Defined Benefit (Pension) · DOL Form 5500 · 2023

The Bank of Romney Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
30
Participants Small participant base
74th
Percentile by assets National rank
$724,395
Avg per participant High balance/head
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Official DOL plan name: The Bank of Romney Defined Benefit Retirement Plan · Sponsored by The Bank of Romney · West Virginia · Finance & Insurance

$22M in assets, 30 participants

The Bank of Romney's The Bank of Romney Defined Benefit Retirement Plan reported $22M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,426 in Finance & Insurance (8,869 peers)

The Bank of Romney multi-year trail

The Bank of Romney's plans moved +17.7% in assets from 2022 to 2023; this filing shows The Bank of Romney Defined Benefit Retirement Plan at $22M / 30 participants.

#5,426
in Finance & Insurance (8,869 peers)
+17.7%
assets growth YoY

The Bank of Romney Defined Benefit Retirement Plan's outsized position by total assets

The Bank of Romney Defined Benefit Retirement Plan vs every filed plan by assets

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

$21,731,862 Top 26% higher than 74% 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 Bank of Romney Defined Benefit Retirement 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. The Bank of Romney Defined Benefit Retirement Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Bank of Romney Defined Benefit Retirement Plan reported net income rose from $146K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Bank of Romney Defined Benefit Retirement Plan reported participants fell from 37 in the plan year 2022 filing to 30 in the plan year 2023 filing.
  • The Bank of Romney Defined Benefit Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 550267603 · The Bank of Romney PY 2023 · Defined Benefit (Pension)

The Bank of Romney Defined Benefit Retirement Plan · $22M · 30 · 74th

  • EIN $22M
  • EIN 30
  • EIN 74th
  • EIN Defined Benefit (Pension)
  • EIN near Producers Retirement Plan Trust
  • EIN ind #5426

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 Bank of Romney Defined Benefit Retirement Plan in the asset neighbourhood

Concrete Block Employers Pension PlanConcrete Block Employers Pen…$22MProducers Retirement Plan TrustProducers Retirement Plan Tr…$22MThe Bank of Romney Defined Benefit Retirement PlanThe Bank of Romney Defined B…$22MEmployees Pension Plan of United Conveyor CorporationEmployees Pension Plan of Un…$22MThe Community Builders Retirement PlanThe Community Builders Retir…$22M
End-of-year total assets ($M) among The Bank of Romney Defined Benefit Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

The Bank of Romney multi-year asset trail

Sponsor-wide plan assets over time

All The Bank of Romney plans reported in each filing year

Latest sponsor-wide plan assets
$22M 17.735409062444315% vs 2022
2023 filing year
$18M$19M$20M$21M$22M$23M 20222023 $18.5M $21.7M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 37 $18M
2023 1 30 $22M

The Bank of Romney filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN550267603
Plan Effective Date1948-08-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in West Virginia

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

The Bank of Romney Defined Benefit Retirement Plan vs. nearby Defined Benefit (Pension) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600 Total assets ($M) Participants The Bank of Romney Defined Benefit Retirement Plan, Total assets ($M): 21.731862 · Participants: 30The Bank of Romney Defined Benefit Retirement PlanWest Virginia Laborers Pension Trust Fund, Total assets ($M): 555.630528 · Participants: 1965West Virginia Laborers Pension Trust FundI.U.O.E. Local 132 Pension Fund, Total assets ($M): 548.257437 · Participants: 1559I.U.O.E. Local 132 Pension FundUnited Mine Workers of America 1985 Construction Workers Pension Plan, Total assets ($M): 447.078317 · Participants: 234United Mine Workers of America 1985 Construction Workers Pension PlanEmployer - Teamsters Local Nos 175 & 505 Pension Trust Fund, Total assets ($M): 419.92467 · Participants: 1453Employer - Teamsters Local Nos 175 & 505 Pension Trust FundMaryland Electrical Industry Pension Plan, Total assets ($M): 267.765025 · Participants: 1667Maryland Electrical Industry Pension Plan
The Bank of Romney Defined Benefit Retirement Plan vs. nearby Defined Benefit (Pension) plans in West Virginia, assets vs. participants
Compare The Bank of Romney Defined Benefit Retirement Plan side-by-side with 3 peers →

The Bank of Romney Defined Benefit Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside West Virginia, the nearest Defined Benefit (Pension) by assets is Producers Retirement Plan Trust in TX ($22M); by covered participants it is The M/a/R/C Group Pension Plan in NY (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Bank of Romney Defined Benefit Retirement Plan assets move in 2023? ▼
The Bank of Romney Defined Benefit Retirement Plan grew sharply - up 17.7% during 2023, from $18M to $22M. Reported net income was $3M.
How have The Bank of Romney plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Bank of Romney's sponsor-wide assets grew 17.7%, from $18M to $22M.
Which Defined Benefit (Pension) plans are similar in size to The Bank of Romney Defined Benefit Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Producers Retirement Plan Trust in TX ($22M, 40 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Bank of Romney Defined Benefit Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The M/a/R/C Group Pension Plan in NY (30 participants, $20M 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 550267603.

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.