401(k) · DOL Form 5500 · 2023

Trupoint Bank 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
121
Participants Small participant base
61st
Percentile by assets National rank
$93,542
Avg per participant Below avg balance/head
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Official DOL plan name: Sba Defined Contribution Plan for Trupoint Bank · Sponsored by Trupoint Bank · Virginia · Finance & Insurance

$11M in assets, 121 participants

Trupoint Bank's Sba Defined Contribution Plan for Trupoint Bank reported $11M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,076 in Finance & Insurance (8,869 peers)

Coverage in Virginia

Sba Defined Contribution Plan for Trupoint Bank covers 121 participants in Virginia, about 15% of the average Virginia filer (state average ~782 per filing). Assets: $11M.

#4,076
in Finance & Insurance (8,869 peers)
+9.3%
assets growth YoY

Sba Defined Contribution Plan for Trupoint Bank's mid-pack asset rank among Finance & Insurance and all filers

Sba Defined Contribution Plan for Trupoint Bank vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,318,614 Top 39% higher than 61% of 127,068 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 2023

Sba Defined Contribution Plan for Trupoint Bank 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. Sba Defined Contribution Plan for Trupoint Bank sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sba Defined Contribution Plan for Trupoint Bank reported net income rose from -$2M in the plan year 2022 filing to $966K in the plan year 2023 filing.
  • Sba Defined Contribution Plan for Trupoint Bank end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Sba Defined Contribution Plan for Trupoint Bank reported participants rose from 118 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 540924883 · Trupoint Bank PY 2023 · 401(k)

Sba Defined Contribution Plan for Trupoint Bank · $11M · 121 · 61st

  • IND $11M
  • EOY 121
  • 5500 61st
  • ASSETS 401(k)
  • PCT near Origis Energy 401(k) Plan
  • EIN ind #4076

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 →

Sba Defined Contribution Plan for Trupoint Bank in the asset neighbourhood

Sba Defined Contribution Plan for Trupoint BankSba Defined Contribution Pla…$11MOrigis Energy 401(k) Plan$11MAccutech Data Supplies, Inc. 401(k) and Profit Sharing PlanAccutech Data Supplies, Inc.…$11MWard Manufacturing, LLC 401(k) PlanWard Manufacturing, LLC 401(…$11MRoach Manufacturing Corporation 401(k) Profit Sharing Plan & TrustRoach Manufacturing Corporat…$11M
End-of-year total assets ($M) among Sba Defined Contribution Plan for Trupoint Bank and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$966K
Employer EIN540924883
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trupoint Bank)

Sponsor-wide plan assets over time

All Trupoint Bank plans reported in each filing year

Latest sponsor-wide plan assets
$11M 9.917508962101994% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M 202220232024 $10.4M $11.4M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 118 $10M
2023 1 121 $11M
2024 1 126 $11M

Nearby 401(k) Plans in Virginia

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

Sba Defined Contribution Plan for Trupoint Bank vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Sba Defined Contribution Plan for Trupoint Bank, Total assets ($B): 0.011318614 · Participants: 121Sba Defined Contribution Plan for Trupoint BankNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Sba Defined Contribution Plan for Trupoint Bank vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Sba Defined Contribution Plan for Trupoint Bank side-by-side with 3 peers →

Sba Defined Contribution Plan for Trupoint Bank's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Origis Energy 401(k) Plan in FL ($11M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sba Defined Contribution Plan for Trupoint Bank assets move in 2023? ▼
Sba Defined Contribution Plan for Trupoint Bank grew at a solid clip - up 9.3% during 2023, from $10M to $11M. Reported net income was $966K.
How have Trupoint Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trupoint Bank's sponsor-wide assets grew 9.9%, from $10M to $11M.
Which 401(k) plans are similar in size to Sba Defined Contribution Plan for Trupoint Bank? ▼
Among 401(k) plans in other states, the closest by assets is Origis Energy 401(k) Plan in FL ($11M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Sba Defined Contribution Plan for Trupoint Bank? ▼
Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 540924883.

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.