401(k) · DOL Form 5500 · 2022

Cumberland Valley National Bank 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
127
Participants Small participant base
69th
Percentile by assets National rank
$98,627
Avg per participant Below avg balance/head
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Official DOL plan name: Cumberland Valley Financial Corp Savings & Retirement Plan · Sponsored by Cumberland Valley National Bank · Kentucky · Finance & Insurance

$13M in assets, 127 participants

Cumberland Valley National Bank's Cumberland Valley Financial Corp Savings & Retirement Plan reported $13M in total assets and 127 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,927 in Finance & Insurance (9,261 peers)

Coverage in Kentucky

Cumberland Valley Financial Corp Savings & Retirement Plan covers 127 participants in Kentucky, about 20% of the average Kentucky filer (state average ~647 per filing). Assets: $13M.

#4,927
in Finance & Insurance (9,261 peers)
-13.5%
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.

Cumberland Valley Financial Corp Savings & Retirement Plan's outsized position by total assets

Cumberland Valley Financial Corp Savings & Retirement Plan vs every filed plan by assets

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

$12,525,628 Top 31% higher than 69% 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

Cumberland Valley Financial Corp Savings & Retirement 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. Cumberland Valley Financial Corp Savings & Retirement Plan sits mid-pack in the medium band (127 participants).

Plan-year Form 5500 strip

Filing strip 611023207 · Cumberland Valley National Bank PY 2022 · 401(k)

Cumberland Valley Financial Corp Savings & Retirement Plan · $13M · 127 · 69th

  • SCH $13M
  • SCH 127
  • SCH 69th
  • SCH 401(k)
  • SCH near Horsley Witten Group, Inc. 401(k) Profit Sharing Plan
  • SCH ind #4927

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 Kentucky →

Cumberland Valley Financial Corp Savings & Retirement Plan in the asset neighbourhood

Cumberland Valley Financial Corp Savings & Retirement PlanCumberland Valley Financial …$13MHorsley Witten Group, Inc. 401(k) Profit Sharing PlanHorsley Witten Group, Inc. 4…$13MNcs Technologies, Inc. 401(k) Profit Sharing Plan and TrustNcs Technologies, Inc. 401(k…$13MAce Surgical Supply Co., Inc. 401(k) PlanAce Surgical Supply Co., Inc…$13MEndocrine Associates of Rockland, LLP 401(k) PlanEndocrine Associates of Rock…$13M
End-of-year total assets ($M) among Cumberland Valley Financial Corp Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN611023207
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cumberland Valley National Bank)

Sponsor-wide plan assets over time

All Cumberland Valley National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$17M 34.95467851991133% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.5M $16.9M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 127 $13M
2023 1 135 $14M
2024 1 143 $17M

Nearby 401(k) Plans in Kentucky

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

Cumberland Valley Financial Corp Savings & Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Cumberland Valley Financial Corp Savings & Retirement Plan, Total assets ($B): 0.012525628 · Participants: 127Cumberland Valley Financial Corp Savings & Retirement PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Cumberland Valley Financial Corp Savings & Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Cumberland Valley Financial Corp Savings & Retirement Plan side-by-side with 3 peers →

Cumberland Valley Financial Corp Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Horsley Witten Group, Inc. 401(k) Profit Sharing Plan in MA ($13M); by covered participants it is Accudata Systems, Inc. 401(k) Profit Sharing Plan in TX (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Cumberland Valley Financial Corp Savings & Retirement Plan assets move in 2022? ▼
Cumberland Valley Financial Corp Savings & Retirement Plan pulled back noticeably - down 13.5% during 2022, from $14M to $13M. Reported net income was -$2M.
How have Cumberland Valley National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cumberland Valley National Bank's sponsor-wide assets grew 35.0%, from $13M to $17M.
Which 401(k) plans are similar in size to Cumberland Valley Financial Corp Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Horsley Witten Group, Inc. 401(k) Profit Sharing Plan in MA ($13M, 66 participants).
Which 401(k) plans cover a similar participant headcount to Cumberland Valley Financial Corp Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Accudata Systems, Inc. 401(k) Profit Sharing Plan in TX (127 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 611023207.

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.