401(k) · DOL Form 5500 · 2022
The Poca Valley Bankshares, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $93,978
- Avg per participant Below avg balance/head
Official DOL plan name: The Poca Valley Bank Ksop · Sponsored by The Poca Valley Bankshares, Inc. · West Virginia · Finance & Insurance
$11M in assets, 119 participants
The Poca Valley Bankshares, Inc.'s The Poca Valley Bank Ksop reported $11M in total assets and 119 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #4,690 in Finance & Insurance (9,261 peers)
Coverage in West Virginia
The Poca Valley Bank Ksop covers 119 participants in West Virginia, about 25% of the average West Virginia filer (state average ~467 per filing). Assets: $11M.
- #4,690
- in Finance & Insurance (9,261 peers)
- -15.1%
- assets change YoY
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.
The Poca Valley Bank Ksop's outsized position by total assets
The Poca Valley Bank Ksop vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,183,359 Top 33% higher than 67% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Poca Valley Bank Ksop 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. The Poca Valley Bank Ksop sits mid-pack in the medium band (119 participants).
EBSA filing schedule strip
Filing strip 550727130 · The Poca Valley Bankshares, Inc. PY 2022 · 401(k)
The Poca Valley Bank Ksop · $11M · 119 · 67th
- VS-ST $11M
- BOY 119
- SCH 67th
- EBSA 401(k)
- PART near Rene L. Cote Sons Inc. Retirement Plan
- TYPE ind #4690
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 West Virginia →
The Poca Valley Bank Ksop in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$2M |
| Employer EIN | 550727130 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Poca Valley Bankshares, Inc.)
Sponsor-wide plan assets over time
All The Poca Valley Bankshares, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 35.52330744278173% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 119 | $11M |
| 2023 | 1 | 129 | $13M |
| 2024 | 1 | 131 | $15M |
Nearby 401(k) Plans in West Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Orrick, Herrington & Sutcliffe LLP Retirement Plan $808M · 1,866
- Camc Health System Basic Retirement Plan $594M · N/A
- American Public Education Retirement Plan $215M · 2,951
- United Bankshares, Inc. Savings and Stock Investment Plan $202M · 2,978
- Wesbanco, Inc. Ksop $186M · 2,334
The Poca Valley Bank Ksop's out-of-state 401(k) peers by assets and headcount
Outside West Virginia, the nearest 401(k) by assets is Rene L. Cote Sons Inc. Retirement Plan in MA ($11M); by covered participants it is Apreva Hospice 401(k) Plan in CA (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Rene L. Cote Sons Inc. Retirement Plan (MA) $11M · 13
- Paperworks Industries Savings Plan for Union Hourly Employees (PA) $11M · 168
- Jones Bros. 401(k) Plan (TN) $11M · 552
- Keystone Pacific 401(k) Plan (CA) $11M · 216
Similar participant headcount
Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.
- Apreva Hospice 401(k) Plan (CA) 119 · 0 off
- Solo Printing 401(k) Savings Plan (FL) 119 · 0 off
- Shinn 401(k) Retirement Plan (IA) 119 · 0 off
- Utah Medical Products, Inc. 401(k) Retirement Plan (UT) 119 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.