Defined Benefit (Pension) · DOL Form 5500 · 2023
Exchange Bank Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 58
- Participants Small participant base
Official DOL plan name: Exchange Bank Retirement Plan · Sponsored by Exchange Bank · California · Finance & Insurance
N/A in assets, 58 participants
Exchange Bank's Exchange Bank Retirement Plan reported N/A in total assets and 58 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Exchange Bank multi-year trail
Exchange Bank's plans moved -28.6% in assets from 2022 to 2024; this filing shows Exchange Bank Retirement Plan at N/A / 58 participants.
- -$40M
- reported net income
The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Exchange Bank Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Exchange Bank Retirement Plan is a small filing (58 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Exchange Bank Retirement Plan reported net income fell from -$13M in the plan year 2022 filing to -$40M in the plan year 2023 filing.
- Exchange Bank Retirement Plan reported participants fell from 65 in the plan year 2022 filing to 58 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 940463800 · Exchange Bank PY 2023 · Defined Benefit (Pension)
Exchange Bank Retirement Plan · N/A · 58
- NET N/A
- BOOK 58
- VS-ST PY 2023
- BOY Defined Benefit (Pension)
- SCH near Retirement Plan of Liggett Group Inc. for Bargaining Unit & Hourly Employees
- EBSA -$40M
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 →
Exchange Bank multi-year asset trail
Sponsor-wide plan assets over time
All Exchange Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $108M 28.62392557091106% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 425 | $151M |
| 2023 | 2 | 428 | $107M |
| 2024 | 1 | 378 | $108M |
Exchange Bank filing trail (2023)
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$40M |
| Employer EIN | 940463800 |
| Plan Effective Date | 1953-01-01 |
| Filing Status | FILING RECEIVED |
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
Exchange Bank Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside California, the nearest Defined Benefit (Pension) by covered participants is Retirement Plan of Liggett Group Inc. for Bargaining Unit & Hourly Employees in FL (58 participants; this filing: 58 participants).
Similar participant headcount
Nearest other-state filings by covered participants (58 participants); asset peers above are excluded.
- Retirement Plan of Liggett Group Inc. for Bargaining Unit & Hourly Employees (FL) 58 · 0 off
- Retirement Plan for Hourly Paid Employees of Specialty Granules LLC (NJ) 58 · 0 off
- Pension Plan for Employees of Atlantic Container Line (NJ) 58 · 0 off
- United Heritage Credit Union Defined Benefit Plan and Trust (TX) 58 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.