401(k) · DOL Form 5500 · 2023
John Marshall Bank 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 129
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $99,329
- Avg per participant Below avg balance/head
Official DOL plan name: John Marshall Bank 401(k) Plan · Sponsored by John Marshall Bank · Virginia · Finance & Insurance
$13M in assets, 129 participants
John Marshall Bank's John Marshall Bank 401(k) Plan reported $13M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #4,340 in Finance & Insurance (8,869 peers)
Coverage in Virginia
John Marshall Bank 401(k) Plan covers 129 participants in Virginia, about 16% of the average Virginia filer (state average ~782 per filing). Assets: $13M.
- #4,340
- in Finance & Insurance (8,869 peers)
- +10.2%
- assets growth YoY
John Marshall Bank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
John Marshall Bank 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,813,431 Top 36% higher than 64% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
John Marshall Bank 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John Marshall Bank 401(k) Plan sits mid-pack in the medium band (129 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- John Marshall Bank 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- John Marshall Bank 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- John Marshall Bank 401(k) Plan reported participants fell from 133 in the plan year 2022 filing to 129 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 743125891 · John Marshall Bank PY 2023 · 401(k)
John Marshall Bank 401(k) Plan · $13M · 129 · 64th
- VS-ST $13M
- VS-ST 129
- VS-ST 64th
- VS-ST 401(k)
- VS-ST near Forward Financing LLC Retirement Plan
- VS-ST ind #4340
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 Virginia →
John Marshall Bank 401(k) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 743125891 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (John Marshall Bank)
Sponsor-wide plan assets over time
All John Marshall Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 26.10566324316878% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 133 | $12M |
| 2023 | 1 | 129 | $13M |
| 2024 | 1 | 133 | $15M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
John Marshall Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Forward Financing LLC Retirement Plan in MA ($13M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Forward Financing LLC Retirement Plan (MA) $13M · 251
- Harada 401(k) Plan (MI) $13M · 70
- Spirit Bankcorp, Inc. 401(k) Plan and Trust (OK) $13M · 128
- Duplantis Design Group, P.C. 401(k) Plan (LA) $13M · 139
Similar participant headcount
Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.
- Agmus Ventures Retirement Plan (FL) 129 · 0 off
- Moulton Logistics Management (CA) 129 · 0 off
- Southland Envelope Company, Inc. 401(k) Profit Sharing Plan (CA) 129 · 0 off
- Pml, Inc. 401(k) Retirement Plan (TN) 129 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.