401(k) · DOL Form 5500 · 2022

John Marshall Bank 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
133
Participants Small participant base
68th
Percentile by assets National rank
$87,441
Avg per participant Below avg balance/head
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Official DOL plan name: John Marshall Bank 401(k) Plan · Sponsored by John Marshall Bank · Virginia · Finance & Insurance

$12M in assets, 133 participants

John Marshall Bank's John Marshall Bank 401(k) Plan reported $12M in total assets and 133 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,775 in Finance & Insurance (9,261 peers)

Coverage in Virginia

John Marshall Bank 401(k) Plan covers 133 participants in Virginia, about 17% of the average Virginia filer (state average ~782 per filing). Assets: $12M.

#4,775
in Finance & Insurance (9,261 peers)
-17.8%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

John Marshall Bank 401(k) Plan's outsized position by total assets

John Marshall Bank 401(k) Plan vs every filed plan by assets

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

$11,629,626 Top 32% higher than 68% 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

John Marshall Bank 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John Marshall Bank 401(k) Plan sits mid-pack in the medium band (133 participants).

DOL schedule card

Filing strip 743125891 · John Marshall Bank PY 2022 · 401(k)

John Marshall Bank 401(k) Plan · $12M · 133 · 68th

  • TYPE $12M
  • TYPE 133
  • TYPE 68th
  • TYPE 401(k)
  • TYPE near Fresh Consulting 401(k) Plan
  • TYPE ind #4775

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 Finance & Insurance retirement plans → · Plans in Virginia →

John Marshall Bank 401(k) Plan in the asset neighbourhood

John Marshall Bank 401(k) PlanJohn Marshall Bank 401(k) Pl…$12MFresh Consulting 401(k) Plan$12MMobile Management, LLC 401(k) Plan & TrustMobile Management, LLC 401(k…$12MEarl Owen Company, Inc. 401(k) Profit Sharing PlanEarl Owen Company, Inc. 401(…$12MCascadia Healthcare 401(k) PlanCascadia Healthcare 401(k) P…$12M
End-of-year total assets ($M) among John Marshall Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$3M
Employer EIN743125891
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (John Marshall Bank)

Sponsor-wide plan assets over time

All John Marshall Bank plans reported in each filing year

Latest sponsor-wide plan assets
$15M 26.10566324316878% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.6M $14.7M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 133 $12M
2023 1 129 $13M
2024 1 133 $15M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

John Marshall Bank 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants John Marshall Bank 401(k) Plan, Total assets ($B): 0.011629626 · Participants: 133John Marshall Bank 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
John Marshall Bank 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

John Marshall Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Fresh Consulting 401(k) Plan in WA ($12M); by covered participants it is Ari Retirement Plan in IL (133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (133 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 John Marshall Bank 401(k) Plan assets move in 2022?
John Marshall Bank 401(k) Plan declined sharply - down 17.8% during 2022, from $14M to $12M. Reported net income was -$3M.
How have John Marshall Bank plan assets changed over time?
Across 3 plan years on file (2022-2024), John Marshall Bank's sponsor-wide assets grew 26.1%, from $12M to $15M.
Which 401(k) plans are similar in size to John Marshall Bank 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Fresh Consulting 401(k) Plan in WA ($12M, 303 participants).
Which 401(k) plans cover a similar participant headcount to John Marshall Bank 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Ari Retirement Plan in IL (133 participants, $990K in assets).