ESOP · DOL Form 5500 · 2022
Bank of Marin ESOP
Data updated 2026-08-11
- $18M
- Total assets
- 277
- Participants
- 76th
- Percentile by assets
- $65,431
- Avg per participant
Official DOL plan name: Bank of Marin Employee Stock Ownership Plan · Sponsored by Bank of Marin · California · Finance & Insurance
$18M in assets, 277 participants
Bank of Marin's Bank of Marin Employee Stock Ownership Plan reported $18M in total assets and 277 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- 76th percentile by assets (of 139,126 plans)
- #5,717 in Finance & Insurance (9,261 peers)
Coverage in California
Bank of Marin Employee Stock Ownership Plan covers 277 participants in California, about 44% of the average California filer (state average ~630 per filing). Assets: $18M.
- $18M
- total plan assets (2022 EOY)
- 277
- covered participants
- 76th
- percentile by assets (of 139,126 plans)
- $65,431
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Bank of Marin Employee Stock Ownership Plan reports 277 participants - about 44% of that state average ($18M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$3M |
| Employer EIN | 680197989 |
| Plan Effective Date | 2010-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bank of Marin)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 637 | $56M |
| 2023 | 2 | 595 | $59M |
| 2024 | 2 | 659 | $62M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Bank of Marin Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Bank of Marin Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Bank of Marin Employee Stock Ownership Plan assets move in 2022? ▼
How have Bank of Marin plan assets changed over time? ▼
Where does Bank of Marin Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Bank of Marin Employee Stock Ownership Plan? ▼
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Filing takeaways
Ways to act on Bank of Marin Employee Stock Ownership Plan's numbers.
- By total assets, Bank of Marin Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Bank of Marin's sponsor-wide assets have grown 11.5% since 2022 across 3 plan years on file. More Finance & Insurance plans