | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans