401(k) · DOL Form 5500 · 2024

Bank of Botetourt 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
130
Participants Small participant base
58th
Percentile by assets National rank
$83,575
Avg per participant Below avg balance/head
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Official DOL plan name: Sba Defined Contribution Plan for Bank of Botetourt · Sponsored by Bank of Botetourt · Virginia · Finance & Insurance

$11M in assets, 130 participants

Bank of Botetourt's Sba Defined Contribution Plan for Bank of Botetourt reported $11M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,540 in Finance & Insurance (8,549 peers)

Coverage in Virginia

Sba Defined Contribution Plan for Bank of Botetourt covers 130 participants in Virginia, about 17% of the average Virginia filer (state average ~782 per filing). Assets: $11M.

#3,540
in Finance & Insurance (8,549 peers)
+15.8%
assets growth YoY

Sba Defined Contribution Plan for Bank of Botetourt's mid-pack asset rank among Finance & Insurance and all filers

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

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

$10,864,758 Top 42% higher than 58% 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 Botetourt 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 Botetourt sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sba Defined Contribution Plan for Bank of Botetourt reported net income rose from $465K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Sba Defined Contribution Plan for Bank of Botetourt end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Sba Defined Contribution Plan for Bank of Botetourt reported participants rose from 120 in the plan year 2023 filing to 130 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 540132390 · Bank of Botetourt PY 2024 · 401(k)

Sba Defined Contribution Plan for Bank of Botetourt · $11M · 130 · 58th

  • EIN $11M
  • EIN 130
  • EIN 58th
  • EIN 401(k)
  • EIN near Worth Ross 401(k) Plan
  • EIN ind #3540

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 Botetourt in the asset neighbourhood

Worth Ross 401(k) Plan$11MKett Engineering Corporation Retirement PlanKett Engineering Corporation…$11MCommunity Bancorp of Louisiana Inc. Retirement PlanCommunity Bancorp of Louisia…$11MSba Defined Contribution Plan for Bank of BotetourtSba Defined Contribution Pla…$11MSouth Jersey Legal Services Inc. 401(k) PlanSouth Jersey Legal Services …$11M
End-of-year total assets ($M) among Sba Defined Contribution Plan for Bank of Botetourt and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN540132390
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank of Botetourt)

Sponsor-wide plan assets over time

All Bank of Botetourt plans reported in each filing year

Latest sponsor-wide plan assets
$16M 19.743167788115173% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.7M $16.4M ▲ +19.7%
Year Plans Participants Total Assets
2022 2 239 $14M
2023 2 231 $15M
2024 2 255 $16M

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 Botetourt vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sba Defined Contribution Plan for Bank of Botetourt, Total assets ($B): 0.010864758 · Participants: 130Sba Defined Contribution Plan for Bank of BotetourtNorthrop 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 Botetourt vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Sba Defined Contribution Plan for Bank of Botetourt side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Worth Ross 401(k) Plan in TX ($11M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Botetourt assets move in 2024? ▼
Sba Defined Contribution Plan for Bank of Botetourt grew sharply - up 15.8% during 2024, from $9M to $11M. Reported net income was $1M.
How have Bank of Botetourt plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of Botetourt's sponsor-wide assets grew 19.7%, from $14M to $16M.
Which 401(k) plans are similar in size to Sba Defined Contribution Plan for Bank of Botetourt? ▼
Among 401(k) plans in other states, the closest by assets is Worth Ross 401(k) Plan in TX ($11M, 487 participants).
Which 401(k) plans cover a similar participant headcount to Sba Defined Contribution Plan for Bank of Botetourt? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants, $21K 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 540132390.

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.