401(k) · DOL Form 5500 · 2023

James River Financial Corp. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
16
Participants Small participant base
63rd
Percentile by assets National rank
$748,892
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: James River Financial Corp. 401(k) Plan · Sponsored by James River Financial Corp. · Virginia · Finance & Insurance

$12M in assets, 16 participants

James River Financial Corp.'s James River Financial Corp. 401(k) Plan reported $12M in total assets and 16 participants in its 2023 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.

  • #4,201 in Finance & Insurance (8,869 peers)

James River Financial Corp. multi-year trail

James River Financial Corp.'s plans moved -31.6% in assets from 2022 to 2024; this filing shows James River Financial Corp. 401(k) Plan at $12M / 16 participants.

#4,201
in Finance & Insurance (8,869 peers)
-18.8%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James River Financial Corp. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

James River Financial Corp. 401(k) Plan vs every filed plan by assets

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

$11,982,267 Top 37% higher than 63% 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

James River Financial Corp. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James River Financial Corp. 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James River Financial Corp. 401(k) Plan reported net income fell from -$2M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • James River Financial Corp. 401(k) Plan end-of-year assets fell from $15M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • James River Financial Corp. 401(k) Plan reported participants fell from 19 in the plan year 2022 filing to 16 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 541768757 · James River Financial Corp. PY 2023 · 401(k)

James River Financial Corp. 401(k) Plan · $12M · 16 · 63rd

  • EIN $12M
  • EIN 16
  • EIN 63rd
  • EIN 401(k)
  • EIN near J.R. Filanc Construction Company, Inc. 401(k) Plan
  • EIN ind #4201

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 →

James River Financial Corp. 401(k) Plan in the asset neighbourhood

James River Financial Corp. 401(k) PlanJames River Financial Corp. …$12MJ.R. Filanc Construction Company, Inc. 401(k) PlanJ.R. Filanc Construction Com…$12MPhysicians & Surgeons Clinic Ob/Gyn, PLLC, Profit Sharing PlanPhysicians & Surgeons Clinic…$12MFlexion, Inc. 401(k) Profit Sharing PlanFlexion, Inc. 401(k) Profit …$12MSportime Retirement Plan$12M
End-of-year total assets ($M) among James River Financial Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

James River Financial Corp. multi-year asset trail

Sponsor-wide plan assets over time

All James River Financial Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 31.59179041517471% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $14.8M $10.1M ▼ -31.6%
Year Plans Participants Total Assets
2022 1 19 $15M
2023 1 16 $12M
2024 1 16 $10M

James River Financial Corp. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$3M
Employer EIN541768757
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

James River Financial Corp. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants James River Financial Corp. 401(k) Plan, Total assets ($B): 0.011982267 · Participants: 16James River Financial Corp. 401(k) PlanNorthrop 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
James River Financial Corp. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

James River Financial Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is J.R. Filanc Construction Company, Inc. 401(k) Plan in CA ($12M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 James River Financial Corp. 401(k) Plan assets move in 2023?
James River Financial Corp. 401(k) Plan declined sharply - down 18.8% during 2023, from $15M to $12M. Reported net income was -$3M.
How have James River Financial Corp. plan assets changed over time?
Across 3 plan years on file (2022-2024), James River Financial Corp.'s sponsor-wide assets declined 31.6%, from $15M to $10M.
Which 401(k) plans are similar in size to James River Financial Corp. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is J.R. Filanc Construction Company, Inc. 401(k) Plan in CA ($12M, 140 participants).
Which 401(k) plans cover a similar participant headcount to James River Financial Corp. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants, $5M in assets).