401(k) · DOL Form 5500 · 2022

Bank of Southern California NA 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
208
Participants Below avg headcount
71st
Percentile by assets National rank
$65,908
Avg per participant Below avg balance/head
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Official DOL plan name: Bank of Southern California NA 401(k) Profit Sharing Plan · Sponsored by Bank of Southern California NA · California · Finance & Insurance

$14M in assets, 208 participants

Bank of Southern California NA's Bank of Southern California NA 401(k) Profit Sharing Plan reported $14M in total assets and 208 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,120 in Finance & Insurance (9,261 peers)

Coverage in California

Bank of Southern California NA 401(k) Profit Sharing Plan covers 208 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $14M.

#5,120
in Finance & Insurance (9,261 peers)
-17.4%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bank of Southern California NA 401(k) Profit Sharing Plan's outsized position by total assets

Bank of Southern California NA 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,708,766 Top 29% higher than 71% 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

Bank of Southern California NA 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bank of Southern California NA 401(k) Profit Sharing Plan sits mid-pack in the medium band (208 participants).

Published 5500 schedule card

Filing strip 330956417 · Bank of Southern California NA PY 2022 · 401(k)

Bank of Southern California NA 401(k) Profit Sharing Plan · $14M · 208 · 71st

  • PCT $14M
  • EIN 208
  • RANK 71st
  • PHOTO 401(k)
  • IND near Kpm Herkules Group 401(k) Plan
  • EOY ind #5120

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 California →

Bank of Southern California NA 401(k) Profit Sharing Plan in the asset neighbourhood

Bank of Southern California NA 401(k) Profit Sharing PlanBank of Southern California …$14MKpm Herkules Group 401(k) PlanKpm Herkules Group 401(k) Pl…$14MJoho Capital LLC 401(k) Profit Sharing PlanJoho Capital LLC 401(k) Prof…$14MIntelligent Decision Systems, Inc. 401(k) PlanIntelligent Decision Systems…$14MFrancis O. Day Co., Inc 401(k) PlanFrancis O. Day Co., Inc 401(…$14M
End-of-year total assets ($M) among Bank of Southern California NA 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN330956417
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank of Southern California NA)

Sponsor-wide plan assets over time

All Bank of Southern California NA plans reported in each filing year

Latest sponsor-wide plan assets
$18M 32.77877089739514% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.7M $18.2M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 208 $14M
2023 1 205 $16M
2024 1 205 $18M

Nearby 401(k) Plans in California

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

Bank of Southern California NA 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bank of Southern California NA 401(k) Profit Sharing Plan, Total assets ($B): 0.013708766 · Participants: 208Bank of Southern California NA 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Bank of Southern California NA 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bank of Southern California NA 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bank of Southern California NA 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kpm Herkules Group 401(k) Plan in PA ($14M); by covered participants it is Markforged, Inc Retirement Plan in MA (208 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (208 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 Bank of Southern California NA 401(k) Profit Sharing Plan assets move in 2022? ▼
Bank of Southern California NA 401(k) Profit Sharing Plan declined sharply - down 17.4% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Bank of Southern California NA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of Southern California NA's sponsor-wide assets grew 32.8%, from $14M to $18M.
Which 401(k) plans are similar in size to Bank of Southern California NA 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kpm Herkules Group 401(k) Plan in PA ($14M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Bank of Southern California NA 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Markforged, Inc Retirement Plan in MA (208 participants, $4M 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 330956417.

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.