ESOP · DOL Form 5500 · 2022

First National Capital Corporation ESOP

Data updated 2026-08-11

$106M
Total assets
44
Participants
93rd
Percentile by assets
$2.4M
Avg per participant
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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.

  • 93rd percentile by assets (of 139,126 plans)
  • #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.

$106M
total plan assets (2022 EOY)
44
covered participants
93rd
percentile by assets (of 139,126 plans)
$2.4M
avg assets per participant

First National Capital Corporation Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, First National Capital Corporation Employee Stock Ownership Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

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)

$103M$104M$105M$106M$107M 20222023 $106M $103M ▼ -2.7%
Total plan assets by year, all First National Capital Corporation plans on file
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

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 Capit…Parsons Employee Sto…Acco Employee Stock …Rosendin Electric, I…Recology Employee St…Agron, Inc. Employee…
First National Capital Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to First National Capital Corporation Employee Stock Ownership Plan by total assets, not by location.

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).

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Scale reading

Ways to act on First National Capital Corporation Employee Stock Ownership Plan's numbers.

  • By total assets, First National Capital Corporation Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • First National Capital Corporation's sponsor-wide assets have declined 2.7% since 2022 across 2 plan years on file. More Finance & Insurance plans