ESOP · DOL Form 5500 · 2022

Heritage Commerce Corp ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
165
Participants Small participant base
29th
Percentile by assets National rank
$8,771
Avg per participant Low balance/head
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Official DOL plan name: Heritage Commerce Corp Employee Stock Ownership Plan · Sponsored by Heritage Commerce Corp · California · Finance & Insurance

$1M in assets, 165 participants

Heritage Commerce Corp's Heritage Commerce Corp Employee Stock Ownership Plan reported $1M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,823 in Finance & Insurance (9,261 peers)

Coverage in California

Heritage Commerce Corp Employee Stock Ownership Plan covers 165 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $1M.

#1,823
in Finance & Insurance (9,261 peers)
+2.6%
assets growth YoY

Heritage Commerce Corp Employee Stock Ownership Plan among the smaller filed plans by assets

Heritage Commerce Corp Employee Stock Ownership Plan vs every filed plan by assets

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

$1,447,257 29th percentile higher than 29% 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

Heritage Commerce Corp Employee Stock Ownership 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. Heritage Commerce Corp Employee Stock Ownership Plan sits mid-pack in the medium band (165 participants).

Form 5500 schedule snapshot

Filing strip 770469558 · Heritage Commerce Corp PY 2022 · ESOP

Heritage Commerce Corp Employee Stock Ownership Plan · $1M · 165 · 29th

  • SCH $1M
  • SCH 165
  • SCH 29th
  • SCH ESOP
  • SCH near Aga Distribution Specialists, Inc. Employee Stock Ownership Plan
  • SCH ind #1823

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 →

Heritage Commerce Corp Employee Stock Ownership Plan in the asset neighbourhood

Heritage Commerce Corp Employee Stock Ownership PlanHeritage Commerce Corp Emplo…$1MAga Distribution Specialists, Inc. Employee Stock Ownership PlanAga Distribution Specialists…$1MKraus-Manning, Inc. Employee Stock Ownership PlanKraus-Manning, Inc. Employee…$1ML.N. Consulting ESOP$1MKimball Management Corporation Employee Stock Ownership PlanKimball Management Corporati…$1M
End-of-year total assets ($M) among Heritage Commerce Corp Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$39K
Employer EIN770469558
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Commerce Corp)

Sponsor-wide plan assets over time

All Heritage Commerce Corp plans reported in each filing year

Latest sponsor-wide plan assets
$88M 31.2015257365755% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $67.2M $88.2M ▲ +31.2%
Year Plans Participants Total Assets
2022 2 496 $67M
2023 2 494 $79M
2024 2 492 $88M

Nearby ESOP Plans in California

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

Heritage Commerce Corp Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Heritage Commerce Corp Employee Stock Ownership Plan, Total assets ($B): 0.001447257 · Participants: 165Heritage Commerce Corp 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
Heritage Commerce Corp Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Heritage Commerce Corp Employee Stock Ownership Plan side-by-side with 3 peers →

Heritage Commerce Corp Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Aga Distribution Specialists, Inc. Employee Stock Ownership Plan in OR ($1M); by covered participants it is Crisis Preparation and Recovery, Inc. Employee Stock Ownership Plan and Trust in AZ (165 participants). Same-state nearby plans are listed separately above.

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 Heritage Commerce Corp Employee Stock Ownership Plan assets move in 2022? ▼
Heritage Commerce Corp Employee Stock Ownership Plan edged up modestly - up 2.6% during 2022, from $1M to $1M. Reported net income was $39K.
How have Heritage Commerce Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Commerce Corp's sponsor-wide assets grew 31.2%, from $67M to $88M.
Which ESOP plans are similar in size to Heritage Commerce Corp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aga Distribution Specialists, Inc. Employee Stock Ownership Plan in OR ($1M, 18 participants).
Which ESOP plans cover a similar participant headcount to Heritage Commerce Corp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Crisis Preparation and Recovery, Inc. Employee Stock Ownership Plan and Trust in AZ (165 participants, $1M 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 770469558.

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.