Atlantic Union Bankshares 401(k) and pension plans

Atlantic Union Bankshares Corporation, Glen Allen, VA. EIN 54-1598552. Annual reports 2009–2024. Also filed as Union First Market Bankshares Corp.; Union Bankshares Corp.; Union Bankshares Corporation; Union First Market Bankshares Corporation.

Atlantic Union Bankshares Corporation has one active retirement plan on file, the Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan, with 3,385 participants and $301 million in assets in 2024. Empower has been its recordkeeper since 2009.

Active plans: 1
Participants: 3,385
Plan assets: $301 million
401(k) recordkeeper: Empower
Plans on file: 4
Industry: Finance and insurance

All 4 plans

Active plans first

Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 54-1598552
Participants (2024): 3,385
Net assets (2024): $301 million
Recordkeeper: Empower2009–2024
Plan administrator: Atlantic Union Bankshares Corporation
4300 Cox Road
Glen Allen, VA 23060
(804) 632-2103As filed for 2024
In effect since: January 1, 1993

Plans merged into this one: Atlantic Union Bankshares Corporation Employee Stock Ownership Plan (2022); Stellarone Corporation 401(k) Plan (2013).

Earlier sponsors: Union Bankshares Corporation (2009–2018); Union First Market Bankshares Corporation (2010–2015).

Earlier plan names: Union Bankshares Corporation 401(k) Profit Sharing Plan; Union First Market Bankshares Corp 401K Profit; Union First Market Bankshares Corp 401K Profit Sharing Plan; Union Bankshares Corporation 401K Profit Sharing Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,385	$301 million	Empower
2023	3,565	$271 million	Empower
2022	3,435	$217 million	Empower
2021	3,382	$261 million	Empower
2020	3,294	$235 million	Empower
2019	3,375	$198 million	Empower
2018	2,876	$145 million	Empower
2017	2,390	$124 million	Empower
2016	2,380	$105 million	Empower
2015	2,340	$95.0 million	Empower
2014	2,232	$95.9 million	Empower
2013	1,486	$60.2 million	Empower
2012	1,388	$47.3 million	Empower
2011	1,317	$39.6 million	Empower
2010	1,201	$37.8 million	Empower
2009	861	$25.3 million	Empower

Atlantic Union Bankshares Corporation Employee Stock Ownership Plan

Employee stock ownership plan (ESOP)Merged

Merged. In 2022 its assets moved to the Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan, sponsored by Atlantic Union Bankshares Corporation (EIN 54-1598552, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 54-1598552
Participants (2021): 2,147
Net assets (2021): $29.2 million
Plan administrator: Atlantic Union Bankshares Corporation
4300 Cox Road
Glen Allen, VA 23060
(804) 632-2103As filed for 2022
In effect since: January 1, 1992

Earlier sponsors: Union First Market Bankshares Corp. (2009–2013); Union Bankshares Corp. (2014–2018).

Earlier plan names: Union Bankshares Corporation Employee Stock Ownership Plan; Union First Market Bankshares Corporation Employee Stock Ownership Plan; Union Bankshares Corp. Employee Stock Ownership Plan; Atlantic Union Bankshares Corp. Employee Stock Ownership Plan.

Year by year, 2009 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	0	$0	not listed
2021	2,147	$29.2 million	not listed
2020	2,239	$26.8 million	not listed
2019	2,105	$29.4 million	not listed
2018	1,858	$23.7 million	not listed
2017	1,646	$31.9 million	not listed
2016	1,643	$31.7 million	not listed
2015	1,556	$22.5 million	not listed
2014	1,494	$20.3 million	not listed
2013	1,105	$18.0 million	not listed
2012	916	$11.0 million	not listed
2009	710	$4.7 million	not listed

Virginia Financial Group, Inc. Employee Retirement Plan

Cash balance pension, frozenClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2016, which means its assets were paid out or moved and it no longer exists.

Plan number: 004Employer EIN 54-1598552
Participants (2013): 1
Net assets (2013): $25,169
Plan administrator: Union Bankshares Corporation
1051 East Cary Street, Suite 1200
Richmond, VA 23219
(804) 632-2103As filed for 2016
In effect since: April 1, 1952

Earlier sponsor: Stellarone Corporation (2009–2014).

Year by year, 2009 to 2016

Plan year	Participants	Net assets	Recordkeeper
2016	0	$0	not listed
2015	0	$113,658	not listed
2014	0	$128,694	not listed
2013	1	$25,169	not listed
2012	72	$3.9 million	not listed
2011	78	$3.7 million	not listed
2010	83	$3.9 million	not listed
2009	84	$4.1 million	not listed

Union First Market Bankshares Corp

Profit-sharing planClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2014, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 54-1598552
Participants (2012): 916
Net assets (2012): $11.0 million
Plan administrator: Union Bankshares Corp.
24010 Partnership BLVD.
Ruther Glen, VA 22546
(804) 632-2103As filed for 2014
In effect since: January 1, 1992

Earlier sponsor: Union First Market Bankshares Corp. (2010–2012).

Earlier plan names: Union First Market Bankshares Corporation Employee Stock Ownership Plan.

Year by year, 2010 to 2014

Plan year	Participants	Net assets	Recordkeeper
2014	0	$0	not listed
2012	916	$11.0 million	not listed
2011	974	$7.7 million	not listed
2010	966	$6.4 million	not listed

If you had money in one of these plans

Call Empower (empower.com), which runs the Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((804) 632-2103). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.