Defined Benefit (Pension) · DOL Form 5500 · 2023

Bank of Botetourt Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
111
Participants Small participant base
46th
Percentile by assets National rank
$48,206
Avg per participant Low balance/head
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Official DOL plan name: Sba Cash Balance Pension Plan for Bank of Botetourt · Sponsored by Bank of Botetourt · Virginia · Finance & Insurance

$5M in assets, 111 participants

Bank of Botetourt's Sba Cash Balance Pension Plan for Bank of Botetourt reported $5M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,874 in Finance & Insurance (8,869 peers)

Coverage in Virginia

Sba Cash Balance Pension Plan for Bank of Botetourt covers 111 participants in Virginia, about 14% of the average Virginia filer (state average ~782 per filing). Assets: $5M.

#2,874
in Finance & Insurance (8,869 peers)
+11.1%
assets growth YoY

Sba Cash Balance Pension Plan for Bank of Botetourt's mid-pack asset rank among Finance & Insurance and all filers

Sba Cash Balance Pension Plan for Bank of Botetourt vs every filed plan by assets

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

$5,350,917 46th percentile higher than 46% 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 Cash Balance Pension Plan for Bank of Botetourt 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 Cash Balance Pension Plan for Bank of Botetourt sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sba Cash Balance Pension Plan for Bank of Botetourt reported net income rose from -$1M in the plan year 2022 filing to $535K in the plan year 2023 filing.
  • Sba Cash Balance Pension Plan for Bank of Botetourt end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 540132390 · Bank of Botetourt PY 2023 · Defined Benefit (Pension)

Sba Cash Balance Pension Plan for Bank of Botetourt · $5M · 111 · 46th

  • ASSETS $5M
  • ASSETS 111
  • ASSETS 46th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Employee's Pension Plan of Local 731 I B of T
  • ASSETS ind #2874

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 Cash Balance Pension Plan for Bank of Botetourt in the asset neighbourhood

Eye Care Physicians & Surgeons, Inc. Cash Balance PlanEye Care Physicians & Surgeo…$5MSba Cash Balance Pension Plan for Bank of BotetourtSba Cash Balance Pension Pla…$5MEmployee's Pension Plan of Local 731 I B of TEmployee's Pension Plan of L…$5MMetropolitan Family Services Employees' PensionMetropolitan Family Services…$5MAir Express International USA, Inc. Chicago Clerical EmployeesAir Express International US…$5M
End-of-year total assets ($M) among Sba Cash Balance Pension Plan for Bank of Botetourt and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$535K
Employer EIN540132390
Plan Effective Date1965-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank of Botetourt)

Sponsor-wide plan assets over time

All Bank of Botetourt plans reported in each filing year

Latest sponsor-wide plan assets
$16M 19.743167788115173% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.7M $16.4M ▲ +19.7%
Year Plans Participants Total Assets
2022 2 239 $14M
2023 2 231 $15M
2024 2 255 $16M

Nearby Defined Benefit (Pension) Plans in Virginia

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

Sba Cash Balance Pension Plan for Bank of Botetourt vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Sba Cash Balance Pension Plan for Bank of Botetourt, Total assets ($B): 0.005350917 · Participants: 111Sba Cash Balance Pension Plan for Bank of BotetourtNorthrop Grumman Pension Plan, Total assets ($B): 19.134846358 · Participants: 13674Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 10.184642779 · Participants: 54171Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.450021632 · Participants: 7117Ng Space&mission Systems Corp Salaried Pension PlaSheet Metal Workers' National Pension Fund, Total assets ($B): 8.306466489 · Participants: 61272Sheet Metal Workers' National Pension FundDominion Energy Pension Plan, Total assets ($B): 7.570958933 · Participants: 12263Dominion Energy Pension Plan
Sba Cash Balance Pension Plan for Bank of Botetourt vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Sba Cash Balance Pension Plan for Bank of Botetourt side-by-side with 3 peers →

Sba Cash Balance Pension Plan for Bank of Botetourt's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Employee's Pension Plan of Local 731 I B of T in IL ($5M); by covered participants it is Kohler Credit Union Defined Benefit Plan and Trust in WI (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Cash Balance Pension Plan for Bank of Botetourt assets move in 2023? ▼
Sba Cash Balance Pension Plan for Bank of Botetourt grew at a solid clip - up 11.1% during 2023, from $5M to $5M. Reported net income was $535K.
How have Bank of Botetourt plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of Botetourt's sponsor-wide assets grew 19.7%, from $14M to $16M.
Which Defined Benefit (Pension) plans are similar in size to Sba Cash Balance Pension Plan for Bank of Botetourt? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employee's Pension Plan of Local 731 I B of T in IL ($5M, 17 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sba Cash Balance Pension Plan for Bank of Botetourt? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kohler Credit Union Defined Benefit Plan and Trust in WI (111 participants, $15M 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 540132390.

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.