401(k) · DOL Form 5500 · 2022

Bank of the James Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
161
Participants Small participant base
68th
Percentile by assets National rank
$73,141
Avg per participant Below avg balance/head
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Official DOL plan name: Bank of the James Financial Group 401(k) Plan · Sponsored by Bank of the James Financial Group, Inc. · Virginia · Finance & Insurance

$12M in assets, 161 participants

Bank of the James Financial Group, Inc.'s Bank of the James Financial Group 401(k) Plan reported $12M in total assets and 161 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.

  • #4,798 in Finance & Insurance (9,261 peers)

Coverage in Virginia

Bank of the James Financial Group 401(k) Plan covers 161 participants in Virginia, about 21% of the average Virginia filer (state average ~782 per filing). Assets: $12M.

#4,798
in Finance & Insurance (9,261 peers)
-10.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bank of the James Financial Group 401(k) Plan's outsized position by total assets

Bank of the James Financial Group 401(k) Plan vs every filed plan by assets

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

$11,775,695 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

Bank of the James Financial Group 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. Bank of the James Financial Group 401(k) Plan sits mid-pack in the medium band (161 participants).

Plan-year Form 5500 strip

Filing strip 200500300 · Bank of the James Financial Group, Inc. PY 2022 · 401(k)

Bank of the James Financial Group 401(k) Plan · $12M · 161 · 68th

  • VS-ST $12M
  • VS-ST 161
  • VS-ST 68th
  • VS-ST 401(k)
  • VS-ST near Marwood Group & Co. USA LLC 401(k) Plan
  • VS-ST ind #4798

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 →

Bank of the James Financial Group 401(k) Plan in the asset neighbourhood

Bank of the James Financial Group 401(k) PlanBank of the James Financial …$12MMarwood Group & Co. USA LLC 401(k) PlanMarwood Group & Co. USA LLC …$12MAqua-Chem, Inc. Retirement & Savings PlanAqua-Chem, Inc. Retirement &…$12MCortese Dodge Inc. 401(k) Profit Sharing Plan and TrustCortese Dodge Inc. 401(k) Pr…$12MIowa Legal Aid 401(k) Profit Sharing PlanIowa Legal Aid 401(k) Profit…$12M
End-of-year total assets ($M) among Bank of the James Financial Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN200500300
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank of the James Financial Group, Inc.)

Sponsor-wide plan assets over time

All Bank of the James Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 42.52858960766222% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.8M $16.8M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 161 $12M
2023 1 165 $14M
2024 1 159 $17M

Nearby 401(k) Plans in Virginia

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

Bank of the James Financial Group 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Bank of the James Financial Group 401(k) Plan, Total assets ($B): 0.011775695 · Participants: 161Bank of the James Financial Group 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
Bank of the James Financial Group 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Bank of the James Financial Group 401(k) Plan side-by-side with 3 peers →

Bank of the James Financial Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Marwood Group & Co. USA LLC 401(k) Plan in NY ($12M); by covered participants it is Bartley Healthcare, Inc. 401(k) Plan in NJ (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Bank of the James Financial Group 401(k) Plan assets move in 2022? ▼
Bank of the James Financial Group 401(k) Plan pulled back noticeably - down 10.2% during 2022, from $13M to $12M. Reported net income was -$1M.
How have Bank of the James Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of the James Financial Group, Inc.'s sponsor-wide assets grew 42.5%, from $12M to $17M.
Which 401(k) plans are similar in size to Bank of the James Financial Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marwood Group & Co. USA LLC 401(k) Plan in NY ($12M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Bank of the James Financial Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bartley Healthcare, Inc. 401(k) Plan in NJ (161 participants, N/A 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 200500300.

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.