ESOP · DOL Form 5500 · 2022

Tcv Trust & Wealth Management ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
37
Participants Small participant base
75th
Percentile by assets National rank
$457,020
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#5,578
in Finance & Insurance (9,261 peers)
-0.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The Trust Company of Virginia Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

The Trust Company of Virginia Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Trust Company of Virginia Employee Stock Ownership Plan is a small filing (37 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 541685397 · Tcv Trust & Wealth Management PY 2022 · ESOP

The Trust Company of Virginia Employee Stock Ownership Plan · $17M · 37 · 75th

  • SCH $17M
  • SCH 37
  • SCH 75th
  • SCH ESOP
  • SCH near Landmark Worldwide Employee Stock Ownership Plan
  • SCH ind #5578

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Virginia →

The Trust Company of Virginia Employee Stock Ownership Plan in the asset neighbourhood

Harper International Corporation Employee Stock Ownership PlanHarper International Corpora…$17MSpeer Industries Employee Stock Ownership PlanSpeer Industries Employee St…$17MRobert N. Ewing, General Contractor, Inc. Employee Stock Ownership PlanRobert N. Ewing, General Con…$17MThe Trust Company of Virginia Employee Stock Ownership PlanThe Trust Company of Virgini…$17MLandmark Worldwide Employee Stock Ownership PlanLandmark Worldwide Employee …$17M
End-of-year total assets ($M) among The Trust Company of Virginia Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Tcv Trust & Wealth Management plans reported in each filing year

Latest sponsor-wide plan assets
$19M 12.484881480028887% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $16.9M $19M ▲ +12.5%
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 ($M) Participants The Trust Company of Virginia Employee Stock Ownership Plan, Total assets ($M): 16.909724 · Participants: 37The Trust Company of Virginia Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($M): 862.945849 · Participants: 6910Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 301.066368 · Participants: 1695The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($M): 291.782297 · Participants: 1828American Systems Corporation Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($M): 287.62409 · Participants: 424New River Electrical Corporation Employee Stock Ownership PlanDavis H. Elliot Company, Incorporated Employee Stock Ownership Plan, Total assets ($M): 237.22873 · Participants: 1882Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan
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 Stock Ownership Plan side-by-side with 3 peers →

The Trust Company of Virginia Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Landmark Worldwide Employee Stock Ownership Plan in CA ($17M); by covered participants it is Sdg Architects, Inc. ESOP in CA (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which ESOP plans cover a similar participant headcount to The Trust Company of Virginia Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sdg Architects, Inc. ESOP in CA (37 participants, $2M in assets).

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.