401(k) · DOL Form 5500 · 2022
Bank of Charles Town 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 122
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $64,315
- Avg per participant Low balance/head
Official DOL plan name: Bank of Charles Town 401(k) Retirement Savings Plan · Sponsored by Bank of Charles Town · West Virginia · Finance & Insurance
$8M in assets, 122 participants
Bank of Charles Town's Bank of Charles Town 401(k) Retirement Savings Plan reported $8M in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #4,000 in Finance & Insurance (9,261 peers)
Coverage in West Virginia
Bank of Charles Town 401(k) Retirement Savings Plan covers 122 participants in West Virginia, about 26% of the average West Virginia filer (state average ~467 per filing). Assets: $8M.
- #4,000
- in Finance & Insurance (9,261 peers)
- -12.5%
- 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 Charles Town 401(k) Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers
Bank of Charles Town 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,846,469 Top 40% higher than 60% 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
Bank of Charles Town 401(k) Retirement Savings 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 Charles Town 401(k) Retirement Savings Plan sits mid-pack in the medium band (122 participants).
DOL schedule card
Filing strip 550118850 · Bank of Charles Town PY 2022 · 401(k)
Bank of Charles Town 401(k) Retirement Savings Plan · $8M · 122 · 60th
- EBSA $8M
- EBSA 122
- EBSA 60th
- EBSA 401(k)
- EBSA near Palo Alto Community Child Care 403(b) Plan
- EBSA ind #4000
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 →
Bank of Charles Town 401(k) Retirement Savings Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$1M |
| Employer EIN | 550118850 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bank of Charles Town)
Sponsor-wide plan assets over time
All Bank of Charles Town plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 32.37296531063375% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 145 | $17M |
| 2023 | 2 | 145 | $20M |
| 2024 | 1 | 128 | $11M |
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
Bank of Charles Town 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside West Virginia, the nearest 401(k) by assets is Palo Alto Community Child Care 403(b) Plan in CA ($8M); by covered participants it is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (122 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.