401(k) · DOL Form 5500 · 2024

Atlantic Union Bankshares Corporation 401(k) Plan

Data updated 2026-08-11

$301M
Total assets: 1,888
Participants: 96th
Percentile by assets: $159,258
Avg per participant

Official DOL plan name: Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan · Sponsored by Atlantic Union Bankshares Corporation · Virginia · Finance & Insurance

$301M in assets, 1,888 participants

Atlantic Union Bankshares Corporation's Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan reported $301M in total assets and 1,888 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 123,622 plans)
#7,945 in Finance & Insurance (8,549 peers)

Coverage in Virginia

Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan covers 1,888 participants in Virginia, 2.4x the typical Virginia plan (state average ~782 per filing). Assets: $301M.

$301M
total plan assets (2024 EOY): 1,888
covered participants: 96th
percentile by assets (of 123,622 plans): $159,258
avg assets per participant

Where Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan sits by total assets

Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$300,679,061 Top 4% higher than 96% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan reported net income rose from $26M in the plan year 2023 filing to $30M in the plan year 2024 filing.
Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $271M in the plan year 2023 filing to $301M in the plan year 2024 filing.
Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan reported participants fell from 1,940 in the plan year 2023 filing to 1,888 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Virginia

Industry

Finance & Insurance

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan reports 1,888 participants - 2.4x that state average ($301M EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)	$271M
Net Assets (End of Year)	$301M
Net Income	$30M
Employer EIN	541598552
Plan Effective Date	1993-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Atlantic Union Bankshares Corporation)

Total plan assets by year, all Atlantic Union Bankshares Corporation plans on file

Year	Plans	Participants	Total Assets
2022	3	3,626	$245M
2023	1	1,940	$271M
2024	1	1,888	$301M

Nearby 401(k) Plans in Virginia

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

Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Northrop Grumman Savings Plan $39.5B · 104,719
401(k) Pension Plan $16.8B · 62,869
General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
Leidos, Inc. Retirement Plan $11.8B · 29,734

Compare Atlantic Union Bankshares Corporation 40… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan by total assets, not by location.

Datadog 401(k) Plan (NY) $301M · 3,152
Path Profit Sharing 401(k) Incentive Plan (WA) $301M · 580
National Futures Association Employee Retirement Savings Plan (IL) $301M · 546
Mondelez Global LLC Tip Plan (IL) $301M · 2,674

Frequently Asked Questions

How did Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan assets move in 2024? ▼

Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan grew at a solid clip - up 10.9% during 2024, from $271M to $301M. Reported net income was $30M.

How have Atlantic Union Bankshares Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Atlantic Union Bankshares Corporation's sponsor-wide assets grew 22.9%, from $245M to $301M.

Where does Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Datadog 401(k) Plan in NY ($301M, 3,152 participants).

Next read for Atlantic Union Bankshares Corporation 40…

Filing takeaways

Ways to act on Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan's numbers.

By total assets, Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
Atlantic Union Bankshares Corporation's sponsor-wide assets have grown 22.9% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 541598552.