Defined Benefit (Pension) · DOL Form 5500 · 2022
Bank of Stockton Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 146
- Participants Small participant base
Official DOL plan name: Bank of Stockton Pension Plan · Sponsored by Bank of Stockton · California · Finance & Insurance
N/A in assets, 146 participants
Bank of Stockton's Bank of Stockton Pension Plan reported N/A in total assets and 146 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in California
Bank of Stockton Pension Plan covers 146 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: N/A.
- -$70M
- 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.
Bank of Stockton Pension 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 Stockton Pension Plan sits mid-pack in the medium band (146 participants).
Form 5500 schedule snapshot
Filing strip 940902780 · Bank of Stockton PY 2022 · Defined Benefit (Pension)
Bank of Stockton Pension Plan · N/A · 146
- BOOK N/A
- BOOK 146
- BOOK PY 2022
- BOOK Defined Benefit (Pension)
- BOOK near Beachfleischman PLLC Employees' Cash Balance Plan
- BOOK -$70M
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 →
California filing particulars
| Total Assets (Beginning of Year) | $74M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$70M |
| Employer EIN | 940902780 |
| Plan Effective Date | 1956-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bank of Stockton)
Sponsor-wide plan assets over time
All Bank of Stockton plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 21.081692921628214% vs 2022
- 2024 filing year
| 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 $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Bank of Stockton Pension Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside California, the nearest Defined Benefit (Pension) by covered participants is Beachfleischman PLLC Employees' Cash Balance Plan in AZ (146 participants; this filing: 146 participants).
Similar participant headcount
Nearest other-state filings by covered participants (146 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.