ESOP · DOL Form 5500 · 2022

Saddleback Bancorp ESOP

Data updated 2026-08-25

$933K
Total assets Small plan by assets
21
Participants Small participant base
24th
Percentile by assets National rank
$44,434
Avg per participant Low balance/head
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Official DOL plan name: Saddleback Bancorp Employee Stock Ownership Plan · Sponsored by Saddleback Bancorp · California · Finance & Insurance

$933K in assets, 21 participants

Saddleback Bancorp's Saddleback Bancorp Employee Stock Ownership Plan reported $933K in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,472 in Finance & Insurance (9,261 peers)

Saddleback Bancorp multi-year trail

Saddleback Bancorp's plans moved -35.3% in assets from 2022 to 2024; this filing shows Saddleback Bancorp Employee Stock Ownership Plan at $933K / 21 participants.

#1,472
in Finance & Insurance (9,261 peers)
+2.1%
assets growth YoY

Saddleback Bancorp Employee Stock Ownership Plan among the smaller filed plans by assets

Saddleback Bancorp Employee Stock Ownership Plan vs every filed plan by assets

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

$933,122 24th percentile higher than 24% 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

Saddleback Bancorp Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saddleback Bancorp Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 953425081 · Saddleback Bancorp PY 2022 · ESOP

Saddleback Bancorp Employee Stock Ownership Plan · $933K · 21 · 24th

  • IND $933K
  • EOY 21
  • 5500 24th
  • ASSETS ESOP
  • PCT near Stadco Employee Stock Ownership Plan
  • EIN ind #1472

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 →

Saddleback Bancorp Employee Stock Ownership Plan in the asset neighbourhood

Sectek, Inc. Employee Stock Ownership PlanSectek, Inc. Employee Stock …$935KSaddleback Bancorp Employee Stock Ownership PlanSaddleback Bancorp Employee …$933KStadco Employee Stock Ownership PlanStadco Employee Stock Owners…$933KSonoran Crest Construction Employee Stock Ownership PlanSonoran Crest Construction E…$931KJbk Manufacturing Employee Stock Ownership PlanJbk Manufacturing Employee S…$928K
End-of-year total assets ($M) among Saddleback Bancorp Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Saddleback Bancorp multi-year asset trail

Sponsor-wide plan assets over time

All Saddleback Bancorp plans reported in each filing year

Latest sponsor-wide plan assets
$604K 35.32153351866101% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.93M $0.6M ▼ -35.5%
Year Plans Participants Total Assets
2022 1 21 $933K
2023 1 21 $891K
2024 1 19 $604K

Saddleback Bancorp filing trail (2022)

Total Assets (Beginning of Year)$914K
Net Assets (End of Year)$933K
Net Income$19K
Employer EIN953425081
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Saddleback Bancorp Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Saddleback Bancorp Employee Stock Ownership Plan, Total assets ($B): 0.000933122 · Participants: 21Saddleback Bancorp 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
Saddleback Bancorp Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Saddleback Bancorp Employee Stock Ownership Plan side-by-side with 3 peers →

Saddleback Bancorp Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Stadco Employee Stock Ownership Plan in OH ($933K); by covered participants it is Eagle Metal Employee Stock Ownership Plan in FL (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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.

Frequently Asked Questions

How did Saddleback Bancorp Employee Stock Ownership Plan assets move in 2022? ▼
Saddleback Bancorp Employee Stock Ownership Plan edged up modestly - up 2.1% during 2022, from $914K to $933K. Reported net income was $19K.
How have Saddleback Bancorp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saddleback Bancorp's sponsor-wide assets declined 35.3%, from $933K to $604K.
Where does Saddleback Bancorp Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Saddleback Bancorp Employee Stock Ownership Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Saddleback Bancorp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Stadco Employee Stock Ownership Plan in OH ($933K, 23 participants).
Which ESOP plans cover a similar participant headcount to Saddleback Bancorp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Eagle Metal Employee Stock Ownership Plan in FL (21 participants, $27M 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 953425081.

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.