401(k) · DOL Form 5500 · 2024

Bank of Clarke 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
248
Participants Below avg headcount
79th
Percentile by assets National rank
$134,748
Avg per participant Near avg balance/head
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Official DOL plan name: Sba Defined Contribution Plan for Bank of Clarke · Sponsored by Bank of Clarke · Virginia · Finance & Insurance

$33M in assets, 248 participants

Bank of Clarke's Sba Defined Contribution Plan for Bank of Clarke reported $33M in total assets and 248 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,731 in Finance & Insurance (8,549 peers)

Coverage in Virginia

Sba Defined Contribution Plan for Bank of Clarke covers 248 participants in Virginia, about 32% of the average Virginia filer (state average ~782 per filing). Assets: $33M.

#5,731
in Finance & Insurance (8,549 peers)
+10.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sba Defined Contribution Plan for Bank of Clarke's outsized position by total assets

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$33,417,624 Top 21% higher than 79% of 123,620 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 2024

Sba Defined Contribution Plan for Bank of Clarke among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sba Defined Contribution Plan for Bank of Clarke sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sba Defined Contribution Plan for Bank of Clarke reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Sba Defined Contribution Plan for Bank of Clarke reported participants rose from 219 in the plan year 2023 filing to 248 in the plan year 2024 filing.
  • Sba Defined Contribution Plan for Bank of Clarke end-of-year assets rose from $30M in the plan year 2023 filing to $33M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 540132450 · Bank of Clarke PY 2024 · 401(k)

Sba Defined Contribution Plan for Bank of Clarke · $33M · 248 · 79th

  • RANK $33M
  • RANK 248
  • RANK 79th
  • RANK 401(k)
  • RANK near Oak Valley Community Bank 401(k) Profit Sharing Plan
  • RANK ind #5731

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 Bank of Clarke in the asset neighbourhood

Sba Defined Contribution Plan for Bank of ClarkeSba Defined Contribution Pla…$33MOak Valley Community Bank 401(k) Profit Sharing PlanOak Valley Community Bank 40…$33MHuffines Auto Dealerships Retirement Savings PlanHuffines Auto Dealerships Re…$33MVerition Group 401(k) Plan$33MNECA IBEW Local Union No 584 Profit Sharing PlanNECA IBEW Local Union No 584…$33M
End-of-year total assets ($M) among Sba Defined Contribution Plan for Bank of Clarke and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN540132450
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank of Clarke)

Sponsor-wide plan assets over time

All Bank of Clarke plans reported in each filing year

Latest sponsor-wide plan assets
$33M 22.590614093148858% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $27.3M $33.4M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 211 $27M
2023 2 316 $30M
2024 1 248 $33M

Nearby 401(k) Plans in Virginia

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

Sba Defined Contribution Plan for Bank of Clarke vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sba Defined Contribution Plan for Bank of Clarke, Total assets ($B): 0.033417624 · Participants: 248Sba Defined Contribution Plan for Bank of ClarkeNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Sba Defined Contribution Plan for Bank of Clarke vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Sba Defined Contribution Plan for Bank of Clarke side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Oak Valley Community Bank 401(k) Profit Sharing Plan in CA ($33M); by covered participants it is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 Bank of Clarke assets move in 2024? ▼
Sba Defined Contribution Plan for Bank of Clarke grew at a solid clip - up 10.7% during 2024, from $30M to $33M. Reported net income was $3M.
How have Bank of Clarke plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of Clarke's sponsor-wide assets grew 22.6%, from $27M to $33M.
Where does Sba Defined Contribution Plan for Bank of Clarke rank by assets among Form 5500 filers? ▼
Sba Defined Contribution Plan for Bank of Clarke ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sba Defined Contribution Plan for Bank of Clarke? ▼
Among 401(k) plans in other states, the closest by assets is Oak Valley Community Bank 401(k) Profit Sharing Plan in CA ($33M, 209 participants).
Which 401(k) plans cover a similar participant headcount to Sba Defined Contribution Plan for Bank of Clarke? ▼
Among 401(k) plans in other states, the closest by covered participants is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants, $80K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 540132450.

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.