401(k) · DOL Form 5500 · 2024

Cumberland Valley National Bank 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
143
Participants Small participant base
67th
Percentile by assets National rank
$118,209
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cumberland Valley Financial Corporation Savings & Retirement Plan · Sponsored by Cumberland Valley National Bank · Kentucky · Finance & Insurance

$17M in assets, 143 participants

Cumberland Valley National Bank's Cumberland Valley Financial Corporation Savings & Retirement Plan reported $17M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,395 in Finance & Insurance (8,549 peers)

Coverage in Kentucky

Cumberland Valley Financial Corporation Savings & Retirement Plan covers 143 participants in Kentucky, about 22% of the average Kentucky filer (state average ~647 per filing). Assets: $17M.

#4,395
in Finance & Insurance (8,549 peers)
+16.7%
assets growth YoY

Cumberland Valley Financial Corporation Savings & Retirement Plan's outsized position by total assets

Cumberland Valley Financial Corporation Savings & Retirement Plan vs every filed plan by assets

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

$16,903,921 Top 33% higher than 67% 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

Cumberland Valley Financial Corporation Savings & Retirement Plan 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. Cumberland Valley Financial Corporation Savings & Retirement Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cumberland Valley Financial Corporation Savings & Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Cumberland Valley Financial Corporation Savings & Retirement Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Cumberland Valley Financial Corporation Savings & Retirement Plan reported participants rose from 135 in the plan year 2023 filing to 143 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 611023207 · Cumberland Valley National Bank PY 2024 · 401(k)

Cumberland Valley Financial Corporation Savings & Retirement Plan · $17M · 143 · 67th

  • TYPE $17M
  • NET 143
  • BOOK 67th
  • VS-ST 401(k)
  • BOY near Pahlisch Homes, Inc. Savings and Retirement Plan
  • SCH ind #4395

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 Kentucky →

Cumberland Valley Financial Corporation Savings & Retirement Plan in the asset neighbourhood

Cumberland Valley Financial Corporation Savings & Retirement PlanCumberland Valley Financial …$17MPahlisch Homes, Inc. Savings and Retirement PlanPahlisch Homes, Inc. Savings…$17MYuasa Battery, Inc. 401(k) Profit Sharing PlanYuasa Battery, Inc. 401(k) P…$17MMartin Bros./Marcowall, Inc. 401(k) PlanMartin Bros./Marcowall, Inc.…$17MPress-Enterprise Profit Sharing 401(k) PlanPress-Enterprise Profit Shar…$17M
End-of-year total assets ($M) among Cumberland Valley Financial Corporation Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN611023207
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cumberland Valley National Bank)

Sponsor-wide plan assets over time

All Cumberland Valley National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$17M 34.95467851991133% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.5M $16.9M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 127 $13M
2023 1 135 $14M
2024 1 143 $17M

Nearby 401(k) Plans in Kentucky

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

Cumberland Valley Financial Corporation Savings & Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Cumberland Valley Financial Corporation Savings & Retirement Plan, Total assets ($B): 0.016903921 · Participants: 143Cumberland Valley Financial Corporation Savings & Retirement PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Cumberland Valley Financial Corporation Savings & Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Cumberland Valley Financial Corporation Savings & Retirement Plan side-by-side with 3 peers →

Cumberland Valley Financial Corporation Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Pahlisch Homes, Inc. Savings and Retirement Plan in OR ($17M); by covered participants it is Blairex Laboratories, Inc. 401(k) in IN (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Cumberland Valley Financial Corporation Savings & Retirement Plan assets move in 2024? ▼
Cumberland Valley Financial Corporation Savings & Retirement Plan grew sharply - up 16.7% during 2024, from $14M to $17M. Reported net income was $2M.
How have Cumberland Valley National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cumberland Valley National Bank's sponsor-wide assets grew 35.0%, from $13M to $17M.
Which 401(k) plans are similar in size to Cumberland Valley Financial Corporation Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pahlisch Homes, Inc. Savings and Retirement Plan in OR ($17M, 223 participants).
Which 401(k) plans cover a similar participant headcount to Cumberland Valley Financial Corporation Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blairex Laboratories, Inc. 401(k) in IN (143 participants, N/A 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 611023207.

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.