Defined Benefit (Pension) · DOL Form 5500 · 2022

Bank of Charles Town Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
23
Participants Small participant base
63rd
Percentile by assets National rank
$389,144
Avg per participant High balance/head
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Official DOL plan name: Bank of Charles Town Defined Benefit Pension Plan · Sponsored by Bank of Charles Town · West Virginia · Finance & Insurance

$9M in assets, 23 participants

Bank of Charles Town's Bank of Charles Town Defined Benefit Pension Plan reported $9M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,264 in Finance & Insurance (9,261 peers)

Bank of Charles Town multi-year trail

Bank of Charles Town's plans moved -32.4% in assets from 2022 to 2024; this filing shows Bank of Charles Town Defined Benefit Pension Plan at $9M / 23 participants.

#4,264
in Finance & Insurance (9,261 peers)
-1.7%
assets change YoY

The plan reported a net loss of $159K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bank of Charles Town Defined Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Bank of Charles Town Defined Benefit Pension Plan vs every filed plan by assets

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

$8,950,321 Top 37% higher than 63% 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

Bank of Charles Town Defined Benefit Pension Plan among smaller 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 Defined Benefit Pension Plan is a small filing (23 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 550118850 · Bank of Charles Town PY 2022 · Defined Benefit (Pension)

Bank of Charles Town Defined Benefit Pension Plan · $9M · 23 · 63rd

  • ASSETS $9M
  • PCT 23
  • EIN 63rd
  • RANK Defined Benefit (Pension)
  • PHOTO near Retirement Income Plan for Employees of Ahf, LLC
  • IND ind #4264

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 Defined Benefit Pension Plan in the asset neighbourhood

City Credit Union Defined Benefit PlanCity Credit Union Defined Be…$9MPension Plan of International Union of Bricklayers Allied Craftworkers, Local #15 PAPension Plan of Internationa…$9MBank of Charles Town Defined Benefit Pension PlanBank of Charles Town Defined…$9MRetirement Income Plan for Employees of Ahf, LLCRetirement Income Plan for E…$9MOptimus Steel Pension Plan$9M
End-of-year total assets ($M) among Bank of Charles Town Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Bank of Charles Town multi-year asset trail

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
$10M$15M$20M$25M 202220232024 $16.8M $11.4M ▼ -32.4%
Year Plans Participants Total Assets
2022 2 145 $17M
2023 2 145 $20M
2024 1 128 $11M

Bank of Charles Town filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income-$159K
Employer EIN550118850
Plan Effective Date1948-12-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in West Virginia

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

Bank of Charles Town Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600 Total assets ($M) Participants Bank of Charles Town Defined Benefit Pension Plan, Total assets ($M): 8.950321 · Participants: 23Bank of Charles Town Defined Benefit Pension PlanWest Virginia Laborers Pension Trust Fund, Total assets ($M): 501.727963 · Participants: 2131West Virginia Laborers Pension Trust FundI.U.O.E. Local 132 Pension Fund, Total assets ($M): 492.255027 · Participants: 1691I.U.O.E. Local 132 Pension FundUnited Mine Workers of America 1985 Construction Workers Pension Plan, Total assets ($M): 431.832443 · Participants: 243United Mine Workers of America 1985 Construction Workers Pension PlanEmployer - Teamsters Local Nos 175&505 Pension Trust Fund, Total assets ($M): 386.103888 · Participants: 1435Employer - Teamsters Local Nos 175&505 Pension Trust FundCarpenters Pension Fund of West Virginia, Total assets ($M): 275.717491 · Participants: 1310Carpenters Pension Fund of West Virginia
Bank of Charles Town Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in West Virginia, assets vs. participants
Compare Bank of Charles Town Defined Benefit Pension Plan side-by-side with 3 peers →

Bank of Charles Town Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside West Virginia, the nearest Defined Benefit (Pension) by assets is Retirement Income Plan for Employees of Ahf, LLC in PA ($9M); by covered participants it is Api Foils North America Pension Plan in NY (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Bank of Charles Town Defined Benefit Pension Plan assets move in 2022? ▼
Bank of Charles Town Defined Benefit Pension Plan edged down modestly - down 1.7% during 2022, from $9M to $9M. Reported net income was -$159K.
How have Bank of Charles Town plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of Charles Town's sponsor-wide assets declined 32.4%, from $17M to $11M.
Which Defined Benefit (Pension) plans are similar in size to Bank of Charles Town Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Income Plan for Employees of Ahf, LLC in PA ($9M, 233 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bank of Charles Town Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Api Foils North America Pension Plan in NY (23 participants, $2M 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 550118850.

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.