Filings through .
Peoples Bank
Matched across 6 name variants in the filings
Peoples Bank summary
Peoples Bank appears on 17 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $327M in assets for 7,824 participants. The median client plan holds $13.0M. Most client plans are sponsored in OH, WV and PA. The largest clients by plan assets are Marietta Memorial Hospital, Osco Industries, Inc. and United Assn of Plumbers and Steamfitters 521 Pension FD. Plans reported $1.0M in direct and indirect compensation paid to Peoples Bank. The median is $46K per plan.
- Participants
- 7,824
- Median plan assets
- $13.0M
- Median plan participants
- 441
- Median fees per plan
- $46K
- Schedule C direct + indirect
Top 17 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Marietta Memorial Hospital | OH | $54.3M | 683 |
| Osco Industries, Inc. | OH | $50.2M | 441 |
| United Assn of Plumbers and Steamfitters 521 Pension FD | WV | $36.7M | 533 |
| Hope Haven, Inc. | IA | $30.7M | 717 |
| Muskingum Valley Health Center | OH | $27.1M | 759 |
| I.B.E.W. Local 81 Defined Benefit Pension Plan Joint Board of Trustees | PA | $22.6M | 564 |
| Peoples Security Bank & Trust Company | PA | $19.9M | 216 |
| Woodcraft, LLC | WV | $14.5M | 284 |
| Magnum Magnetics Corporation | OH | $13.0M | 226 |
| Plumbers & Pipefitters Local 625 | WV | $13.0M | 1,089 |
| Plumbers and Steamfitters Local 521 Annuity Fund | WV | $12.9M | 418 |
| Selecttech Services Corporation | OH | $8.9M | 210 |
| Wincore Window Co., LLC | WV | $7.0M | 585 |
| Scioto Paint Valley Mental Health Center, Inc | OH | $6.2M | 217 |
| Velvet Ice Cream Company, Inc. | OH | $3.9M | 157 |
| N & E Learning, LLC, plan 001 | OH | $3.7M | 508 |
| N & E Learning, LLC, plan 002 | OH | $2.5M | 217 |
- OHParticipants 683
- Osco Industries, Inc.$50.2MOHParticipants 441
- WVParticipants 533
- Hope Haven, Inc.$30.7MIAParticipants 717
- OHParticipants 759
- PAParticipants 564
- PAParticipants 216
- Woodcraft, LLC$14.5MWVParticipants 284
- OHParticipants 226
- WVParticipants 1,089
- WVParticipants 418
- OHParticipants 210
- WVParticipants 585
- OHParticipants 217
- OHParticipants 157
- OHParticipants 508
- OHParticipants 217
Top client states
- OH9 plans
- WV5 plans
- PA2 plans
- IA1 plan
Frequently asked questions
- Who uses Peoples Bank?
- 17 retirement plans list Peoples Bank as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Marietta Memorial Hospital, Osco Industries, Inc., United Assn of Plumbers and Steamfitters 521 Pension FD, Hope Haven, Inc. and Muskingum Valley Health Center. Most client plans are sponsored in OH, WV and PA.
- How many plans does Peoples Bank serve?
- Peoples Bank serves 17 retirement plans with $327M in plan assets and 7,824 participants, based on the latest Form 5500 filings through 2024.
- What does Peoples Bank charge?
- Plans reported $1.0M in total Schedule C compensation paid to Peoples Bank. The median plan paid $46K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Peoples Bank as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Fidelity (FMR) | 2 |
| Vanguard | 2 |
| JPMorgan | 1 |
| Dimensional | 1 |
Target-date series
| Series | Plans |
|---|---|
| Fidelity Freedom Index | 1 |
| Vanguard Target Retirement | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.