ESOP · DOL Form 5500 · 2022

Tcv Trust & Wealth Management ESOP

Data updated 2026-08-11

$17M
Total assets
37
Participants
75th
Percentile by assets
$457,020
Avg per participant
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Official DOL plan name: The Trust Company of Virginia Employee Stock Ownership Plan · Sponsored by Tcv Trust & Wealth Management · Virginia · Finance & Insurance

$17M in assets, 37 participants

Tcv Trust & Wealth Management's The Trust Company of Virginia Employee Stock Ownership Plan reported $17M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 75th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 75th percentile by assets (of 139,126 plans)
  • #5,578 in Finance & Insurance (9,261 peers)

Where The Trust Company of Virginia Employee Stock Ownership Plan sits by assets

The Trust Company of Virginia Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $17M for 37 participants (~$457,020/participant), down 0.6% in 2022.

$17M
total plan assets (2022 EOY)
37
covered participants
75th
percentile by assets (of 139,126 plans)
$457,020
avg assets per participant

Where The Trust Company of Virginia Employee Stock Ownership Plan sits by total assets

The Trust Company of Virginia Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$16,909,724 Top 25% higher than 75% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
Virginia
Industry
Finance & Insurance

The Trust Company of Virginia Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, The Trust Company of Virginia Employee Stock Ownership Plan outranks 75% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income$221K
Employer EIN541685397
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tcv Trust & Wealth Management)

$16M$17M$18M$19M$20M 202220232024 $16.9M $19M ▲ +12.5%
Total plan assets by year, all Tcv Trust & Wealth Management plans on file
Year Plans Participants Total Assets
2022 1 37 $17M
2023 1 37 $18M
2024 1 35 $19M

Nearby ESOP Plans in Virginia

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Trust Company of Virginia Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants The Trust Company of…, Total assets ($M): 16.909724 · Participants: 37The Trust Company of…Nvr, Inc. Employee S…, Total assets ($M): 862.945849 · Participants: 6910Nvr, Inc. Employee S…The Resorts Companie…, Total assets ($M): 301.066368 · Participants: 1695The Resorts Companie…American Systems Cor…, Total assets ($M): 291.782297 · Participants: 1828American Systems Cor…New River Electrical…, Total assets ($M): 287.62409 · Participants: 424New River Electrical…Davis H. Elliot Comp…, Total assets ($M): 237.22873 · Participants: 1882Davis H. Elliot Comp…
The Trust Company of Virginia Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare The Trust Company of Virginia Employee S… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to The Trust Company of Virginia Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did The Trust Company of Virginia Employee Stock Ownership Plan assets move in 2022? ▼
The Trust Company of Virginia Employee Stock Ownership Plan held essentially flat - down 0.6% during 2022, from $17M to $17M. Reported net income was $221K.
How have Tcv Trust & Wealth Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tcv Trust & Wealth Management's sponsor-wide assets grew 12.5%, from $17M to $19M.
Where does The Trust Company of Virginia Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Trust Company of Virginia Employee Stock Ownership Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to The Trust Company of Virginia Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Landmark Worldwide Employee Stock Ownership Plan in CA ($17M, 213 participants).

Next read for The Trust Company of Virginia Employee S…

Scale reading

Ways to act on The Trust Company of Virginia Employee Stock Ownership Plan's numbers.

  • By total assets, The Trust Company of Virginia Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Virginia. Compare plans
  • Tcv Trust & Wealth Management's sponsor-wide assets have grown 12.5% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541685397.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.