Defined Benefit (Pension) · DOL Form 5500 · 2022

Bank of Botetourt Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
110
Participants Small participant base
50th
Percentile by assets National rank
$43,778
Avg per participant Low balance/head
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Official DOL plan name: Sba Cash Balance Pension Plan for Bank of Botetourt · Sponsored by Bank of Botetourt · Virginia · Finance & Insurance

$5M in assets, 110 participants

Bank of Botetourt's Sba Cash Balance Pension Plan for Bank of Botetourt reported $5M in total assets and 110 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,206 in Finance & Insurance (9,261 peers)

Coverage in Virginia

Sba Cash Balance Pension Plan for Bank of Botetourt covers 110 participants in Virginia, about 14% of the average Virginia filer (state average ~782 per filing). Assets: $5M.

#3,206
in Finance & Insurance (9,261 peers)
-23.4%
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.

Sba Cash Balance Pension Plan for Bank of Botetourt's mid-pack asset rank among Finance & Insurance and all filers

Sba Cash Balance Pension Plan for Bank of Botetourt vs every filed plan by assets

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

$4,815,613 Top 50% higher than 50% 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

Sba Cash Balance Pension Plan for Bank of Botetourt 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. Sba Cash Balance Pension Plan for Bank of Botetourt sits mid-pack in the medium band (110 participants).

DOL schedule card

Filing strip 540132390 · Bank of Botetourt PY 2022 · Defined Benefit (Pension)

Sba Cash Balance Pension Plan for Bank of Botetourt · $5M · 110 · 50th

  • IND $5M
  • EOY 110
  • 5500 50th
  • ASSETS Defined Benefit (Pension)
  • PCT near The Retirement Plan of Merchants & Farmers Bank & Trust Company
  • EIN ind #3206

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 →

Sba Cash Balance Pension Plan for Bank of Botetourt in the asset neighbourhood

Sba Cash Balance Pension Plan for Bank of BotetourtSba Cash Balance Pension Pla…$5MThe Retirement Plan of Merchants & Farmers Bank & Trust CompanyThe Retirement Plan of Merch…$5MJiangkai Chen Dds Defined Benefit PlanJiangkai Chen Dds Defined Be…$5MSan Diego County Teamsters Pension PlanSan Diego County Teamsters P…$5MAlan D. Wallace Pension Plan$5M
End-of-year total assets ($M) among Sba Cash Balance Pension Plan for Bank of Botetourt and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN540132390
Plan Effective Date1965-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank of Botetourt)

Sponsor-wide plan assets over time

All Bank of Botetourt plans reported in each filing year

Latest sponsor-wide plan assets
$16M 19.743167788115173% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.7M $16.4M ▲ +19.7%
Year Plans Participants Total Assets
2022 2 239 $14M
2023 2 231 $15M
2024 2 255 $16M

Nearby Defined Benefit (Pension) Plans in Virginia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sba Cash Balance Pension Plan for Bank of Botetourt vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Sba Cash Balance Pension Plan for Bank of Botetourt, Total assets ($B): 0.004815613 · Participants: 110Sba Cash Balance Pension Plan for Bank of BotetourtNorthrop Grumman Pension Plan, Total assets ($B): 18.331391337 · Participants: 14867Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 9.385168374 · Participants: 54531Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.061267673 · Participants: 7799Ng Space&mission Systems Corp Salaried Pension PlaDominion Energy Pension Plan, Total assets ($B): 7.265847838 · Participants: 12832Dominion Energy Pension PlanSheet Metal Workers' National Pension Fund, Total assets ($B): 7.155241333 · Participants: 61068Sheet Metal Workers' National Pension Fund
Sba Cash Balance Pension Plan for Bank of Botetourt vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Sba Cash Balance Pension Plan for Bank of Botetourt side-by-side with 3 peers →

Sba Cash Balance Pension Plan for Bank of Botetourt's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is The Retirement Plan of Merchants & Farmers Bank & Trust Company in LA ($5M); by covered participants it is Defined Benefit Pension Plan of Courage Center in MN (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Sba Cash Balance Pension Plan for Bank of Botetourt assets move in 2022? ▼
Sba Cash Balance Pension Plan for Bank of Botetourt declined sharply - down 23.4% during 2022, from $6M to $5M. Reported net income was -$1M.
How have Bank of Botetourt plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of Botetourt's sponsor-wide assets grew 19.7%, from $14M to $16M.
Which Defined Benefit (Pension) plans are similar in size to Sba Cash Balance Pension Plan for Bank of Botetourt? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Retirement Plan of Merchants & Farmers Bank & Trust Company in LA ($5M, 23 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sba Cash Balance Pension Plan for Bank of Botetourt? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Defined Benefit Pension Plan of Courage Center in MN (110 participants, $26M 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 540132390.

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.