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.
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 Type | Defined Benefit (Pension) |
| Employer EIN | 940902780 |
| Plan Effective Date | 1956-01-01 |
| Filing Status | FILING 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.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Related Data
Guides
Frequently Asked Questions
How much money is in the Bank of Stockton Pension Plan? ▼
What type of plan is Bank of Stockton Pension Plan? ▼
Who sponsors the Bank of Stockton Pension Plan? ▼
How did Bank of Stockton Pension Plan perform in 2022? ▼
Where can I find official filings for Bank of Stockton Pension Plan? ▼
How does Bank of Stockton Pension Plan compare to other plans? ▼
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.
Read our methodology — how this data is sourced, computed, and verified.