401(k) · DOL Form 5500 · 2022
Exchange Bank 401(k) Plan
Data updated 2026-08-11
- $88M
- Total assets
- 360
- Participants
- 92nd
- Percentile by assets
- $245,704
- Avg per participant
Official DOL plan name: Exchange Bank Savings and Profit Sharing Plan · Sponsored by Exchange Bank · California · Finance & Insurance
$88M in assets, 360 participants
Exchange Bank's Exchange Bank Savings and Profit Sharing Plan reported $88M in total assets and 360 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #8,085 in Finance & Insurance (9,261 peers)
Where Exchange Bank Savings and Profit Sharing Plan sits by assets
Exchange Bank Savings and Profit Sharing Plan sits in the top 10% of all filed plans by assets, $88M for 360 participants (~$245,704/participant), down 16.2% in 2022.
- $88M
- total plan assets (2022 EOY)
- 360
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $245,704
- avg assets per participant
The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Exchange Bank Savings and Profit Sharing Plan sits by total assets
Exchange Bank Savings and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$88,453,322 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Exchange Bank Savings and Profit Sharing Plan vs the 2022 asset distribution
By assets, Exchange Bank Savings and Profit Sharing Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $106M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | -$17M |
| Employer EIN | 940463800 |
| Plan Effective Date | 1967-01-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Exchange Bank)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 425 | $151M |
| 2023 | 2 | 428 | $107M |
| 2024 | 1 | 378 | $108M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Exchange Bank Savings and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Exchange Bank Savings and Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Exchange Bank Savings and Profit Sharing Plan assets move in 2022? ▼
How have Exchange Bank plan assets changed over time? ▼
Where does Exchange Bank Savings and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Exchange Bank Savings and Profit Sharing Plan? ▼
Next read for Exchange Bank Savings and Profit Sharing…
Scale reading
Ways to act on Exchange Bank Savings and Profit Sharing Plan's numbers.
- By total assets, Exchange Bank Savings and Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Exchange Bank's sponsor-wide assets have declined 28.6% since 2022 across 3 plan years on file. More Finance & Insurance plans