Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Bank of Stockton Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bank of Stockton · California · Finance & Insurance

What the 2023 filing shows

Bank of Stockton Pension Plan holds N/A for 146 participants.

N/A
total plan assets (2022 EOY)
146
covered participants
$-70,314,996
reported net income

The plan reported a net loss of $70M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
N/A
Participants
146
State
Industry
Finance & Insurance

What the Filing Says About Bank of Stockton Pension Plan

Bank of Stockton Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Bank of Stockton, headquartered in California. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 146 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 940902780, and the plan has been effective since 1956-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $74M at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A, with reported net income of $-70,314,996 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$74M
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Net Income$-70,314,996
Plan TypeDefined Benefit (Pension)
Employer EIN940902780
Plan Effective Date1956-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank of Stockton)

Year Plans Participants Total Assets
2022 2 554 $51M
2023 1 427 $58M
2024 1 428 $61M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Bank of Stockton Pension Plan?
As of the 2022 Form 5500 filing, Bank of Stockton Pension Plan holds N/A in total assets with 146 participants. It is sponsored by Bank of Stockton.
What type of plan is Bank of Stockton Pension Plan?
Bank of Stockton Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1956-01-01. The plan is filed with the U.S. Department of Labor under EIN 940902780.
Who sponsors the Bank of Stockton Pension Plan?
Bank of Stockton Pension Plan is sponsored by Bank of Stockton, located in California. The sponsor's EIN is 940902780 and the plan operates in the Finance & Insurance industry.
How did Bank of Stockton Pension Plan perform in 2022?
Bank of Stockton Pension Plan held N/A in total assets at the end of 2022. Net income was $-70,314,996.
Where can I find official filings for Bank of Stockton Pension Plan?
Official Form 5500 filings for Bank of Stockton Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 940902780 or plan name at efast.dol.gov.
How does Bank of Stockton Pension Plan compare to other plans?
You can compare Bank of Stockton Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 940902780.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.