ESOP · DOL Form 5500 · 2022

Atlantic Union Bankshares Corporation ESOP

Data updated 2026-08-11

$27M
Total assets
1,696
Participants
82nd
Percentile by assets
$16,043
Avg per participant
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Official DOL plan name: Atlantic Union Bankshares Corporation Employee Stock Ownership Plan · Sponsored by Atlantic Union Bankshares Corporation · Virginia · Finance & Insurance

$27M in assets, 1,696 participants

Atlantic Union Bankshares Corporation's Atlantic Union Bankshares Corporation Employee Stock Ownership Plan reported $27M in total assets and 1,696 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 139,126 plans)
  • #6,506 in Finance & Insurance (9,261 peers)

Coverage in Virginia

Atlantic Union Bankshares Corporation Employee Stock Ownership Plan covers 1,696 participants in Virginia, 2.2x the typical Virginia plan (state average ~782 per filing). Assets: $27M.

$27M
total plan assets (2022 EOY)
1,696
covered participants
82nd
percentile by assets (of 139,126 plans)
$16,043
avg assets per participant

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Atlantic Union Bankshares Corporation Employee Stock Ownership Plan sits by total assets

Atlantic Union Bankshares Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$27,209,239 Top 18% higher than 82% 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

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Atlantic Union Bankshares Corporation Employee Stock Ownership Plan reports 1,696 participants - 2.2x that state average ($27M EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$27M
Net Income-$2M
Employer EIN541598552
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atlantic Union Bankshares Corporation)

$220M$240M$260M$280M$300M$320M 202220232024 $245M $301M ▲ +22.9%
Total plan assets by year, all Atlantic Union Bankshares Corporation plans on file
Year Plans Participants Total Assets
2022 3 3,626 $245M
2023 1 1,940 $271M
2024 1 1,888 $301M

Nearby ESOP Plans in Virginia

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

Atlantic Union Bankshares Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants

Atlantic Union Bankshares Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -20002004006008001000 Total assets ($M) Participants Atlantic Union Banks…Nvr, Inc. Employee S…The Resorts Companie…American Systems Cor…New River Electrical…Davis H. Elliot Comp…
Atlantic Union Bankshares Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Atlantic Union Bankshares Corporation Em… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Atlantic Union Bankshares Corporation Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Atlantic Union Bankshares Corporation Employee Stock Ownership Plan assets move in 2022? ▼
Atlantic Union Bankshares Corporation Employee Stock Ownership Plan pulled back noticeably - down 6.7% during 2022, from $29M to $27M. Reported net income was -$2M.
How have Atlantic Union Bankshares Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Atlantic Union Bankshares Corporation's sponsor-wide assets grew 22.9%, from $245M to $301M.
Where does Atlantic Union Bankshares Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Atlantic Union Bankshares Corporation Employee Stock Ownership Plan ranks in the 82nd 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 Atlantic Union Bankshares Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Suter Company, Inc. Employee Stock Ownership Plan in IL ($27M, 301 participants).

Next read for Atlantic Union Bankshares Corporation Em…

Filing takeaways

Ways to act on Atlantic Union Bankshares Corporation Employee Stock Ownership Plan's numbers.

  • By total assets, Atlantic Union Bankshares Corporation 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
  • Atlantic Union Bankshares Corporation's sponsor-wide assets have grown 22.9% 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 541598552.

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.