Defined Benefit (Pension) · DOL Form 5500 · 2024

Bank of Botetourt Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
125
Participants Small participant base
44th
Percentile by assets National rank
$44,599
Avg per participant Low balance/head
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Official DOL plan name: Sba Cash Balance Pension Plan for Bank of Botetourt · Sponsored by Bank of Botetourt · Virginia · Finance & Insurance

$6M in assets, 125 participants

Bank of Botetourt's Sba Cash Balance Pension Plan for Bank of Botetourt reported $6M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,552 in Finance & Insurance (8,549 peers)

Coverage in Virginia

Sba Cash Balance Pension Plan for Bank of Botetourt covers 125 participants in Virginia, about 16% of the average Virginia filer (state average ~782 per filing). Assets: $6M.

#2,552
in Finance & Insurance (8,549 peers)
+4.2%
assets growth YoY

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

Sba Cash Balance Pension Plan for Bank of Botetourt vs every filed plan by assets

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

$5,574,924 44th percentile higher than 44% 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 Cash Balance Pension 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 Cash Balance Pension Plan for Bank of Botetourt sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sba Cash Balance Pension Plan for Bank of Botetourt reported net income fell from $535K in the plan year 2023 filing to $224K in the plan year 2024 filing.
  • Sba Cash Balance Pension Plan for Bank of Botetourt reported participants rose from 111 in the plan year 2023 filing to 125 in the plan year 2024 filing.
  • Sba Cash Balance Pension Plan for Bank of Botetourt end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 540132390 · Bank of Botetourt PY 2024 · Defined Benefit (Pension)

Sba Cash Balance Pension Plan for Bank of Botetourt · $6M · 125 · 44th

  • EBSA $6M
  • EBSA 125
  • EBSA 44th
  • EBSA Defined Benefit (Pension)
  • EBSA near Onesource Employees' Retirement Pension Plan
  • EBSA ind #2552

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 Cash Balance Pension Plan for Bank of Botetourt in the asset neighbourhood

Sba Cash Balance Pension Plan for Bank of BotetourtSba Cash Balance Pension Pla…$6MOnesource Employees' Retirement Pension PlanOnesource Employees' Retirem…$6MScott Equipment Company Cash Balance PlanScott Equipment Company Cash…$6MAza Cash Balance Plan$6MThe Pension Plan of Community Action Organization of Erie County, Inc.The Pension Plan of Communit…$6M
End-of-year total assets ($M) among Sba Cash Balance Pension Plan for Bank of Botetourt and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$224K
Employer EIN540132390
Plan Effective Date1965-06-01
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 Defined Benefit (Pension) Plans in Virginia

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

Sba Cash Balance Pension Plan for Bank of Botetourt vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Sba Cash Balance Pension Plan for Bank of Botetourt, Total assets ($B): 0.005574924 · Participants: 125Sba Cash Balance Pension Plan for Bank of BotetourtNorthrop Grumman Pension Plan, Total assets ($B): 18.781759216 · Participants: 12678Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 11.481735153 · Participants: 56633Retirement Security PlanSheet Metal Workers' National Pension Fund, Total assets ($B): 8.902237059 · Participants: 63530Sheet Metal Workers' National Pension FundNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.398702873 · Participants: 6737Ng Space&mission Systems Corp Salaried Pension PlaDominion Energy Pension Plan, Total assets ($B): 8.332769083 · Participants: 11758Dominion Energy Pension Plan
Sba Cash Balance Pension Plan for Bank of Botetourt vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Sba Cash Balance Pension Plan for Bank of Botetourt side-by-side with 3 peers →

Sba Cash Balance Pension Plan for Bank of Botetourt's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Onesource Employees' Retirement Pension Plan in TX ($6M); by covered participants it is Clark Equipment Company Retirement Plan (Plan 50) in ND (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Cash Balance Pension Plan for Bank of Botetourt assets move in 2024? ▼
Sba Cash Balance Pension Plan for Bank of Botetourt edged up modestly - up 4.2% during 2024, from $5M to $6M. Reported net income was $224K.
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 Defined Benefit (Pension) plans are similar in size to Sba Cash Balance Pension Plan for Bank of Botetourt? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Onesource Employees' Retirement Pension Plan in TX ($6M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sba Cash Balance Pension Plan for Bank of Botetourt? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Clark Equipment Company Retirement Plan (Plan 50) in ND (125 participants, $101M 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.