ESOP · DOL Form 5500 · 2022

First National Capital Corporation ESOP

Data updated 2026-08-25

$106M
Total assets Near avg plan size
44
Participants Small participant base
93rd
Percentile by assets National rank
$2.4M
Avg per participant High balance/head
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Official DOL plan name: First National Capital Corporation Employee Stock Ownership Plan · Sponsored by First National Capital Corporation · California · Finance & Insurance

$106M in assets, 44 participants

First National Capital Corporation's First National Capital Corporation Employee Stock Ownership Plan reported $106M in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,234 in Finance & Insurance (9,261 peers)

Where First National Capital Corporation Employee Stock Ownership Plan sits by assets

First National Capital Corporation Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $106M for 44 participants (~$2.4M/participant), up 18.5% in 2022.

#8,234
in Finance & Insurance (9,261 peers)
+18.5%
assets growth YoY
1.1×
vs typical plan assets (national mean)

First National Capital Corporation Employee Stock Ownership Plan's outsized position by total assets

First National Capital Corporation Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$106,331,135 Top 7% higher than 93% of 139,123 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 2022

First National Capital Corporation Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First National Capital Corporation Employee Stock Ownership Plan is a small filing (44 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 593796875 · First National Capital Corporation PY 2022 · ESOP

First National Capital Corporation Employee Stock Ownership Plan · $106M · 44 · 93rd

  • PHOTO $106M
  • IND 44
  • EOY 93rd
  • 5500 ESOP
  • ASSETS near VI-Jon Employee Stock Ownership Plan
  • PCT ind #8234

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 What is an ESOP? → · Plans in California →

First National Capital Corporation Employee Stock Ownership Plan in the asset neighbourhood

Delta Star Employee Stock Ownership PlanDelta Star Employee Stock Ow…$107MSummit Companies Holdings, Inc. Employee Stock Ownership PlanSummit Companies Holdings, I…$107MFirst National Capital Corporation Employee Stock Ownership PlanFirst National Capital Corpo…$106MVI-Jon Employee Stock Ownership PlanVI-Jon Employee Stock Owners…$106MHarkins Builders, Inc. Employee Stock Ownership PlanHarkins Builders, Inc. Emplo…$106M
End-of-year total assets ($M) among First National Capital Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$45M
Net Income$17M
Employer EIN593796875
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First National Capital Corporation)

Sponsor-wide plan assets over time

All First National Capital Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$103M 2.74251563288589% vs 2022
2023 filing year
$103M$104M$105M$106M$107M 20222023 $106M $103M ▼ -2.7%
Year Plans Participants Total Assets
2022 1 44 $106M
2023 1 52 $103M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

First National Capital Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants First National Capital Corporation Employee Stock Ownership Plan, Total assets ($B): 0.106331135 · Participants: 44First National Capital Corporation Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
First National Capital Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare First National Capital Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

First National Capital Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is VI-Jon Employee Stock Ownership Plan in MO ($106M); by covered participants it is Probank Austin Employee Stock Ownership Plan and Trust in KY (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did First National Capital Corporation Employee Stock Ownership Plan assets move in 2022? ▼
First National Capital Corporation Employee Stock Ownership Plan grew sharply - up 18.5% during 2022, from $90M to $106M. Reported net income was $17M.
How have First National Capital Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), First National Capital Corporation's sponsor-wide assets declined 2.7%, from $106M to $103M.
Where does First National Capital Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
First National Capital Corporation Employee Stock Ownership Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to First National Capital Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is VI-Jon Employee Stock Ownership Plan in MO ($106M, 1,030 participants).
Which ESOP plans cover a similar participant headcount to First National Capital Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Probank Austin Employee Stock Ownership Plan and Trust in KY (44 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 593796875.

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.