401(k) · DOL Form 5500 · 2023

The Poca Valley Bankshares, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
129
Participants Small participant base
65th
Percentile by assets National rank
$104,594
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Poca Valley Bank Ksop · Sponsored by The Poca Valley Bankshares, Inc. · West Virginia · Finance & Insurance

$13M in assets, 129 participants

The Poca Valley Bankshares, Inc.'s The Poca Valley Bank Ksop reported $13M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,441 in Finance & Insurance (8,869 peers)

Coverage in West Virginia

The Poca Valley Bank Ksop covers 129 participants in West Virginia, about 28% of the average West Virginia filer (state average ~467 per filing). Assets: $13M.

#4,441
in Finance & Insurance (8,869 peers)
+20.6%
assets growth YoY

The Poca Valley Bank Ksop's mid-pack asset rank among Finance & Insurance and all filers

The Poca Valley Bank Ksop vs every filed plan by assets

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

$13,492,577 Top 35% higher than 65% 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

The Poca Valley Bank Ksop 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. The Poca Valley Bank Ksop sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Poca Valley Bank Ksop reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Poca Valley Bank Ksop end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • The Poca Valley Bank Ksop reported participants rose from 119 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 550727130 · The Poca Valley Bankshares, Inc. PY 2023 · 401(k)

The Poca Valley Bank Ksop · $13M · 129 · 65th

  • EBSA $13M
  • PART 129
  • TYPE 65th
  • NET 401(k)
  • BOOK near Richter Precision Inc 401(k) Profit Sharing Plan & Trust
  • VS-ST ind #4441

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 →

The Poca Valley Bank Ksop in the asset neighbourhood

The Poca Valley Bank Ksop$13MRichter Precision Inc 401(k) Profit Sharing Plan & TrustRichter Precision Inc 401(k)…$13MCutter Aviation Retirement Savings Plan and TrustCutter Aviation Retirement S…$13MThe Alaska Behavioral Health PlanThe Alaska Behavioral Health…$13MRainbow Energy Center, LLC 401(k) Profit Sharing PlanRainbow Energy Center, LLC 4…$13M
End-of-year total assets ($M) among The Poca Valley Bank Ksop and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

West Virginia filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN550727130
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Poca Valley Bankshares, Inc.)

Sponsor-wide plan assets over time

All The Poca Valley Bankshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 35.52330744278173% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.2M $15.2M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 119 $11M
2023 1 129 $13M
2024 1 131 $15M

Nearby 401(k) Plans in West Virginia

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

The Poca Valley Bank Ksop vs. nearby 401(k) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants The Poca Valley Bank Ksop, Total assets ($B): 0.013492577 · Participants: 129The Poca Valley Bank KsopOrrick, Herrington & Sutcliffe LLP Retirement Plan, Total assets ($B): 1.063431645 · Participants: 1878Orrick, Herrington & Sutcliffe LLP Retirement PlanCamc Health System Basic Retirement Plan, Total assets ($B): 0.718819432 · Participants: 0Camc Health System Basic Retirement PlanAmerican Public Education Retirement Plan, Total assets ($B): 0.259281173 · Participants: 5728American Public Education Retirement PlanWest Virginia University Health System 401(k) Plan, Total assets ($B): 0.255241932 · Participants: 2525West Virginia University Health System 401(k) PlanUnited Bankshares, Inc. Savings and Stock Investment Plan, Total assets ($B): 0.227919168 · Participants: 2740United Bankshares, Inc. Savings and Stock Investment Plan
The Poca Valley Bank Ksop vs. nearby 401(k) plans in West Virginia, assets vs. participants
Compare The Poca Valley Bank Ksop side-by-side with 3 peers →

The Poca Valley Bank Ksop's out-of-state 401(k) peers by assets and headcount

Outside West Virginia, the nearest 401(k) by assets is Richter Precision Inc 401(k) Profit Sharing Plan & Trust in PA ($13M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 The Poca Valley Bank Ksop assets move in 2023? ▼
The Poca Valley Bank Ksop grew sharply - up 20.6% during 2023, from $11M to $13M. Reported net income was $2M.
How have The Poca Valley Bankshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Poca Valley Bankshares, Inc.'s sponsor-wide assets grew 35.5%, from $11M to $15M.
Which 401(k) plans are similar in size to The Poca Valley Bank Ksop? ▼
Among 401(k) plans in other states, the closest by assets is Richter Precision Inc 401(k) Profit Sharing Plan & Trust in PA ($13M, 170 participants).
Which 401(k) plans cover a similar participant headcount to The Poca Valley Bank Ksop? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 550727130.

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.