ESOP · DOL Form 5500 · 2024

Tcv Trust & Wealth Management ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
35
Participants Small participant base
69th
Percentile by assets National rank
$543,454
Avg per participant High balance/head
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Official DOL plan name: The Trust Company of Virginia Employee Stock Ownership Plan · Sponsored by Tcv Trust & Wealth Management · Virginia · Finance & Insurance

$19M in assets, 35 participants

Tcv Trust & Wealth Management's The Trust Company of Virginia Employee Stock Ownership Plan reported $19M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,617 in Finance & Insurance (8,549 peers)

Tcv Trust & Wealth Management multi-year trail

Tcv Trust & Wealth Management's plans moved +12.5% in assets from 2022 to 2024; this filing shows The Trust Company of Virginia Employee Stock Ownership Plan at $19M / 35 participants.

#4,617
in Finance & Insurance (8,549 peers)
+6.9%
assets growth YoY

The Trust Company of Virginia Employee Stock Ownership Plan's outsized position by total assets

The Trust Company of Virginia Employee Stock Ownership Plan vs every filed plan by assets

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

$19,020,883 Top 31% higher than 69% 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

The Trust Company of Virginia Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Trust Company of Virginia Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Trust Company of Virginia Employee Stock Ownership Plan reported net income rose from -$277K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Trust Company of Virginia Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • The Trust Company of Virginia Employee Stock Ownership Plan reported participants fell from 37 in the plan year 2023 filing to 35 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 541685397 · Tcv Trust & Wealth Management PY 2024 · ESOP

The Trust Company of Virginia Employee Stock Ownership Plan · $19M · 35 · 69th

  • ASSETS $19M
  • PCT 35
  • EIN 69th
  • RANK ESOP
  • PHOTO near Builder's Bloc Employee Stock Ownership Plan
  • IND ind #4617

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 What is an ESOP? → · Plans in Virginia →

The Trust Company of Virginia Employee Stock Ownership Plan in the asset neighbourhood

Haumiller Engineering Company Money Purchase Pension PlanHaumiller Engineering Compan…$19MHelicopters, Inc. Employee Stock Ownership PlanHelicopters, Inc. Employee S…$19MThe Trust Company of Virginia Employee Stock Ownership PlanThe Trust Company of Virgini…$19MBuilder's Bloc Employee Stock Ownership PlanBuilder's Bloc Employee Stoc…$19MThe Motz Corporation Employee Stock Ownership PlanThe Motz Corporation Employe…$19M
End-of-year total assets ($M) among The Trust Company of Virginia Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Tcv Trust & Wealth Management multi-year asset trail

Sponsor-wide plan assets over time

All Tcv Trust & Wealth Management plans reported in each filing year

Latest sponsor-wide plan assets
$19M 12.484881480028887% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $16.9M $19M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 37 $17M
2023 1 37 $18M
2024 1 35 $19M

Tcv Trust & Wealth Management filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN541685397
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Trust Company of Virginia Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants The Trust Company of Virginia Employee Stock Ownership Plan, Total assets ($B): 0.019020883 · Participants: 35The Trust Company of Virginia Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
The Trust Company of Virginia Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare The Trust Company of Virginia Employee Stock Ownership Plan side-by-side with 3 peers →

The Trust Company of Virginia Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Builder's Bloc Employee Stock Ownership Plan in MO ($19M); by covered participants it is Micro Craft ESOP in TN (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 The Trust Company of Virginia Employee Stock Ownership Plan assets move in 2024? ▼
The Trust Company of Virginia Employee Stock Ownership Plan grew at a solid clip - up 6.9% during 2024, from $18M to $19M. Reported net income was $2M.
How have Tcv Trust & Wealth Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tcv Trust & Wealth Management's sponsor-wide assets grew 12.5%, from $17M to $19M.
Which ESOP plans are similar in size to The Trust Company of Virginia Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Builder's Bloc Employee Stock Ownership Plan in MO ($19M, 22 participants).
Which ESOP plans cover a similar participant headcount to The Trust Company of Virginia Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Micro Craft ESOP in TN (35 participants, $108 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 541685397.

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.