401(k) · DOL Form 5500 · 2024

The Poca Valley Bankshares, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
131
Participants Small participant base
65th
Percentile by assets National rank
$115,695
Avg per participant Below avg balance/head
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Official DOL plan name: The Poca Valley Bank Ksop · Sponsored by The Poca Valley Bankshares, Inc. · West Virginia · Finance & Insurance

$15M in assets, 131 participants

The Poca Valley Bankshares, Inc.'s The Poca Valley Bank Ksop reported $15M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,160 in Finance & Insurance (8,549 peers)

Coverage in West Virginia

The Poca Valley Bank Ksop covers 131 participants in West Virginia, about 28% of the average West Virginia filer (state average ~467 per filing). Assets: $15M.

#4,160
in Finance & Insurance (8,549 peers)
+12.3%
assets growth YoY

The Poca Valley Bank Ksop's mid-pack asset rank among Finance & Insurance and all filers

The Poca Valley Bank Ksop vs every filed plan by assets

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

$15,156,058 Top 35% higher than 65% 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 Poca Valley Bank Ksop 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. The Poca Valley Bank Ksop sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Poca Valley Bank Ksop reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • The Poca Valley Bank Ksop end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • The Poca Valley Bank Ksop reported participants rose from 129 in the plan year 2023 filing to 131 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 550727130 · The Poca Valley Bankshares, Inc. PY 2024 · 401(k)

The Poca Valley Bank Ksop · $15M · 131 · 65th

  • 5500 $15M
  • ASSETS 131
  • PCT 65th
  • EIN 401(k)
  • RANK near Four Seasons Heating and Air Retirement Plan
  • PHOTO ind #4160

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 West Virginia →

The Poca Valley Bank Ksop in the asset neighbourhood

The Poca Valley Bank Ksop$15MFour Seasons Heating and Air Retirement PlanFour Seasons Heating and Air…$15MSouth Trust Bank 401(k) and Profit Sharing PlanSouth Trust Bank 401(k) and …$15MSystem Freight Inc. 401(k) Profit Sharing PlanSystem Freight Inc. 401(k) P…$15MNational Confectioner's Association 401(k) PlanNational Confectioner's Asso…$15M
End-of-year total assets ($M) among The Poca Valley Bank Ksop and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

West Virginia filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN550727130
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Poca Valley Bankshares, Inc.)

Sponsor-wide plan assets over time

All The Poca Valley Bankshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 35.52330744278173% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.2M $15.2M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 119 $11M
2023 1 129 $13M
2024 1 131 $15M

Nearby 401(k) Plans in West Virginia

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

The Poca Valley Bank Ksop vs. nearby 401(k) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants The Poca Valley Bank Ksop, Total assets ($B): 0.015156058 · Participants: 131The Poca Valley Bank KsopOrrick, Herrington & Sutcliffe LLP Retirement Plan, Total assets ($B): 1.177090773 · Participants: 1845Orrick, Herrington & Sutcliffe LLP Retirement PlanVandalia Health System 401(k) Retirement Savings P, Total assets ($B): 0.852839622 · Participants: 0Vandalia Health System 401(k) Retirement Savings PAmerican Public Education Retirement Plan, Total assets ($B): 0.303164024 · Participants: 5717American Public Education Retirement PlanWest Virginia University Health System 401(k) Plan, Total assets ($B): 0.255427542 · Participants: 4549West Virginia University Health System 401(k) PlanUnited Bankshares, Inc. Savings and Stock Investment Plan, Total assets ($B): 0.2487143 · Participants: 2561United Bankshares, Inc. Savings and Stock Investment Plan
The Poca Valley Bank Ksop vs. nearby 401(k) plans in West Virginia, assets vs. participants
Compare The Poca Valley Bank Ksop side-by-side with 3 peers →

The Poca Valley Bank Ksop's out-of-state 401(k) peers by assets and headcount

Outside West Virginia, the nearest 401(k) by assets is Four Seasons Heating and Air Retirement Plan in IL ($15M); by covered participants it is T/J Inspection, Inc. 401(k) Plan in OK (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Poca Valley Bank Ksop assets move in 2024? ▼
The Poca Valley Bank Ksop grew at a solid clip - up 12.3% during 2024, from $13M to $15M. Reported net income was $1M.
How have The Poca Valley Bankshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Poca Valley Bankshares, Inc.'s sponsor-wide assets grew 35.5%, from $11M to $15M.
Which 401(k) plans are similar in size to The Poca Valley Bank Ksop? ▼
Among 401(k) plans in other states, the closest by assets is Four Seasons Heating and Air Retirement Plan in IL ($15M, 870 participants).
Which 401(k) plans cover a similar participant headcount to The Poca Valley Bank Ksop? ▼
Among 401(k) plans in other states, the closest by covered participants is T/J Inspection, Inc. 401(k) Plan in OK (131 participants, $5M 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 550727130.

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.