ESOP · DOL Form 5500 · 2022

Bank of Marin ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
277
Participants Below avg headcount
76th
Percentile by assets National rank
$65,431
Avg per participant Low balance/head
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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.

  • #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.

#5,717
in Finance & Insurance (9,261 peers)
-15.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Bank of Marin Employee Stock Ownership Plan's outsized position by total assets

Bank of Marin Employee Stock Ownership Plan vs every filed plan by assets

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

$18,124,256 Top 24% higher than 76% 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

Bank of Marin Employee Stock Ownership 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 Marin Employee Stock Ownership Plan sits mid-pack in the medium band (277 participants).

DOL schedule card

Filing strip 680197989 · Bank of Marin PY 2022 · ESOP

Bank of Marin Employee Stock Ownership Plan · $18M · 277 · 76th

  • BOY $18M
  • BOY 277
  • BOY 76th
  • BOY ESOP
  • BOY near Henson Robinson Company Employee Stock Ownership Plan
  • BOY ind #5717

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 →

Bank of Marin Employee Stock Ownership Plan in the asset neighbourhood

Golden Artist Colors, Inc. Employee Stock Ownership PlanGolden Artist Colors, Inc. E…$18MPacific Aquascapes, Inc. Employee Stock Ownership PlanPacific Aquascapes, Inc. Emp…$18MHenson Robinson Company Employee Stock Ownership PlanHenson Robinson Company Empl…$18MBank of Marin Employee Stock Ownership PlanBank of Marin Employee Stock…$18MBeta Group, Inc. Employee Stock Ownership PlanBeta Group, Inc. Employee St…$18M
End-of-year total assets ($M) among Bank of Marin Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$3M
Employer EIN680197989
Plan Effective Date2010-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank of Marin)

Sponsor-wide plan assets over time

All Bank of Marin plans reported in each filing year

Latest sponsor-wide plan assets
$62M 11.476501943082189% vs 2022
2024 filing year
$54M$56M$58M$60M$62M$64M 202220232024 $55.8M $62.3M ▲ +11.5%
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 Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Bank of Marin Employee Stock Ownership Plan, Total assets ($B): 0.018124256 · Participants: 277Bank of Marin 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
Bank of Marin Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Bank of Marin Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Henson Robinson Company Employee Stock Ownership Plan in IL ($18M); by covered participants it is Red Dot Corporation Employee Stock Ownership Plan and Trust in WA (277 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (277 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 Bank of Marin Employee Stock Ownership Plan assets move in 2022? ▼
Bank of Marin Employee Stock Ownership Plan declined sharply - down 15.6% during 2022, from $21M to $18M. Reported net income was -$3M.
How have Bank of Marin plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of Marin's sponsor-wide assets grew 11.5%, from $56M to $62M.
Where does Bank of Marin Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bank of Marin Employee Stock Ownership Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Bank of Marin Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Henson Robinson Company Employee Stock Ownership Plan in IL ($18M, 41 participants).
Which ESOP plans cover a similar participant headcount to Bank of Marin Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Red Dot Corporation Employee Stock Ownership Plan and Trust in WA (277 participants, $34M 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 680197989.

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.